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Expose Gap
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 359
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1-60 of 359
127
Uses 'Proved successful' callouts to highlight peer benchmarks.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
08
The chart uses a line graph to visualize the divergence in traffic performance between Outback and its primary competitors.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Iceberg1 hit
14
The slide uses a simple bar chart to illustrate a performance delta between the subject company and a peer.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
02
The slide uses a combination of a line chart for valuation erosion and bar charts for relative performance benchmarking.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Problem1 hit
07
The slide uses a scatter plot to demonstrate that Alexion is undervalued compared to its peers with similar growth profiles.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor 1 hit
06
The slide uses a 'villain_critique' approach to undermine management credibility by contrasting past promises with actual results.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
05
The slide uses a combination of a line chart for historical trend and a bar chart for peer benchmarking to illustrate governance failure.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
06
The slide highlights a lack of ROE targets at Sumitomo Realty compared to peers and illustrates a multi-year decline in ROE.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
02
Includes a callout circle on the line chart highlighting the divergence in opex/bbl.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Complication1 hit
03
Includes a direct quote from a Cowen analyst regarding the failure of the 2019 AdvantEdge66 program.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
05
The slide uses a combination of a performance table and a bar chart to illustrate the correlation between increased capex and declining shareholder returns.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & Complication1 hit
10
The slide uses a combination of a summary performance table and three line charts showing indexed stock performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
61
Uses a combination of line chart for industry trends and bar charts for peer benchmarking.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
82
Uses a bar chart to compare the ratio of line-level employees to managers between GCP and best-in-class peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
10
Uses a comparison table to invalidate the company's chosen peer set.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
29
The slide uses a combination of a line chart for industry trends and bar charts for peer benchmarking to isolate GCP's underperformance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
02
The slide uses a 'villain' narrative style, attributing poor performance to management's execution and acquisition strategy.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Zoom In1 hit
05
The slide uses quotes from management to establish a baseline of intent, then uses a bar chart to demonstrate that the stated goals are insufficient compared to peers.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Zoom In1 hit
10
Uses a combination of a performance table, a bar chart for margins, and a time-series line chart for P/E multiples to argue against management's M&A capability.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
51
The slide uses a red dashed line to visually emphasize the decline of Bristol-Myers' P/E ratio relative to its historical peak.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
134
Uses a process-flow style layout to show the progression from generic challenges to specific settlement outcomes.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
165
The chart includes a hypothetical 'PF BMY - Identified Opportunities' bar to illustrate the potential margin expansion.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
18
The chart uses a dashed green line to indicate the median valuation multiple of the peer group.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · David Goliath1 hit
40
The slide uses a red dashed circle to highlight the 5% return point.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
182
Uses a classic 'Before vs After' framing to attribute performance improvement to board changes.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
04
The slide is presented as a social media post from 'Streamline 66' (Elliott Management campaign).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Golden Circle1 hit
11
Uses a weight-based metaphor (kettlebell) to represent the 'drag' of poor performance on valuation.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
30
The slide uses a line chart to demonstrate the valuation gap between PSX and midstream peers, supported by a testimonial from Sigmund Cornelius.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
60
The slide uses a 'villain' framing by highlighting negative investor quotes about the CEO and board.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
98
The slide highlights the use of a median calculation that relies on the performance of the four 'inappropriate' peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
12
This is a screenshot of a social media post (Twitter/X) from the Streamline 66 campaign by Elliott Management.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
10
The slide uses a combination of a performance table and a bar chart to argue for management underperformance.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
31
The slide uses a red-highlighted header to emphasize 'POOR OPERATING PERFORMANCE'.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
41
The slide uses a red header to emphasize 'DAMAGED MANAGEMENT CREDIBILITY' as the primary theme.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
07
The slide uses a line chart for operating expenses and a bar chart for EBITDA spread to highlight the profitability gap.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
02
The slide is presented as a social media post from 'Streamline66' advocating for change.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
03
This is a promotional social media ad from Elliott Investment Management targeting Phillips 66 shareholders.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
The slide uses a red arrow to visually emphasize the performance gap between the Nasdaq Internet Index and GoDaddy.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
64
Includes a quote from CEO Tom Pike regarding operational discipline and benchmarking.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
09
The slide uses a red arrow to visually emphasize the performance gap between the Nasdaq Internet Index and GoDaddy.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
64
Includes a quote from CEO Tom Pike regarding operational discipline and benchmarking.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
20
Starboard Value presentation slide criticizing Salesforce's targets relative to peers.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
41
Uses a red dashed box to highlight the outlier performance of Vertiv.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
44
The slide uses a red-shaded area to visually emphasize the performance gap between the two indices.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
45
The slide uses a red bar for the subject company (Vertiv) to emphasize the valuation gap relative to the peer median.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
09
The slide uses a red arrow to visually emphasize the performance gap between the Nasdaq Internet Index and GoDaddy.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
21
Uses a side-by-side bar chart comparison to highlight performance gaps.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
09
The slide uses a clear visual callout to quantify the performance gap between the subject company and its peers.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
13
The slide uses a bar chart to visualize the margin gap and sets a 'Starboard Margin Target' benchmark.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
14
The chart uses annotations to link specific corporate events (acquisitions, management changes) to performance trends.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
15
The slide highlights a 'Market Share Gap' between the declining Office Depot and the growing Staples.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
03
The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
02
The slide uses quantitative underperformance data to justify an activist campaign against a merger.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
03
The slide uses a 'villain critique' style to frame the company's failure to meet its own stated long-term targets.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
05
The slide argues that management's focus on revenue growth is unrealistic and that margin expansion is a more viable path to performance improvement.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
02
The slide uses a 'villain' narrative (Starboard Value) to frame the stock underperformance as a result of management execution.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
05
The slide uses a waterfall-style calculation to derive implied margins and a bar chart to benchmark against peers.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
10
Uses a weight-based metaphor for valuation gap (failed governance as a weight).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
11
The chart uses a highway sign motif to emphasize the -450% underperformance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
97
The table highlights the discrepancy between the 'appropriate' large-cap peers and the 'inappropriate' small-cap peers, noting the use of median TSR calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit