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slides · global inventory

Table

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

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Matching slides 60,568
Current window 20,551-20,580
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all
18 30 60

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20,551-20,580 of 60,568

filter-aware
10
The slide uses a combination of a summary performance table and three line charts showing indexed stock performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
15
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
39
Uses a 'before-after' style contrast between targets and actuals to highlight management failure.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
44
The slide uses a red-text convention for negative surprises and green for positive ones to visually emphasize the frequency of misses.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 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
61
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
74
Includes a waterfall-style bridge diagram showing the components of the BMY deal value.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
76
Uses a table to highlight a logical impossibility (synergies > costs) to challenge management's valuation assumptions.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
77
Uses a reductio ad absurdum argument to challenge the company's valuation narrative.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
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 1 hit
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 1 hit
88
The slide uses a red dashed circle to highlight the 'Average Expected Revenue Per Product' metric as the key point of contention.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
94
The slide uses color-coding (red, orange, green) to categorize drug status, effectively visualizing the failure of management's previous projections.Bristol-Myers Squibb Company (BMY) · 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
98
The slide uses a table to systematically dismantle the credibility of management's revenue projections for the Celgene acquisition.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
126
The slide uses color-coding (red, yellow, green) to categorize drug status, effectively acting as a visual 'stoplight' framework for management credibility.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
130
Uses a table to decompose the implied assumptions of Bristol-Myers' pipeline valuation.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
135
Includes a waterfall-style bridge diagram showing the components of BMY management's valuation view.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
148
The slide attempts to frame the Celgene merger as a 'poison pill' or entrenchment strategy rather than a strategic business decision.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
154
The slide uses a 'precedent' framework to validate the activist's thesis by showing successful execution by a peer.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
160
The slide uses a structured table to demonstrate a pipeline of growth opportunities.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
166
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
171
The slide uses a process flow diagram to illustrate the sequential steps in biologics manufacturing, paired with a timeline table.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
185
The slide uses a 'Total Nearer-Term Expected Product Launches' calculation to highlight the lack of pipeline depth.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
02
The slide uses a comparison table to frame the 'villain' (underperformance) and proposes a solution (separation of Classifieds).eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit