slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 26,131-26,160
Pages 10,128
Rows per page 30
Component
26,131-26,160 of 303,834
24
Uses a timeline visualization to highlight the gap between historical performance and future projections.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
25
Uses color-coding (red/yellow/green) to categorize product status.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
28
The chart uses a scatter-plot style with a trend line to show the relationship between 2028 revenue and NPV.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
34
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
37
The slide uses a grid of pull-quotes to establish credibility and market sentiment.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
40
The slide uses a 'villain' narrative (Caforio) to frame poor stock performance against specific clinical milestones.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
41
The slide uses a stock chart to visualize the financial impact of a specific corporate failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
42
The slide uses a narrative structure to explain the scientific context before pivoting to the clinical trial failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
45
Uses a direct quote to undermine management credibility.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
48
Includes a screenshot of a BMS slide and a bar chart of sales estimates.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
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 2 hits
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 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
56
Uses a 'patent cliff' metaphor to argue against the acquisition.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
63
The chart uses a waterfall-style visualization to show cumulative revenue loss over time.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
64
The slide uses a red trend line and callouts to highlight the frequency and magnitude of price hikes.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
66
Uses a 'guilt by association' framing to isolate the target company.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
69
The slide uses a stacked area chart to visualize the 'cliff' effect of patent expirations.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
71
Uses a screenshot of a Bristol-Myers slide to expose the contradiction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg2 hits
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 · Iceberg2 hits
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 · Iceberg2 hits
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 · Iceberg2 hits
78
The slide uses a DCF model to cap the potential synergy value, explicitly noting that 100% cost elimination is unrealistic.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits