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Matching slides 96,741
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09
The slide uses red dashed lines to visually emphasize the performance gap between GCP and its peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification2 hits
12
Uses a list-based diagnostic framework to highlight failures.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem IdentificationLoop · Cost Of Inaction2 hits
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 Inaction2 hits
24
Uses a before-after framing to contrast industry performance with company performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation2 hits
30
Uses red dashed circles and callout boxes to highlight the failure of restructuring initiatives.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation2 hits
31
The slide uses a callout box to highlight the increase in consultant spending, specifically excluding activism defense costs.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation2 hits
34
Uses a 'before-after' style contradiction to debunk management's narrative.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation2 hits
92
The slide uses a chronological sequence of screenshots to demonstrate the degradation of management's pipeline transparency.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
102
Uses screenshots of news articles to provide evidence of the company's past poor capital allocation and clinical failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
113
Uses screenshots of news articles as evidence of public and regulatory sentiment.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
116
Uses a timeline framework to highlight management's shifting narrative.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
118
Uses a combination of a line chart and qualitative quotes to build a bearish case on CAR-T commercial viability.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
121
The slide highlights the long-term cash burn associated with the Celgene acquisition pipeline.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
124
Uses a waterfall-style bridge to decompose revenue expectations and contrast them with the reality of product development risk.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
125
Uses a timeline to contrast historical launch frequency with projected future requirements.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
131
Uses a waterfall-style logic to bridge from base case to adjusted case, highlighting value destruction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
133
Uses a waterfall-bridge style chart to illustrate the gap between base case and historical performance.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
137
This is a classic activist investor thesis slide challenging an M&A deal.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
155
The slide uses a green arrow to visually quantify the 63% outperformance gap between Amgen and BMY.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
163
Uses a combination of a peer net cash comparison and a 5-year FCF projection to justify the thesis.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
179
Includes a quote from an Amgen executive to support the proposed strategy.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
187
Uses a combination of qualitative testimonials and quantitative benchmarking (Amgen's 3% improvement) to argue for operational change.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
190
The slide uses a red 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
191
Uses a timeline visual to contrast historical performance (3 launches in 15 years) with projected performance (10 launches in 8 years).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
193
Uses a bar chart to visualize the margin gap between BMY and its peers, highlighting a 'PF BMY - Identified Opportunities' bar to show potential improvement.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
195
Uses a combination of a peer net cash comparison and a 5-year FCF projection to justify the thesis.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits