slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 20,521-20,550
Pages 2,019
Rows per page 30
Component
20,521-20,550 of 60,568
02
The slide uses a 'villain' narrative style, attributing poor performance to management's execution and acquisition strategy.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Zoom In1 hit
06
Includes footnotes regarding data sources and calculation methodology for Magellan's multiple.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Pre Mortem1 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
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
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
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 Moment1 hit
25
Uses color-coding (red/yellow/green) to categorize product status.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
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 1 hit
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 1 hit
34
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
35
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
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 1 hit
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 1 hit
44
The slide uses external quotes to build a narrative of management hubris and poor strategic decision-making.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
46
The slide uses a red-pill visual motif for the trial names to emphasize failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
50
Includes a summary table and three line charts showing stock performance relative to S&P 500, DRG, and S-4 peers.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
51
The slide uses a red dashed line to visually emphasize the decline of Bristol-Myers' P/E ratio relative to its historical peak.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
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 1 hit
58
Uses CEO/CFO quotes as evidence to support the thesis that patent cliffs drive M&A activity.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
04
The slide uses a comparison table to frame the company's performance as a failure of management execution rather than market conditions.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 hit
06
Includes a case study reference to Jacobs Engineering as a template for turnaround.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 hit
02
The slide uses quantitative underperformance data to justify an activist campaign against a merger.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor 1 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
04
The slide uses a 'before-after' comparison of performance metrics followed by a 'valuation bridge' calculation to isolate the value of the underperforming asset.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
06
The slide uses a comparison table to highlight Dollar Tree's outlier status regarding pricing strategy, then provides a narrative argument for moving away from the $1.00 price point.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & Approach1 hit
09
Includes a SOTP (sum-of-the-parts) reference in the final bullet point.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit