Looking through the Starboard's presentations on AOL and Darden, I find plenty of useful tidbits on ways to think about a underperforming business and fundamental analysis.
AOL: http://www.sec.gov/Archives/edgar/data/1468516/000092189512001124/dfan14a06297101_05222012.pdf
Darden: http://www.sec.gov/Archives/edgar/data/940944/000092189514000699/ex991dfan14a06297125_033114.pdf
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