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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 110,355
Current window 34,801-34,830
Pages 3,679
Rows per page 30
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34,801-34,830 of 110,355

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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 1 hit
135
Includes a waterfall-style bridge diagram showing the components of BMY management's valuation view.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
136
This is a classic 'preempt rebuttal' slide used by activist investors to undermine management's optimistic projections.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
138
Uses red dashed boxes and arrows to highlight the specific EPS comparison between the two scenarios.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
141
Uses a calendar visualization to highlight the compressed timeline between data room access and deal approval.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
142
Uses a specific case study (Bristol-Myers/Celgene) to highlight a contradiction in standard M&A deal dynamics.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
143
Uses a timeline framework to contrast the urgency of the acquirer against the target's caution.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
144
Uses a 'contradiction' framework to contrast the Committee's charter requirements with the actual timeline of the Celgene acquisition.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
146
Uses a timeline-style list to demonstrate long-standing market sentiment.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
148
The slide attempts to frame the Celgene merger as a 'poison pill' or entrenchment strategy rather than a strategic business decision.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
149
The slide uses a 'before-after' or 'contradiction' framing to suggest management was previously evasive about M&A interest.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
150
Uses a dual-chart layout to illustrate market cap scale and revenue concentration risk.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
153
The slide uses a precedent (Amgen) to argue for a specific operational strategy at the target company (Bristol-Myers).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
154
The slide uses a 'precedent' framework to validate the activist's thesis by showing successful execution by a peer.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
155
The slide uses a green arrow to visually quantify the 63% outperformance gap between Amgen and BMY.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
156
The slide uses S-4 filing data to support the activist's argument that the company is fundamentally strong, likely to contrast with a critique of management's execution or capital allocation elsewhere in the deck.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
157
The slide uses bar charts with trend lines to highlight growth trajectories for two key products.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
158
Includes CAGR annotations for both metrics.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
159
This slide is likely used to set up a future contradiction by establishing the company's own bullish narrative.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
161
Uses authority-citation to validate the investment thesis.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
162
Uses CEO/CFO quotes to frame management's narrative against the actual performance data.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
163
Uses a combination of a peer net cash comparison and a 5-year FCF projection to justify the thesis.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
164
Uses S-4 filing data to contrast internal vs external expectations.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
166
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
167
The slide uses a waterfall bridge to show how a 36% margin can reach 45% through operational efficiencies.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
168
The chart includes a hypothetical 'PF BMY - Identified Opportunities' bar to illustrate the target margin.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
169
The slide uses a map to visualize the geographic dispersion of facilities, supporting the argument for consolidation.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit