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slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 8,641-8,670
Pages 3,225
Rows per page 30
Component: Calloutclear collectionreset all
18 30 60

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8,641-8,670 of 96,741

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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 2 hits
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 2 hits
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 2 hits
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 2 hits
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 2 hits
23
The slide uses a table to detail specific clinical and commercial risks for five products, followed by a callout regarding unidentified earlier-stage products.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
24
Uses a timeline visualization to highlight the gap between historical performance and future projections.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
25
Uses color-coding (red/yellow/green) to categorize product status.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
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 2 hits
27
This is a classic 'preempt_rebuttal' slide used by activist investors to undermine management's deal rationale.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
29
Uses a rhetorical question as a callout to emphasize the absurdity of the timeline.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
30
This is a classic activist investor 'thesis' slide, focusing on valuation gaps and management incompetence.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
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 2 hits
38
The slide highlights the market's positive reaction to the 'String of Pearls' strategy prior to the CEO transition.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
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 2 hits
43
Uses a side-by-side comparison structure to highlight strategic failure vs success.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
45
Uses a direct quote to undermine management credibility.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
53
The slide uses a red dashed box to highlight the specific transaction being criticized.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
54
Uses a red box to highlight the Celgene/BMS deal as a current/future concern.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
67
The slide uses a combination of a quote/excerpt and a data table to build a case against the company's business practices.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
78
The slide uses a DCF model to cap the potential synergy value, explicitly noting that 100% cost elimination is unrealistic.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
83
Uses a table to derive implied pipeline revenue and a callout box to highlight the specific 2028 assumption.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
85
The slide uses a bar chart with a red arrow to highlight the 59% delta between the two figures.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
89
Uses a timeline to visualize the gap between historical performance (3 launches in 15 years) and projected performance (10 launches in 8 years).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
91
The slide uses a before-and-after comparison to highlight management inconsistency.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits