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Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 11,188
Current window 3,961-3,990
Pages 373
Rows per page 30
Beat
3,961-3,990 of 11,188
04
Uses a combination of a performance table and a line chart to illustrate operational and market failure.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
05
The slide uses a quote from a former director to contradict the company's official narrative regarding his resignation.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)1 hit
13
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
14
The slide uses a waterfall-style bridge to illustrate margin expansion and a growth target decomposition.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
15
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
16
The slide uses a footer to reinforce the core message.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
17
The slide uses a dashed border to distinguish existing board members (Clay H. Kiefaber and Marran H. Ogilvie) from other nominees.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
18
The timeline uses a dual-row structure to show events above and below a central arrow, emphasizing the narrative of failed engagement.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
19
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
20
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
42
Uses a table to contrast individual director tenure and share purchases to support the argument of lack of alignment.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
43
Focuses on Marsha Evans as a target for removal.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
44
Focuses on W. Scott Hedrick as a specific target for removal.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
45
This slide is a direct attack on an incumbent board member's qualifications and history.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
46
This slide is part of an activist campaign by Starboard Value targeting Office Depot's board.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
47
Uses red 'X' icons to visually emphasize the lack of experience.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
48
Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
49
This is a classic activist investor 'case for change' slide, focusing on historical underperformance and board incompetence.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The StruggleLoop · Jobs To Be Done1 hit
50
Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The StruggleLoop · Jobs To Be Done1 hit
51
Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The StruggleLoop · Jobs To Be Done1 hit
52
The slide uses a narrative structure to link past board performance to the current activist campaign.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The StruggleLoop · Jobs To Be Done1 hit
53
Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The StruggleLoop · Jobs To Be Done1 hit
54
The slide uses a contrast-based layout to highlight the perceived superiority of the activist's nominees over the incumbents.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The StruggleLoop · Jobs To Be Done1 hit
06
The chart highlights the 'patent cliff' risk, specifically focusing on the concentration of revenue loss in 2026.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
07
The slide uses a bar chart to highlight the high revenue concentration of Revlimid compared to historical blockbuster drugs, and a range chart to show analyst uncertainty for Celgene's pipeline.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
08
Uses a stacked area chart to show revenue projections and pull-quotes to highlight management's past over-optimism.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
09
The slide uses a combination of a line chart to show financial decline and a timeline to show management's shifting narrative.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
10
This page is a text-heavy critique of a corporate acquisition, likely from an activist investor letter.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
03
The slide uses a peer benchmark to justify a valuation gap, framing the separation as a value-unlocking event.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
04
The slide uses a waterfall chart to demonstrate that the company's cost-saving targets are minimal relative to the total cost base.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit