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

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Slide collection

108,541-108,600 of 319,975

filter-aware
35
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
36
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
37
The slide uses a list-based diagnostic framework to build a case for activist intervention.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
38
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
39
The slide uses a red double-headed arrow to visually emphasize the performance gap between the peer group and Box.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
40
The slide uses a red dashed circle to highlight the 5% return point.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
41
The slide uses a combination of a summary table and three bar charts to highlight consistent underperformance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
42
The slide uses color-coding (red for negative, green for positive) to highlight the frequency of negative earnings reactions.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
43
The slide uses a red highlight for the Box bar to emphasize its position as the lowest multiple.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
44
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
45
The slide uses a red dashed trend line to visually emphasize the deceleration.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
46
Uses analyst quotes to frame the quantitative data as a failure of management promises.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
47
The chart uses a red bar to visually distinguish Box from its peers.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
48
Uses two bar charts to illustrate the gap between adjusted and GAAP-adjusted profitability.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
49
Uses red arrows to emphasize the downward trend in both charts.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
50
Uses a CEO quote to validate the activist's critique of management performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
51
The slide uses a combination of a grouped bar chart showing regional productivity decline and a comparison bar chart against an industry benchmark.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
52
The slide uses a bar chart to contrast Box's low international headcount percentage against peers, supported by a CEO quote to frame the strategic choice as a negative.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
53
Uses CEO quotes as authority citations to support the activist thesis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
54
Uses a stacked bar chart to show the impact of acquisitions on R&D spend.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
55
Uses a combination of bar charts and callout annotations to contrast Box's performance against a peer group.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
56
Uses quotes from earnings calls and 10-Q filings to highlight the contradiction.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
57
Uses a comparative bar chart structure to highlight the discrepancy between Box's performance and the broader SMB software market.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
58
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
59
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
60
The slide uses a callout box to highlight an external analyst's skepticism regarding management's credibility.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
61
The slide uses a series of bar charts to visually demonstrate the gap between company-set targets and actual results.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
62
Uses a bar chart to contrast a management quote against actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
63
Uses a 'before-after' style contradiction by juxtaposing management quotes with a bar chart showing a 22% miss.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
64
Uses CEO quotes to establish a contradiction between management guidance and actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
65
Uses a quote from CFO Dylan Smith to frame the management expectation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
66
Uses a before-after framing to illustrate the reduction in growth targets.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
67
Includes a quote from Craig-Hallum as external validation of the failure.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
68
Uses a quote from the CEO to highlight the gap between management's stated goals and actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
69
Uses a quote-contradiction framework to highlight the gap between management guidance and actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
70
Uses a quote from the CFO to contrast with the actual performance data.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
71
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
72
Uses a waterfall chart to visualize the accumulation of unnecessary cash.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
73
The chart highlights Box (Q3 FY2021) with a red dashed border to emphasize its position relative to the peer median.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
74
Uses a waterfall chart to illustrate the erosion of gross proceeds by issuance and capped call costs.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
75
Uses a bar chart to contrast the large capital raise against the small actual spend on M&A and debt.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
76
The chart uses a blue color for Box data points and dark blue for peers, with a median line and a red trend line connecting specific data points.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
77
The slide uses a callout box to highlight the KKR deal terms and lists specific financial terms to support the argument of poor capital allocation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
78
The slide uses media clippings to validate the market's negative sentiment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
79
Uses numbered list with 'X' markers to emphasize negative points.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
80
Uses a CEO quote to contradict the Board's decision-making.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
81
Uses a quote from CEO Aaron Levie to frame the company's narrative against the activist's critique.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
82
Uses a combination of bar charts to contrast the inefficiency of the financing scheme against the company's available cash position.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
83
The chart uses a break in the x-axis to compare the initial share retirement against various dilution scenarios.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
84
The slide uses two charts to demonstrate the failure: one showing cash as a percentage of market cap relative to peers, and another showing the dilution impact of the preferred equity and self-tender.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
85
Uses a quote from CEO Aaron Levie to frame the contradiction.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
86
The slide uses a bar chart to visualize the discrepancy between the total issuance and KKR's actual retention.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
87
The slide uses a comparison frame to establish that KKR's investment is an outlier in size compared to market precedents.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
88
Uses a narrative timeline to expose the board's alleged bad faith actions.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
89
Uses a quote from CEO Aaron Levie to frame the criteria, then contrasts Starboard's qualifications against the 'status quo' rejection.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
90
Uses a callout box to present the company's own justification, which is then framed as a self-serving action.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
91
Includes a direct excerpt from the legal agreement (Section 5.11) to substantiate the claim.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
92
The slide uses legal excerpts to frame the Board's actions as a 'sham' and a 'pretext' for entrenchment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
93
Uses strong, accusatory language ('buy the vote', 'smarter than to be fooled', 'implicit promise').Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
94
Includes a direct email quote from Peter Feld to the Board of Directors.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit