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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
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1

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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

109,261-109,320 of 319,975

filter-aware
55
The slide uses a visual comparison to cast doubt on management's 2023 guidance by contrasting it with the high performance of previous years.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
56
The slide is from a Starboard Value presentation critiquing Pfizer's management. It uses a bar chart to illustrate the expected trajectory of doses sold vs. doses used.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
57
The slide uses a red color for the actuals bar and the gap annotation to emphasize the negative performance.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
58
The slide uses red bars to emphasize the negative performance and missed guidance.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
59
Uses a waterfall-style gap annotation to emphasize the magnitude of the earnings miss.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
60
The slide uses external analyst commentary to validate the thesis that management credibility is compromised.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
61
Pfizer Inc. (PFE)Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
62
The slide uses a dialogue format between a GS Analyst and the Pfizer CEO to validate the investor's thesis.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
63
The chart uses a red vertical arrow to quantify the 132-point underperformance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
64
The slide uses a competitor's own internal slide as evidence of failure, specifically pointing to discontinued programs (Staphylococcus Aureus, Domagrozumab).Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
65
Pfizer Inc. (PFE)Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
66
The chart uses a broken axis for the top two performers (NVO, LLY) to accommodate the scale.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
67
Uses a simple division framework to highlight capital allocation inefficiency.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
68
The slide uses a waterfall chart to frame a critique of management's capital allocation efficiency.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
69
Uses a waterfall-style buildup calculation to arrive at an incremental revenue requirement.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
70
The chart uses a standard waterfall bridge format to reconcile 2023 revenue with a target 2030 revenue figure.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
71
Uses a causal link diagram to show the impact of achieving the 38% return target on 2030 financial outcomes.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
72
This is an activist investor presentation slide from Starboard Value.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
73
The chart includes a specific data point for 'PFE (Median R&D Efficiency)' at the far right.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
74
Pfizer Inc. (PFE)Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
01
Slide 1
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
02
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
03
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
04
Uses a two-part structure: a diagnostic table of failures followed by a list of required actions.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
05
The slide uses a checkmark list to summarize qualitative business strengths.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
06
The slide uses a red 'X' icon to denote negative performance indicators, followed by a rhetorical question in a dashed box to transition to the next section.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
07
The slide uses a numbered list format to present a series of grievances against the company.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
08
The slide highlights a 21 percentage point underperformance gap.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
09
The slide uses red color coding for Autodesk to emphasize underperformance relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
10
The slide uses red bars and red annotations to emphasize Autodesk's underperformance relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
11
The slide uses red bars and red arrows to emphasize the performance gap between Autodesk and the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
The slide uses red bars for Autodesk to emphasize underperformance and red arrows to quantify the point gap.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
13
The chart highlights significant underperformance of Autodesk relative to the indices across all timeframes.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
14
The slide highlights the performance gap between Autodesk and relevant software indices during the CEO's tenure.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
15
The chart uses a 7-year timeframe to demonstrate long-term value destruction relative to peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
16
The slide uses a numbered list to frame the company's issues as a series of failures.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
17
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
18
The slide uses a red dashed oval to highlight the specific financial targets, likely to contrast them with current performance in the broader activist deck.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
19
The table is largely empty, serving as a template for tracking target revisions over time.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
20
The slide uses a red dashed ellipse to highlight the specific metrics being scrutinized by the activist investor.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
21
The slide highlights a specific historical commitment to contrast with current performance or expectations.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
22
The table is largely empty, highlighting a lack of consistent reporting or tracking of historical commitments.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
23
The slide uses a red dashed oval to highlight the targets, likely to contrast with later performance or revised guidance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
24
The table highlights a pattern of historical commitments for FY2023 and FY2026, with empty columns for actuals and consensus, suggesting a critique of target reliability.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
25
The slide uses a bridge-style comparison to show how M&A activity adjusted the company's financial targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
26
Uses a screenshot of a previous investor day presentation to establish a baseline commitment.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
27
The table highlights a pattern of consistent financial guidance across multiple years.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
28
Uses red 'X' icons to visually emphasize failure to meet targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
29
Uses a timeline-style progression to show the shift in margin targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
30
Uses a red dashed circle and callout box to highlight the target reduction.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
31
Uses a timeline-style flow to show the 'miss' and the subsequent lowering of expectations.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
32
Uses a side-by-side quote comparison to frame a contradiction in management's stated goals.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
01
Slide 1
This is the first page of a shareholder letter; it establishes the activist's position and intent.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor 1 hit
02
This is a text-heavy page from a shareholder letter, focusing on legal action and corporate governance concerns.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
03
This is a text-heavy page from a shareholder letter, likely part of an activist campaign or proxy contest.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
04
This is a page from a shareholder letter, likely from an activist investor campaign. It uses a narrative structure to build a case against the Board's integrity.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
05
The slide uses a 'missed' red X motif to emphasize failure to meet stated financial goals.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
06
The slide uses a 'villain' framing, attributing poor stock performance to 'subpar execution' and 'lack of faith'.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
07
The slide argues for operational improvements and capital allocation changes at Autodesk based on peer valuation benchmarks.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
08
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The Victory1 hit