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slides · global inventory

Chart

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

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Matching slides 78,129
Current window 15,421-15,450
Pages 2,605
Rows per page 30
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15,421-15,450 of 78,129

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06
Includes logos of BASF, Sika, and Saint-Gobain.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification2 hits
07
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification2 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
25
The slide uses red annotations to highlight the delta between 2016 and 2019 for both margin erosion and cost increases.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation2 hits
16
Uses a bar chart to compare revenue concentration of historical patent cliffs and a stacked area chart to visualize the revenue decline of Celgene's portfolio.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
20
Uses a stacked bar chart comparison to illustrate the shift in valuation components.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
31
The slide uses a combination of a peer comparison bar chart and a forward-looking FCF projection to justify the thesis.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
47
Uses a combination of quarterly revenue charts and a qualitative quote to explain the market shift.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
49
The slide uses a red highlight for BMY to emphasize its outlier status in both charts.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
55
Uses a bar chart to compare revenue concentration of blockbuster drugs and a stacked area chart to visualize the revenue decline of Celgene's portfolio.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
81
Uses a waterfall-style bridge to reallocate synergies and expose the true cost of the pipeline.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
87
Uses a combination of a 10-K excerpt and a pie chart to highlight the discrepancy between industry reality and management's valuation assumptions.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
107
Uses a combination of stock price performance and revenue estimate charts to highlight management failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
128
Uses a waterfall-style bridge to illustrate the delta between management's case and analyst consensus.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
150
Uses a dual-chart layout to illustrate market cap scale and revenue concentration risk.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
153
The slide uses a precedent (Amgen) to argue for a specific operational strategy at the target company (Bristol-Myers).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
157
The slide uses bar charts with trend lines to highlight growth trajectories for two key products.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
158
Includes CAGR annotations for both metrics.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
162
Uses CEO/CFO quotes to frame management's narrative against the actual performance data.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
164
Uses S-4 filing data to contrast internal vs external expectations.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
177
Uses red bars for the subject company and blue bars for the peer benchmark to emphasize the gap.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
178
Uses red-to-blue color coding to emphasize the gap between the subject company and the benchmark.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
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 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