slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 32,221-32,250
Pages 3,950
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32,221-32,250 of 118,471
47
The slide uses a red dashed box to highlight GCP's position relative to the peer group.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown2 hits
49
Uses a timeline framework to highlight a sequence of events that expose board mismanagement.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown2 hits
90
Uses visual callouts (dashed boxes) to highlight M&A additions to the portfolio.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus2 hits
111
The slide uses a checkmark matrix to demonstrate the superior qualifications of the proposed slate.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Jobs To Be Done2 hits
01
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 2 hits
12
Uses a 'before-after' style contradiction frame to debunk management's narrative.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
13
Uses a 'before-after' style contradiction to highlight inconsistent reporting standards.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 2 hits
15
The slide uses a red arrow to visually emphasize the contraction of EBIT.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 2 hits
18
Uses a callout box to highlight the specific misleading claim in the Board's offer.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 2 hits
25
The slide uses excerpts from legal agreements to demonstrate that the appointment allowed for accelerated vesting of equity awards.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 2 hits
28
Uses a dual-chart layout to contrast revenue growth and margin expansion.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 2 hits
57
Uses a bar chart to illustrate the valuation gap and potential for multiple compression.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
59
The slide uses red callout boxes to emphasize specific points of underperformance and a green callout to mark an activist intervention.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
65
Uses screenshots of news articles and government speech excerpts to build a case against the company's pricing strategy.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
83
Uses a table to derive implied pipeline revenue and a callout box to highlight the specific 2028 assumption.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
107
Uses a combination of stock price performance and revenue estimate charts to highlight management failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
110
Uses a screenshot of a research report with a callout box to emphasize the contradiction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
112
Uses CEO quotes to validate the claim of manufacturing difficulty.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
122
The chart uses a line graph to show NPV crossing the zero threshold at $15B revenue.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
130
Uses a table to decompose the implied assumptions of Bristol-Myers' pipeline valuation.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
134
Uses a process-flow style layout to show the progression from generic challenges to specific settlement outcomes.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
140
Uses a rhetorical question as a callout to highlight the absurdity of the short diligence timeline.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
145
Uses a combination of direct quotes and regulatory filing excerpts to build a case of management negligence.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
165
The chart includes a hypothetical 'PF BMY - Identified Opportunities' bar to illustrate the potential margin expansion.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
175
Uses a numbered list for strategies and a callout box for expert estimates.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
180
Includes a quote from a former executive to support the argument for organizational streamlining.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
01
This is the first page of an activist investor letter.Corteva, Inc. (CTVA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Golden Circle2 hits
01
This is a formal shareholder letter from Starboard Value to eBay management.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor 2 hits
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 Inaction2 hits
06
The slide uses a bar chart to highlight the valuation gap between eBay and e-commerce peers.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits