Matching slides 110,355
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34,831-34,860 of 110,355

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05
Uses a process flow diagram to show corporate restructuring.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
170
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
171
The slide uses a process flow diagram to illustrate the sequential steps in biologics manufacturing, paired with a timeline table.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
172
The slide uses a process flow diagram to highlight the specific stage (Cell Culture) targeted for optimization.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
173
Includes a process flow diagram illustrating stages 1-5 of biologics manufacturing.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
174
The slide uses a specific manufacturing process flow (bioprocessing) to argue for operational efficiency gains.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
176
The chart includes a specific 'PF BMY - Identified Opportunities' bar to illustrate the potential target.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
177
Uses red bars for the subject company and blue bars for the peer benchmark to emphasize the gap.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
178
Uses red-to-blue color coding to emphasize the gap between the subject company and the benchmark.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
179
Includes a quote from an Amgen executive to support the proposed strategy.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
181
The slide uses a red bar for the subject company (BMY) to contrast with blue peer bars.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
182
The slide uses a comparison frame to highlight BMY's inefficiency relative to PFE.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
183
The slide uses a red bar for the target company (BMY) to highlight underperformance.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
184
The slide uses a bar chart to highlight BMY's outlier status compared to the peer average.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
185
The slide uses a 'Total Nearer-Term Expected Product Launches' calculation to highlight the lack of pipeline depth.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
186
Uses a testimonial to validate the structural inefficiency.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
187
Uses a combination of qualitative testimonials and quantitative benchmarking (Amgen's 3% improvement) to argue for operational change.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
189
This is a classic activist investor 'vote no' slide, highlighting valuation discrepancies and execution risk.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
190
The slide uses a red callout box to emphasize the negative implications of the management's aggressive assumptions.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
191
Uses a timeline visual to contrast historical performance (3 launches in 15 years) with projected performance (10 launches in 8 years).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
192
The chart uses a line graph with red dots representing failure scenarios and a blue dot for the base case.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
193
Uses a bar chart to visualize the margin gap between BMY and its peers, highlighting a 'PF BMY - Identified Opportunities' bar to show potential improvement.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
194
The slide uses a combination of a categorical table for market share and two bar charts for financial projections.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
195
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
196
The slide uses a waterfall bridge to visualize the path from current 36% EBITDA margin to a 45% pro forma margin.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
197
The slide uses a clear 'us vs. them' framing, positioning the proposed acquisition as high-risk and value-destructive compared to the standalone alternative.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 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
05
This is a text-heavy page from a shareholder letter (Starboard Value).eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit