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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1

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Slide collection

109,321-109,380 of 319,975

filter-aware
33
The slide uses red dashed boxes and 'LOWERED' callouts to emphasize the negative trend in financial guidance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
34
The slide uses red text for actual/consensus figures that fall below or deviate from the historical targets, emphasizing the gap.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
35
Uses red 'X' icons to visually emphasize missed targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
36
The slide uses a numbered list format to present a series of grievances against the company's leadership.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
The chart uses a 'Rule of 40' style metric (Growth + Margin) to highlight ADSK's underperformance relative to peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
38
The slide uses a 'before-after' style logic to expose a contradiction in financial performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
39
Uses a structured list format to categorize margin improvement opportunities.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
40
The chart uses a red bar to highlight the target company (ADSK) against peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
41
Uses a waterfall-style logic to adjust spend and a bar chart to compare against peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
42
The slide uses a peer benchmark to justify a specific cost-cutting target of 300bps.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
43
The slide uses a red callout box to emphasize the contradiction between announced job cuts and actual headcount growth.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
44
Uses a contrast-pairs framework to highlight the gap between industry peers and the target company.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
45
Uses a combination of longitudinal growth analysis and cross-sectional peer benchmarking to highlight excessive compensation.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
46
The slide uses a simple arithmetic flow to define incremental margin as (Delta Operating Profit / Delta Revenue).Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
47
The slide uses a 'bridge' style calculation to show how revenue growth and profit growth result in a 71% incremental margin.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
48
The slide uses a 'Change' box to calculate the incremental margin (delta profit / delta revenue).Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
49
The slide uses a 'Change' column to highlight the delta between FY2024 and FY2027E, framing the 36% incremental margin as a failure to improve profitability.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
50
The slide uses a dual-line chart to demonstrate the inverse relationship between growth and margin efficiency, contrasting historical performance with consensus estimates.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
51
The slide uses a color-coded legend to distinguish between 'Design Software Peers' and 'Other Scaled Software Peers'.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
52
Includes a table detailing consensus revenue, gross profit, operating income, and margins, alongside specific cost reduction targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
53
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
54
The slide uses a contrast between the high payout percentages and the 'modest' performance descriptor to imply excessive compensation.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
55
Uses a split-chart approach to contrast historical performance periods.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
56
Uses red 'X' icons to denote negative practices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
57
Uses a contrast-pairs framework to highlight the gap between stated intent and actual practice.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
58
The slide uses a table to show that targets for FY2023 remained largely static across multiple years of investor presentations.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
59
The slide uses a 'miss vs. investor day' column to highlight the delta between public commitments and internal compensation hurdles.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
60
The slide uses red 'X' marks to visually emphasize the failure to meet historical targets, contrasting them with high 'Comp Attainment' percentages.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
61
Uses a series of grouped bar charts to contrast public investor expectations with internal compensation hurdles.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
62
Uses a stacked bar chart to visualize the weighting of compensation components (Revenue vs. Income/FCF).Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
63
Uses a highlighted excerpt from a proxy statement to support the activist's critique of executive compensation practices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
64
The slide highlights a negative governance practice by contrasting Autodesk with its peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
65
Uses a contrast-pair structure to highlight misalignment between management incentives and shareholder value.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
66
The slide uses a numbered list format to highlight specific areas of concern, with one item (5) highlighted in a different color to emphasize the severity of the audit committee investigation.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
67
Uses a screenshot of a news article as primary evidence.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
68
The slide uses a red dashed line and arrow to highlight the 22% drop in share price.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
69
The slide is a template for a timeline, currently showing only the starting point (FY2018).Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
70
The slide uses a timeline to frame a narrative of intentional misleading behavior by leadership.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
71
The slide uses a timeline to frame a narrative of intentional deception by leadership.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
72
Uses a timeline framework to highlight a sequence of events that suggest intentional misleading of shareholders.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
73
Uses a timeline framework to highlight the gap between public statements and internal actions.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
74
Uses a timeline framework to illustrate a sequence of events leading to a contradiction.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
75
Uses a direct quote from the company's own audit findings to frame management as deceptive.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
76
Uses a quote-contradiction framework to highlight management hypocrisy.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
77
Uses a visual equation to show how the manipulated metrics feed into the 'Financial Goal Funding Multiplier', leading to higher payouts.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
78
Uses headshots and arrows to link actions to individuals, with '???' used to imply missing accountability for certain actions.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
79
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
80
The slide uses a numbered list format to present a series of grievances against the current leadership.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
81
The slide uses a bar chart to visualize acquisition spend and a callout box to emphasize the cumulative total.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
82
The slide uses a series of rhetorical questions to challenge the Board's governance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
83
Uses a waterfall chart to illustrate the buildup of total cash available for buybacks through FY2027.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
84
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
85
The slide uses a numbered list to define the Board's duties and a red-dashed callout box to deliver the core critique.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
86
Includes a specific callout for cost savings (500bps S&M, 300bps G&A) and a projection of share repurchases.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
87
Includes a watermark 'WWW.TUXEBITDA.COM' in the center.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
88
This is a branding/filler slide at the end of the deck.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
01
Slide 1
Salesforce, Inc. (CRM)Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor 1 hit
02
Salesforce, Inc. (CRM)Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor 1 hit
03
The slide uses a 'callback' technique to link current investment opportunities to past analysis.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
04
The chart uses a 'Rule of 50' benchmark (Revenue Growth + Adj. Operating Margin).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Situation & ContextLoop · Pattern Hunter1 hit