Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

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Slide collection

107,821-107,880 of 319,975

filter-aware
268
The slide uses a Gantt chart format to visualize the timeline of strategic initiatives.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
269
The slide uses a Gantt-style chart to map out tasks across a 14-week horizon, highlighting decision points and focus areas.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
270
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
271
The slide uses a callout box at the bottom to summarize the core thesis.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
272
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
273
Uses a quote from a credit agency to undermine management's stated rationale for a transaction.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
274
Uses Moody's rating criteria to derive a synthetic credit score.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
275
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
276
Includes a bar chart showing estimated real estate value added by year from 2008-2013.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
277
Includes three distinct financial tables: Portfolio Sale Assumptions, Remaining Real Estate, and Illustrative Impact of Portfolio Sale on Leverage.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
278
Includes a specific URL reference to a 'Real Estate Primer' and conservative assumptions regarding ground leases.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
279
Includes a table of capital structure and a pie chart showing debt composition.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
280
Includes a synthetic rating calculation table and a footnote regarding S&P equivalence.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
281
Includes a detailed footnote explaining the rationale for REIT payout ratios and referencing a precedent (Granite Real Estate).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
282
This slide details the mechanics of a proposed corporate restructuring (spinoff) as part of an activist campaign.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
283
Includes a synthetic credit rating model based on Moody's criteria.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
284
Includes a waterfall-style bar chart and a scenario table comparing payout ratios under different EBITDA improvement assumptions.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
285
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
286
This is a classic activist investor 'thesis' slide, summarizing the 'why', 'what', and 'how' of the campaign.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
287
The slide uses a grid layout to showcase headshots, brief bios, and company logos associated with each nominee.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
288
The slide uses a grid layout to display headshots, brief professional summaries, and company logos for each nominee.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
289
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
290
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
291
The slide uses a series of pull-quotes from various financial institutions to build a narrative of market disapproval.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
292
The slide uses a 'wall of shame' approach to aggregate negative sentiment from various financial institutions.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
293
The slide uses external analyst reports to validate Starboard's activist thesis.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
294
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
01
Slide 1
Advance Auto Parts (AAP)Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
02
Advance Auto Parts (AAP)Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
03
The diagram uses a three-circle Venn structure to define investment criteria.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
04
The slide highlights the firm's track record of board representation and active engagement.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
05
Uses a simple before-after bridge to illustrate upside potential.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
06
Advance Auto Parts (AAP)Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
01
Slide 1
Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
02
Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
03
Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
04
The slide uses bolding to emphasize key strategic points and the $21 billion valuation figure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
05
Includes a call-to-action box at the bottom summarizing the valuation target.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
06
Uses a waterfall-style build for EBITDA and a bridge-style calculation for enterprise value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
07
The slide uses a numbered list to build a logical case for a specific corporate action (real estate separation).Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
08
The slide uses a waterfall chart to bridge individual property values to the total portfolio value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
09
The slide includes a bottom callout emphasizing that value creation is concentrated in B or better mall stores.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
10
The slide presents two distinct valuation tables for owned vs. ground-leased assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
11
Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
12
Uses a numbered list to outline the strategic benefits of a JV structure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
13
The slide outlines a specific financial target of $70 per share as a result of the proposed JV structure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
14
The slide outlines a structural reorganization strategy for real estate assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
15
The slide uses a diagram to illustrate the flow of cash and debt obligations between Macy's, the real estate entities, and debt holders.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
16
The slide uses a diagram to illustrate the flow of cash and ownership between Macy's, real estate partners, and debt holders for two distinct JV types.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
17
Includes a financial table and a flow diagram illustrating cash distribution percentages.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
18
Includes a supporting calculation box for the JV net cash flow to Macy's.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
19
The slide uses a 'Before JVs' vs 'After JVs' comparison to illustrate the deleveraging impact of the proposed transaction.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
20
Includes a specific rationale for targeting 3.5x based on Moody's criteria.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
21
Includes pro forma cash and debt tables showing the impact of JV transactions.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
22
The slide uses a sum-of-the-parts valuation approach for real estate assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
23
The slide highlights an 88.5% upside based on the sum of the operating business and real estate JVs.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
24
Uses Hudson's Bay as a comparative precedent for real estate monetization.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
25
Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
26
Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
27
Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor 1 hit