slides · global inventory
Matrix 2x2
Tool collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 8,104
Current window 3,121-3,150
Pages 271
Rows per page 30
Tool
3,121-3,150 of 8,104
07
The chart uses a red vertical arrow to explicitly quantify the 132 percentage point underperformance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
12
The slide uses a logo-grid to categorize competitors into 'Current' and 'Past' (Bankruptcy/Distressed or Exit/Scaled Back).Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
15
The slide uses a visual contrast between 'Prior EPCM Players' (greyed out/categorized by distress/exit) and 'Current EPCM Players' (highlighted in green).Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
04
The slide highlights the decline in performance metrics post-COVID for specific companies targeted by Starboard Value.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
14
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
26
The chart highlights the stagnation of the Rule of 40 score, which remains below the industry benchmark line.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
39
The slide uses a donut chart to show revenue contribution by segment (Tripadvisor, Viator, TheFork).Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
63
The slide uses a combination of key performance indicators and a bar chart to demonstrate market leadership.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
85
The slide uses a grid-based segmentation to map sub-sectors to three main business units.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
109
The chart uses color-coding to distinguish between different industry segments (EPCM, Construction, Specialty EPCM, Specialty Contractors, Natural Gas EPC, Government Solutions & Services).Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
04
The slide uses a dashed green box to emphasize the subject company (TRIP) and dashed lines to indicate peer group averages.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
57
The slide uses a checkmark matrix to validate the hypothesis that scale is a key differentiator for CROs.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
58
Includes annotations regarding ownership status (Acquired by TMO, PE Consortium, Private) for specific firms.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
17
The slide uses two side-by-side bar charts to demonstrate growth in both volume (customers) and value (ARPU).GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
62
The chart uses color coding (blue for peers, red for Fortrea) to emphasize the performance gap.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
29
The slide uses a cartoon metaphor to explain the 'Goldilocks' principle of finding the 'just right' duration for assets relative to liabilities.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
11
The slide uses a bar chart to contrast the high return of capital by IBM and TXN against the low return by AAPL.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
49
The slide uses a checkmark/cross matrix to evaluate financial strategies.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
38
The chart illustrates the limited overlap between the two companies' product portfolios.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
05
The slide presents a standard valuation bridge calculation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
22
The chart uses a supply curve (cost vs. cumulative production) to demonstrate competitive advantage and market equilibrium.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
51
The slide uses a peer benchmarking table to validate a DCF-derived valuation against market-implied values.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
34
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
48
The slide highlights the distinction between proved reserves (845 MMBOE) and recoverable resource potential (10.2 BBOE).Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
66
The slide uses a red arrow to highlight the 'Tight Oil' bubble, emphasizing its high cost position on the Y-axis.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
15
The slide uses a specific calculation to derive value per acre sold based on retained earnings and dividends.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
31
The slide uses a simple sensitivity analysis table to derive a valuation range based on price per acre.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
17
The slide uses two bar charts side-by-side to demonstrate growth trends in both volume (customers) and value (ARPU).GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
38
The slide highlights market dominance (#1) and financial growth (10% CAGR) alongside ownership structure.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
52
Includes specific cost reduction targets (500bps S&M, 300bps G&A) and incremental margin assumptions.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit