slides · global inventory
Image
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 119,566
Current window 63,031-63,060
Pages 3,986
Rows per page 30
Component
63,031-63,060 of 119,566
01
This is a classic activist investor proxy solicitation letter.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
08
Newell Brands Inc. (NWL)Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Action1 hit
01
This is an activist investor letter from Starboard Value to Mellanox Technologies.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
06
Mellanox Technologies, Ltd. (MLNX)Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
01
This is the cover page of an activist investor letter.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Pre Mortem1 hit
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 1 hit
18
The slide uses a screenshot of a press release to establish credibility and provide evidence of shareholder dissent.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
36
The slide uses a quote from a 2008 tender offer to define the 'String of Pearls' strategy and contrasts it with a 2016 conference slide showing recent partnerships.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 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
71
Uses a screenshot of a Bristol-Myers slide to expose the contradiction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
80
The slide uses a waterfall-style logic to bridge the total synergy value into two distinct buckets (marketed vs pipeline).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
87
Uses a combination of a 10-K excerpt and a pie chart to highlight the discrepancy between industry reality and management's valuation assumptions.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
93
Uses a 'before-after' style critique of management guidance vs reality.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
99
The slide uses a screenshot of a Celgene presentation to highlight the company's 'blockbuster' claims, which the activist then challenges.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
104
Uses a direct excerpt from a 10-K filing to establish the liability and a bar chart to establish the revenue expectation.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
105
Uses CEO and President quotes to establish the baseline of management's public optimism.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
108
The slide uses a combination of a logo grid for competitors and a series of pull-quotes to frame the product as facing an uphill battle.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
109
The slide uses a 'CEO quote contradiction' or 'authority citation' approach by leveraging Arena's own presentation materials to build the activist's case.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
111
The slide uses a 'Competitive Landscape' map to visualize the density of ongoing research, contrasting the limited number of approved products with the high volume of pipeline candidates.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
112
Uses CEO quotes to validate the claim of manufacturing difficulty.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
113
Uses screenshots of news articles as evidence of public and regulatory sentiment.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
01
This is a formal activist investor letter.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 hit
01
This is the first page of an activist investor presentation/letter.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
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 1 hit
16
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
01
This is the first page of an activist investor letter.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
01
This is the opening page of an activist investor letter.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Attention1 hit
01
This is a letter from an activist investor (Starboard Value) to Newell Brands shareholders.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit