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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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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

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

107,881-107,940 of 319,975

filter-aware
01
Slide 1
This is the first page of a shareholder letter from Starboard Value to Monotype Imaging.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Hook1 hit
02
The slide uses a split-chart 'before and after' framework to attribute value destruction to specific management decisions.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
03
The slide uses a bar chart to visualize margin erosion following acquisitions, specifically highlighting the Olapic deal.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
04
Uses analyst quotes and financial charts to demonstrate poor performance post-acquisition.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
05
The slide uses a quote from Scott Landers to highlight the discrepancy between management's initial expectations and the reality of the Olapic business model.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
06
The slide uses a waterfall-style calculation to quantify value destruction from non-core acquisitions.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
07
The slide uses a waterfall-style arrow to visually emphasize the margin decline from 42.9% to 21.8%.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
08
This is the final page of a shareholder letter, including signatures and a transition note to the nominee biographies.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Closing Ask1 hit
09
Monotype Imaging Holdings Inc. (TYPE)Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor 1 hit
10
Page 10 of a shareholder letter or proxy statement.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor 1 hit
11
This slide serves as a continuation of a nominee biography, focusing on past corporate roles.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor 1 hit
01
Slide 1
This is an activist investor letter from Starboard Value to Mellanox Technologies.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
02
The slide uses a 'villain' framing to contrast massive insider selling against negligible insider buying.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
03
This is a text-heavy page from a shareholder letter, likely part of an activist campaign against Mellanox management.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
04
The slide uses a scatter plot to show poor correlation between SBC and TSR, and a bar chart to highlight a 70% decline in insider ownership.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
05
The slide uses a bar chart to highlight the discrepancy between director stock sales and current holdings.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
06
Mellanox Technologies, Ltd. (MLNX)Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
07
The table contains 30 rows of transaction data.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
08
The table lists date, name, title, transaction type, security type, price, quantity, and total value.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
09
Page number 9 at the bottom.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
10
The table lists date, name, title, transaction type, security type, price, quantity, and total value.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
11
The table lists various executives and their open market sales of ordinary shares between 2012 and 2013.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
12
Page number 12 at the bottom.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
13
This appears to be a standard SEC Form 4 disclosure table.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
14
The table lists transaction dates, executive names, titles, transaction types, share types, prices, quantities, and total values.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
15
The table lists date, name, title, transaction type, security type, price, quantity, and total value of sales.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
16
The table lists date, executive name, title, transaction type, security type, price, quantity, and total value.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
07
The slide uses a combination of bar charts and a line chart to support the thesis that macro trends favor the company's business model.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
08
The chart shows SSS growth from 1997 to 2014, highlighting resilience during the 2007-2009 recession.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 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
10
The slide highlights the shift in AAP's business model towards commercial (DIFM) sales following the Carquest acquisition.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
11
Includes a 'Starboard Margin Target' and 'Starboard Multiple Target' as benchmarks.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
12
Advance Auto Parts (AAP)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 uses a '1A' label, suggesting it is part of a larger section on margin improvement.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
16
The chart uses a visual gap to represent missed sales opportunities.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
17
Uses a 'current vs pro forma' comparison to illustrate the impact of the Carquest acquisition on AAP's distribution capabilities.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
18
The slide uses a waterfall-style annotation on a bar chart to quantify the gap between AAP and its peers.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
19
The slide uses a comparison between Worldpac's high-performing stores and typical AAP stores to justify a valuation thesis.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
20
The slide uses two bar charts to demonstrate financial capacity: one for leverage (Net Debt/EBITDAR) and one for cash flow growth.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
21
The slide uses a pie chart to show total industry fragmentation and a bar chart to contrast DIY vs DIFM market fragmentation.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
22
The chart uses a waterfall-bridge structure to illustrate the incremental value added by specific strategic initiatives.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
23
This is a standard transition or filler slide used in Starboard Value activist presentations.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
01
Slide 1
This is a formal activist investor letter.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & Context1 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
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
04
The slide uses peer benchmarking to expose the company's historical underperformance and lack of credibility in meeting future targets.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · 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
06
This is the final page of a shareholder letter, signed by Peter A. Feld.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
01
Slide 1
This is a formal activist investor letter serving as the cover page for a presentation deck.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
02
The slide uses a line chart to contrast historical stock performance with management's prior promises of synergy and profitability.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
03
The slide uses a combination bar and line chart to contrast a target (green bar) with subsequent underperforming fiscal years (blue bars).Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
04
Page 4 of a shareholder letter; text-heavy format.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
05
Page 5 of a shareholder letter, concluding with a sign-off from Jeffrey C. Smith.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
06
This is a continuation page of a longer list of nominee bios.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
07
Page number 7 at the bottom.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
08
Newell Brands Inc. (NWL)Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
09
Page 9 of a shareholder letter, containing legal ownership disclosures.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
10
Page 10 of a shareholder letter/proxy statement.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit