slides · global inventory
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Matching slides 118,471
Current window 73,141-73,170
Pages 3,950
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73,141-73,170 of 118,471
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Includes a footnote referencing SharkRepellent.net data regarding board representation settlements.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
04
Uses a combination of a performance table and a line chart to illustrate operational and market failure.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
12
Page number 12 at the bottom.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
13
This appears to be a standard SEC Form 4 disclosure table.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
14
The table lists transaction dates, executive names, titles, transaction types, share types, prices, quantities, and total values.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
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The table lists date, name, title, transaction type, security type, price, quantity, and total value of sales.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
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The table lists date, executive name, title, transaction type, security type, price, quantity, and total value.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
04
Uses a combination of revenue/margin trends and EPS guidance waterfall charts to demonstrate management's lack of visibility and poor performance.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
09
Page 9 of a shareholder letter.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Pre Mortem1 hit
05
This is a classic activist 'thesis' slide, setting the stage for the rest of the deck.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
06
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
07
Uses a green/red color coding to contrast positive attributes of the status quo against negative attributes of the proposed deal.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
08
Uses quotes from historical documents to establish the 'String of Pearls' strategy as a long-standing corporate policy.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
09
Uses a visual equation (Historical Acquisitions + Internal R&D = Success) vs (Celgene Acquisition = High Risk/Patent Cliff) to frame the contradiction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
10
Uses a combination of a performance table, a bar chart for margins, and a time-series line chart for P/E multiples to argue against management's M&A capability.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
11
The slide uses a '???' placeholder for the most recent deal to highlight uncertainty or impending failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
12
The slide uses a red-highlighted row for the most recent deal (Celgene/BMS) to emphasize the '???' performance, implying future failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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
03
This is page 3 of a shareholder letter, likely from an activist investor (Starboard Value or similar) opposing the BMY-Celgene merger.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The Monster1 hit
05
The slide argues against the Bristol-Myers/Celgene merger by highlighting the risk of patent cliffs.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
14
The slide uses annotations to link specific clinical trial events (KEYNOTE-189, CHECKMATE-331, CHECKMATE-451) to share price volatility.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
01
The slide uses a timeline-based chart to correlate specific corporate announcements with negative financial performance metrics.Cars.com Inc. (CARS) · 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
04
Includes a sign-off from Jeffrey C. Smith of Starboard Value LP.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Expert Witness1 hit
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This is a standard legal disclosure page from a proxy statement or shareholder letter appendix.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
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This appears to be a continuation of a table or list from a previous page, as it starts mid-sentence.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit