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The slide uses arrows to visually emphasize the diverging performance trends between the two companies.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
09
The chart highlights LLY and NVO as outliers due to GLP-1 participation. Pfizer is shown in green to distinguish it from the peer group.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 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
08
The slide highlights a 21 percentage point underperformance gap.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
09
The slide uses red color coding for Autodesk to emphasize underperformance relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
10
The slide uses red bars and red annotations to emphasize Autodesk's underperformance relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
11
The slide uses red bars and red arrows to emphasize the performance gap between Autodesk and the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
The slide uses red bars for Autodesk to emphasize underperformance and red arrows to quantify the point gap.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
35
The chart highlights Speedway in red to distinguish it from the blue-colored peer group.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
08
The slide uses a 'villain' framing by highlighting the underperformance of GCP relative to its peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
153
The slide uses a precedent (Amgen) to argue for a specific operational strategy at the target company (Bristol-Myers).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
141
The slide uses a color-coded system (red, grey, green) to indicate performance relative to benchmarks.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
02
The slide is presented as a social media post from 'Streamline 66' (an Elliott Management campaign).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Escalating ChaosLoop · Benchmark Gap1 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
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
02
The slide uses a comparative bar chart to highlight investor dissatisfaction with Phillips 66's leadership and strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Attention1 hit
12
The slide uses a red color scheme for Phillips 66 to emphasize negative sentiment compared to green/blue for peers.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
44
The slide uses a bar chart comparison to argue for a valuation premium for Dow Jones.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
62
The slide uses a red color for Fortrea to emphasize its underperformance relative to the blue-colored peers.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 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
63
The chart highlights that even when controlling for revenue scale, Fortrea's margins (13% and 8.8%) are significantly lower than the peer median of 18%.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
10
The chart uses a red bar for Wix to emphasize the outlier status compared to the blue peer bars.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
46
The chart uses a stacked bar approach to show the components of performance (growth vs margin) relative to a peer median.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
22
The slide uses a contrast-principle to highlight the disparity between AOL's costs and its peers.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
Uses peer benchmarking to infer internal profitability metrics for a company that does not disclose them.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
07
The slide uses a bar chart to highlight the high revenue concentration of Revlimid compared to historical blockbuster drugs, and a range chart to show analyst uncertainty for Celgene's pipeline.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
03
The slide uses a 'villain' narrative to critique Mellanox's operational efficiency and growth relative to peers.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
76
The chart highlights a valuation gap between PSX (6.1x) and industry peers (averaging 9.7x-10.4x).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
04
The chart uses a red line to emphasize the negative performance trend.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
13
The slide uses a table for financial metrics and a line chart for operational performance (RevPAR) to argue for superior capital efficiency.The pitch deck a startup trying to rival Airbnb used to raise millions · Sextant
Pitch deck Strategy consulting 1 hit