slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 68,311-68,340
Pages 3,683
Rows per page 30
Component
68,311-68,340 of 110,471
03
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
06
Includes logos of BASF, Sika, and Saint-Gobain.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
07
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
13
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
14
The slide uses a waterfall-style bridge to illustrate margin expansion and a growth target decomposition.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
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
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
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
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
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
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
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
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
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
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