Slide inventory

Matching slides 303,834

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GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value

Activist deck Activist investor Beat · Problem Identification2 hits

The slide uses a 'villain' framing by highlighting the underperformance of GCP relative to its peers.GCP Applied Technologies (GCP) · Starboard Value

Activist deck Activist investor Beat · Problem Identification2 hits

The slide uses red dashed lines to visually emphasize the performance gap between GCP and its peers.GCP Applied Technologies (GCP) · Starboard Value

Activist deck Activist investor Beat · Problem Identification2 hits

Uses a calendar visualization to highlight the compressed timeline between data room access and deal approval.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

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 2 hits

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 2 hits

Uses a combination of direct quotes and regulatory filing excerpts to build a case of management negligence.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

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 2 hits

The slide uses a 'before-after' or 'contradiction' framing to suggest management was previously evasive about M&A interest.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

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

Uses a before-and-after comparison of Amgen's stated goals vs. actual outcomes to build credibility.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

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

The slide uses a green arrow to visually quantify the 63% outperformance gap between Amgen and BMY.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

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

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

Uses authority-citation to validate the investment thesis.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

The slide uses a waterfall bridge to show how a 36% margin can reach 45% through operational efficiencies.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

The slide uses a map to visualize the geographic dispersion of facilities, supporting the argument for consolidation.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

Includes a process flow diagram illustrating stages 1-5 of biologics manufacturing.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

Uses a numbered list for strategies and a callout box for expert estimates.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

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

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

The slide uses a red bar for the target company (BMY) to highlight underperformance.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

The slide uses a bar chart to highlight BMY's outlier status compared to the peer average.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

Uses a testimonial to validate the structural inefficiency.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

Uses a combination of qualitative testimonials and quantitative benchmarking (Amgen's 3% improvement) to argue for operational change.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

This is a classic activist investor 'vote no' slide, highlighting valuation discrepancies and execution risk.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

The slide uses a red callout box to emphasize the negative implications of the management's aggressive assumptions.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

The chart uses a line graph with red dots representing failure scenarios and a blue dot for the base case.Bristol-Myers Squibb Company (BMY) · Starboard Value

Activist deck Activist investor 2 hits

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