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 collection

109,441-109,500 of 319,975

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01
Slide 1
Fluor Corporation (FLR)Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
02
Fluor Corporation (FLR)Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
03
The slide uses a donut chart to represent the breakdown of the $28B YTD backlog by business segment.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
04
Fluor Corporation (FLR)Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
05
The slide uses a grid-based layout to categorize business units and sub-sectors.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
06
The slide uses a grid-based segmentation to categorize business units.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
07
The slide uses a line chart to show market growth trends while listing competitors to illustrate market fragmentation.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
08
The slide uses a categorization framework to frame the market as inherently flawed and overly competitive.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
09
The chart uses a line graph with green and grey segments to denote different periods of Starboard's involvement.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
10
The slide uses data to argue that previous management's strategy was unsuccessful.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
11
The slide uses a combination of a bar chart for project losses and a line chart for stock performance to correlate operational failure with market valuation.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
12
The slide uses a logo-grid to categorize competitors into 'Current' and 'Past' (Bankruptcy/Distressed or Exit/Scaled Back).Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
13
The chart highlights the period from FY21 onwards in green to signify the tenure of the new CEO.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
14
The chart tracks two metrics: 'Backlog for Ongoing Legacy Projects in Loss Position' and 'Estimated Unfunded Losses Associated with Ongoing Legacy Projects'.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
15
The slide uses a visual contrast between 'Prior EPCM Players' (greyed out/categorized by distress/exit) and 'Current EPCM Players' (highlighted in green).Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
16
The slide uses a line chart to illustrate market size trends while listing logos of competitors to establish the 'fragmented' nature of the market.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
17
The slide uses a visual 'before and after' comparison of the competitive landscape to argue for Fluor's improved market position.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
18
The chart illustrates a strategic shift in contract mix under CEO David Constable.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
19
The chart uses CAGR annotations to show growth rates between periods.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
20
The slide uses a before-after comparison of pie charts to illustrate strategic portfolio shift.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
21
The slide uses a 'Truth Social' post as a form of authority citation to support the investment thesis.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
22
The chart uses two distinct median lines for different peer groups. The footer contains a detailed disclaimer regarding methodology and data sources.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
23
The calculation is presented as a simple arithmetic bridge: Market Cap * Ownership = Value.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Loop · Iceberg1 hit
24
The slide uses a waterfall-style bridge to demonstrate the impact of the NuScale stake on the valuation multiple.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Loop · Iceberg1 hit
25
The slide uses a timeline framework to establish the long-term strategic relationship between Fluor and NuScale.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
26
The slide uses a process flow to explain the technology, highlighting the modular nature (77MW per module).Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
27
The slide uses a green dashed box to highlight NuScale as the primary subject of the comparison.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
28
The slide uses the performance data to justify a divestment argument by labeling the asset 'non-strategic'.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
29
The slide uses a causal link (arrow) between rising data center power consumption and SMR investment.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
30
The chart highlights a significant valuation gap between Fluor and its peers, with median multiples shown for different peer groups.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
31
The chart specifically excludes the NuScale stake post-tax to isolate Fluor's core valuation.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
32
Uses a combination of a line chart showing stock performance and direct quotes from executives to frame the problem.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
33
The slide uses a binary classification (Taxable vs Tax-Free) to categorize strategic alternatives.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
34
The chart uses a bridge/waterfall structure to show the impact of removing the SMR stake on the EV/EBITDA multiple.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
35
Fluor Corporation (FLR)Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
01
Slide 1
Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
51
Pfizer Inc. (PFE)Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
52
The slide uses a red dashed box to isolate the 'COVID Benefit' period and another to highlight the summary statistics.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
53
The chart uses red bars to highlight Pfizer (PFE) and its 'Excl. COVID' performance, contrasting them with the blue bars of its peers.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
54
The slide uses red 'X' marks to visually emphasize the failure to meet expectations.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
55
The slide uses a bar chart to contrast historical performance with management's 2023 guidance, implying the guidance is overly optimistic given inventory levels.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
56
The slide uses a visual comparison of 'Doses Sold' vs 'Doses Used' to illustrate inventory dynamics and management's optimistic outlook.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
57
The slide uses a red-blue contrast to emphasize the negative performance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
58
Uses red arrows to visually emphasize the gap between guidance and actuals, and the subsequent decline.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
59
The slide uses a waterfall-style gap visualization to emphasize the delta between market expectations and company guidance.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
60
The slide uses quotes from Wolfe, JP Morgan, and TD Cowen to build a case against management.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
61
Pfizer Inc. (PFE)Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
62
The slide uses a quote-based argument to align the activist investor's thesis with management's stated goals.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
63
The chart uses a visual callout to quantify the 132 percentage point gap between Pfizer and the S&P 500.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
64
The slide uses a table from Pfizer's own Q1-2019 presentation to point out programs marked with 'X' (discontinued) or other delays, framing them as evidence of failure.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 highlights Pfizer (PFE) in red, showing it has the lowest return among the peer group.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 bridge to argue that current management's projected revenue return (15%) is insufficient compared to the target (38%).Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
69
Uses a waterfall-style logic to derive an incremental revenue requirement of $29 billion.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
70
The chart uses a waterfall bridge format to show the impact of LOEs and growth on 2030 revenue projections.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
71
Includes a causal flow diagram showing the link between achieving a 38% return and specific 2030 financial outcomes.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
72
This is a classic activist investor slide calling for board intervention in capital allocation.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
73
The chart highlights Pfizer's valuation gap relative to peers, suggesting undervaluation.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
74
Includes the company logo and website URL.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor 1 hit