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
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1

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

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Slide collection

108,481-108,540 of 319,975

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27
Page 26 of a Schedule 13D filing.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor Loop · Pattern Hunter1 hit
28
Page 27 of a Schedule 13D filing.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor Loop · Pattern Hunter1 hit
29
Page 28 of a Schedule 13D filing.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor Loop · Pattern Hunter1 hit
30
Page 29 of a regulatory filing (Schedule 13D amendment).Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor Loop · Pattern Hunter1 hit
31
Page 30 of a regulatory filing.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
32
Box, Inc. (BOX)Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
33
This is a formal activist investor letter.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
34
This is a formal letter from an activist investor (Starboard Value) to shareholders regarding a board nomination.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
35
Box, Inc. (BOX)Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
36
Box, Inc. (BOX)Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
37
This is a standard Schedule 13D joint filing agreement.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
38
Page 2 of a legal agreement document.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
39
Page 3 of a regulatory filing document.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
40
This is a standard legal document (nominee indemnification agreement) filed as an exhibit.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
41
This appears to be a continuation of a legal contract or NDA.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
42
Box, Inc. (BOX)Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
43
This is a legal document (Exhibit 99.4) outlining compensation terms for a board nominee.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
44
This is the final page of a legal contract.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
45
Exhibit 99.5Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
46
Standard legal disclosure document for proxy filings.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
47
Standard legal disclosure document for SEC filings.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
01
Slide 1
The slide uses a quote to establish the thesis of mismanagement and lack of board oversight.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
02
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
03
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
04
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
05
This slide serves as the opening narrative context for an activist campaign, establishing the 'hero' (Starboard) vs 'villain' (Box management) dynamic.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
06
The slide serves as a portfolio/track record exhibit, using a logo grid to establish credibility and historical reach.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
07
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
08
The slide uses a horizontal bar chart to represent the timeline of product launches.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
09
Uses CFO quotes from 2019 and 2020 to highlight the gap between management narrative and financial performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
10
Uses a series of bar charts to visually demonstrate the gap between company guidance and actual results.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
11
The slide uses an external analyst quote to validate the activist thesis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
The slide uses a pull-quote from a third-party analyst to validate the activist's thesis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Uses a bar-grouped chart to highlight relative underperformance across three key metrics.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
Uses a dual-column layout to contrast margin performance vs growth performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
This is a classic activist investor 'villain' slide, framing the board as incompetent or self-serving.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem Statement1 hit
16
Uses direct quotes from company filings to expose a contradiction between internal board actions and external messaging.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem Statement1 hit
17
The chart uses a dashed green line to indicate the median multiple of 5.9x.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · David Goliath1 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
19
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · David Goliath1 hit
20
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · David Goliath1 hit
21
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · David Goliath1 hit
22
This slide serves as a narrative bridge between the initial investment thesis and the current activist campaign.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · David Goliath1 hit
23
The slide uses a bar chart to highlight Box's negative operating margin relative to peers, emphasizing the need for operational improvement.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · David Goliath1 hit
24
Uses a combination of a bar chart for performance gap and a scatter plot for valuation correlation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · David Goliath1 hit
25
The slide uses a negative framing to highlight underperformance relative to peers.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · David Goliath1 hit
26
Uses a bar chart to compare Box's 1-day share price reaction against benchmarks, alongside three analyst quotes.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
27
The slide uses a testimonial to validate the activist's claim of being collaborative rather than purely adversarial.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
28
Uses a split-box layout to contrast 'wins' (green) against 'failures/resistance' (red).Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
29
Uses analyst quotes to frame the problem of stagnant growth.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
30
Uses a two-part bar chart comparison to contrast headline margin improvement with the reality of SBC-adjusted losses.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
31
The chart uses a relative performance index starting at 0% in March 2020.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
32
This is a classic activist 'villain' slide, framing the company's performance as a series of failures to justify intervention.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
33
The slide uses a dual-track timeline to contrast company actions (top) with activist engagement (bottom).Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
34
Uses a bar chart to show positive market reaction to activist intervention compared to benchmarks.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
01
Slide 1
The letter establishes the activist investor's narrative regarding Box's underperformance and alleged governance failures.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is a text-heavy page from a shareholder letter, likely part of a proxy contest.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · The Reveal1 hit
03
This is a text-heavy page from a shareholder letter, likely part of a proxy contest.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · The Reveal1 hit
04
This is a text-heavy page from a shareholder letter, functioning as a direct response to management's proxy materials.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
05
This is a page from a shareholder letter, specifically the closing signature page.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit