slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 48,871-48,900
Pages 2,605
Rows per page 30
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48,871-48,900 of 78,129
13
Uses a red/green bar chart to visualize performance vs index; highlights Celgene/BMS deal with question marks.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
14
The slide uses a bar chart to compare the peer average P/E multiple against the BMY acquisition price for Celgene, followed by a callout box highlighting the patent cliff risk.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
15
Uses a bar chart to contrast peer average P/E with the implied acquisition P/E for Celgene.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
21
The slide uses a red dashed 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
22
Uses red arrows for misses and green arrows for beats to visually reinforce the thesis.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
26
Uses a table to show product failures/delays and a timeline to visualize the unrealistic launch cadence required.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
28
The chart uses a scatter-plot style with a trend line to show the relationship between 2028 revenue and NPV.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
32
Uses a peer benchmark chart to highlight the margin gap between BMY and its peers.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
34
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
40
The slide uses a 'villain' narrative (Caforio) to frame poor stock performance against specific clinical milestones.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
41
The slide uses a stock chart to visualize the financial impact of a specific corporate failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
48
Includes a screenshot of a BMS slide and a bar chart of sales estimates.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
51
The slide uses a red dashed line to visually emphasize the decline of Bristol-Myers' P/E ratio relative to its historical peak.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
56
Uses a 'patent cliff' metaphor to argue against the acquisition.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
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 1 hit
61
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
62
The slide uses a line chart to contrast the revenue decay curves of small molecules vs biologics to argue that Celgene's portfolio is structurally vulnerable.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
63
The chart uses a waterfall-style visualization to show cumulative revenue loss over time.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
64
The slide uses a red trend line and callouts to highlight the frequency and magnitude of price hikes.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
69
The slide uses a stacked area chart to visualize the 'cliff' effect of patent expirations.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
72
The slide uses a stacked bar chart to visualize the components of the deal value and a bulleted list to detail the specific DCF assumptions.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
73
The slide uses a stacked area chart to visualize the revenue cliff for Celgene's portfolio.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
74
Includes a waterfall-style bridge diagram showing the components of the BMY deal value.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
75
Includes a table of DCF projections and a stacked bar chart illustrating the deal value components.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
79
Includes a waterfall-style bridge diagram comparing the $62B calculated value to the $75B management claim.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
84
The slide uses a callout box to emphasize the short due diligence period relative to the size of the revenue bet.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
06
Includes a case study reference to Jacobs Engineering as a template for turnaround.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 hit