slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,645
Current window 6,691-6,720
Pages 355
Rows per page 30
Component
6,691-6,720 of 10,645
28
Uses a waterfall-style chart to show the accumulation of restructuring plans and savings targets.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
33
Uses direct quotes and financial disclosures to highlight the contradiction between management's framing of 'savings' and the reality of revenue loss.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
57
Uses a visual mapping of corporate relationships and board composition to highlight the conflict.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
96
Uses a 'before-after' style contradiction frame to highlight management's lack of urgency.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
11
Uses a CEO quote to establish a baseline expectation that was not met.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
03
Includes a waterfall-style chart comparing pre-acquisition EV + capital spent vs current EV, and a quote from the CEO to highlight failed strategic promises.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Zoom In1 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
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
45
Uses a direct quote to undermine management credibility.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
47
Uses a combination of quarterly revenue charts and a qualitative quote to explain the market shift.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
100
Uses a combination of a bar chart and pull-quotes to highlight the gap between management's 'blockbuster' narrative and analyst reality.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
101
Uses a Q&A excerpt from a 2019 conference to frame management's complacency.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
117
The slide uses a timeline to frame the late entry as a strategic failure or disadvantage.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
152
Uses a before-and-after comparison of Amgen's stated goals vs. actual outcomes to build credibility.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
186
Uses a testimonial to validate the structural inefficiency.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
01
The slide uses a quote to establish the thesis of mismanagement and lack of board oversight.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
11
The slide uses an external analyst quote to validate the activist thesis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
The slide uses a pull-quote from a third-party analyst to validate the activist's thesis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
27
The slide uses a testimonial to validate the activist's claim of being collaborative rather than purely adversarial.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
50
Uses a CEO quote to validate the activist's critique of management performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
60
The slide uses a callout box to highlight an external analyst's skepticism regarding management's credibility.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
62
Uses a bar chart to contrast a management quote against actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
65
Uses a quote from CFO Dylan Smith to frame the management expectation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
67
Includes a quote from Craig-Hallum as external validation of the failure.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
68
Uses a quote from the CEO to highlight the gap between management's stated goals and actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
07
The slide uses a quote from a Q3 earnings call to preemptively rebut management's concerns about supply chain capabilities.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit