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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.

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319,975
Described
319,974
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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

108,841-108,900 of 319,975

filter-aware
36
CUSIP No. 775133101Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
37
The table lists transaction types, share counts, prices per share, and dates for early 2023.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
38
CUSIP No. 775133101 listed at the top.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
39
CUSIP No. 775133101Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
40
CUSIP No. 75133101 listed at the top.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
41
CUSIP No. 775133101Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
42
CUSIP No. 775133101 is listed at the top.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
43
CUSIP No. 775133101 listed at the top.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
44
This is a standard Schedule 13D joint filing agreement.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
45
This appears to be a continuation page of a Schedule 13D filing agreement.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
46
This is a standard legal signature block page from a regulatory filing.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
47
This is a legal template for a director nominee agreement.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
48
Rogers Corporation (ROG)Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
49
Rogers Corporation (ROG)Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
50
This is a legal compensation agreement for a board nominee.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
51
Rogers Corporation (ROG)Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
52
Standard legal disclosure document for SEC filings.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
53
Standard legal disclosure document for proxy solicitation filings.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
54
Standard legal disclosure document for SEC filings.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
55
Standard legal disclosure document for SEC filings.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
01
Slide 1
Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE)Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
02
Includes a watermark 'STARBOARD VALUE' in the center.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
03
Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE)Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
04
The slide highlights the performance of specific stocks presented at a previous investor summit.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
05
The slide uses bar charts to show the decline in growth + profitability metrics for three companies, annotated with their respective 2022 share price returns.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
06
The slide uses a 'Growth + Profitability' metric defined differently for each company as per their own reporting standards.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
07
The slide uses placeholders for the other two opportunities, likely to be revealed or discussed in subsequent sections.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
08
The slide uses a 'Rule of 40' style metric (Growth + Profitability) to benchmark performance. GoDaddy is highlighted with a red dashed box to emphasize its negative trend.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
09
The slide uses a red arrow to visually emphasize the performance gap between the Nasdaq Internet Index and GoDaddy.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
10
Includes a donut chart showing revenue split between Applications & Commerce and Core Platform.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
11
The slide uses a green bar for GoDaddy to visually distinguish it from the blue bars of its competitors.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
12
The slide is a direct screenshot of a website interface.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
13
The slide content seems disconnected from the title; the image shows 13D Monitor, not GoDaddy.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
14
The slide uses a screenshot of a third-party website (13D Monitor) to illustrate the type of business that relies on GoDaddy's services.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
15
The slide title describes GoDaddy, but the content is a screenshot of 13D Monitor. This appears to be an example of a website built using GoDaddy tools.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
16
The slide uses a grid layout to showcase product screenshots as evidence of the 'one-stop shop' thesis.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
17
The slide uses two bar charts to demonstrate growth metrics over a 5-year period.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
18
Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE)Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
19
Uses a simple additive logic flow to represent the investment thesis.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
20
The slide uses a timeline-style graphic to present a 3-year plan (2022-2024).Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
21
The slide uses a side-by-side bar chart comparison to demonstrate the gap between targets and actuals.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
22
The slide uses a dual-chart layout to contrast missed FCF targets with on-track FCF per share targets.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
23
The chart highlights GoDaddy (GDDY) in red to emphasize its underperformance relative to the median.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
24
The slide uses a stacked bar chart to visualize the components of the 'Rule of 40' metric (Revenue Growth + EBITDA Margin).Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
01
Slide 1
This is a formal shareholder letter from Starboard Value to the Board of Algonquin Power & Utilities Corp.Algonquin Power & Utilities Corp. (AQN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is a text-heavy shareholder letter page outlining a strategic plan.Algonquin Power & Utilities Corp. (AQN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
This is the final page of a shareholder letter from Starboard Value LP.Algonquin Power & Utilities Corp. (AQN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
Slide 1
This is the first page of a shareholder letter from Starboard Value to GoDaddy.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
The slide uses a timeline graphic to frame the original 3-year plan, followed by text detailing the failure to meet these targets.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & Context1 hit
03
The slide uses a 'villain critique' style to frame the company's failure to meet its own stated long-term targets.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
04
The slide argues that GoDaddy's poor performance is linked to a deteriorating growth and profitability profile compared to peers.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
05
The slide argues that management's focus on revenue growth is unrealistic and that margin expansion is a more viable path to performance improvement.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
06
The slide advocates for a 'growth + profitability' metric of 40% by end of 2024.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
07
The slide uses a bar chart to highlight a valuation gap, then transitions into an activist investor's demand for board representation.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
08
This is the final page of a shareholder letter, including a signature block.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · Action1 hit
01
Slide 1
This is the first page of a shareholder letter.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
02
This is a page from an activist investor letter (Starboard Value) criticizing LivePerson's board and management.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · Exposure of contradictions in LivePerson's performance1 hit
03
This is a page from a shareholder letter, likely part of a proxy contest or activist campaign.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · Critique of LivePerson's leadershipLoop · Cost Of Inaction1 hit
04
The slide uses a timeline visualization to highlight high executive turnover, followed by a narrative detailing allegations of misconduct and governance failures.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · Critique of LivePerson's leadershipLoop · Cost Of Inaction1 hit
05
This is the final page of a shareholder letter, signed by Peter Feld.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit