Matching slides 18,554
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10,591-10,620 of 18,554

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Uses a list-based diagnostic framework to highlight failures.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem IdentificationLoop · Cost Of Inaction1 hit
27
Uses a contrast-pairs framework to highlight management failure at GCP compared to peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
46
Uses visual evidence from proxy advisory firms to build a case against the Board's compensation practices.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
50
Uses excerpts from legal/proxy filings to build a case of potential board misconduct.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
56
Uses a combination of headshots, a relationship arrow, and a primary source excerpt to establish the conflict.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
81
Includes a CEO quote from 2017 to highlight the gap between management's stated goals and actual performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
88
Uses peer benchmarking to highlight R&D inefficiency.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
99
Uses a timeline to expose management's narrative as misleading.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
100
Uses a side-by-side comparison of quotes to highlight management inconsistency.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
13
Uses a 'before-after' style contradiction to highlight inconsistent reporting standards.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
18
Uses a callout box to highlight the specific misleading claim in the Board's offer.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
25
The slide uses excerpts from legal agreements to demonstrate that the appointment allowed for accelerated vesting of equity awards.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
26
Uses a contrast-pairs framework to juxtapose peer success against GCP failure.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
95
Uses a side-by-side comparison table to highlight the gap between internal management hype and external analyst skepticism.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
99
The slide uses a screenshot of a Celgene presentation to highlight the company's 'blockbuster' claims, which the activist then challenges.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
103
Uses news clippings as evidence to build a narrative of poor capital allocation or high-risk acquisition strategy.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
106
Uses a before-after framing to contrast management's pre-RTF optimism with post-RTF deflection.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
113
Uses screenshots of news articles as evidence of public and regulatory sentiment.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
116
Uses a timeline framework to highlight management's shifting narrative.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 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
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
143
Uses a timeline framework to contrast the urgency of the acquirer against the target's caution.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
144
Uses a 'contradiction' framework to contrast the Committee's charter requirements with the actual timeline of the Celgene acquisition.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
147
Uses a line chart overlaid with callouts to correlate specific events with stock price movements.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
156
The slide uses S-4 filing data to support the activist's argument that the company is fundamentally strong, likely to contrast with a critique of management's execution or capital allocation elsewhere in the deck.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
01
Slide 1
This is a formal shareholder letter from Starboard Value to eBay management.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor 1 hit
03
The slide uses a peer benchmark to justify a valuation gap, framing the separation as a value-unlocking event.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit