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Matching slides 118,471
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32,191-32,220 of 118,471
04
Uses analyst quotes and financial charts to demonstrate poor performance post-acquisition.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique2 hits
03
This is a text-heavy page from a shareholder letter, focusing on the rationale for a board proxy contest.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Loop · Voice Of Customer2 hits
06
Mellanox Technologies, Ltd. (MLNX)Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 2 hits
02
The slide uses a 'villain' narrative style, attributing poor performance to management's execution and acquisition strategy.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Zoom In2 hits
03
Includes a waterfall-style chart comparing pre-acquisition EV + capital spent vs current EV, and a quote from the CEO to highlight failed strategic promises.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Zoom In2 hits
01
Includes a quote from former BMS CEO Jim Cornelius to frame the strategic critique.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
17
Uses red callout boxes to highlight specific underperformance percentages and a green callout for activist intervention timing.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
29
Uses a rhetorical question as a callout to emphasize the absurdity of the timeline.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
39
This slide is used by an activist investor to frame the CEO transition as a point of investor concern.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
45
Uses a direct quote to undermine management credibility.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
52
The slide uses a red dashed line to emphasize the downward trend from the peak.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
03
Letter-format page (running prose with embedded charts) rather than a traditional slide. Synergy targets cited: $250M raised to $325M with FY2017 impact promise. EBITDA misses: FY16 14%, FY17 15%, FY18 13%.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 2 hits
09
Includes a waterfall-style bridge and a bar chart comparison.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 2 hits
01
This is the first page of an activist investor presentation/letter.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
04
The slide uses a line chart to illustrate the 'patent cliff' phenomenon, contrasting the steep decline of small molecules with the relative stability of biologics.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The Monster2 hits
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 Reveal2 hits
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 Reveal2 hits
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 Reveal2 hits
11
The slide uses a timeline-annotated line chart to suggest a narrative of defensive M&A.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
13
Uses a 'CEO Quote vs. Reality' structure to highlight management failure.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The VictoryLoop · Cost Of Inaction2 hits
16
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
02
This is a text-heavy shareholder letter page. It outlines three specific points of guidance for the Board regarding upcoming financial targets.Cars.com Inc. (CARS) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication2 hits
01
This is the first page of an activist investor letter.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context2 hits
10
The slide uses external analyst sentiment to validate the activist's thesis regarding the destruction of value from the Family Dollar acquisition.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
03
This is a standard activist investor closing letter and legal disclaimer page.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · DesireLoop · Cost Of Inaction2 hits
04
Page 4 of a proxy solicitation document.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · DesireLoop · Cost Of Inaction2 hits
05
Page 5 of a document, likely a proxy statement or shareholder letter appendix.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Action2 hits
08
Newell Brands Inc. (NWL)Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
09
Page 9 of a shareholder letter, containing legal ownership disclosures.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
02
The slide combines a performance chart with a narrative argument regarding corporate governance and board composition.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Analogy2 hits