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slides · global inventory

Antagonist Introduction

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

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Matching slides 1,369
Current window 91-120
Pages 46
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Framework: Antagonist Introductionclear collectionreset all
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Framework

91-120 of 1,369

filter-aware
57
Uses a visual mapping of corporate relationships and board composition to highlight the conflict.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
59
The slide uses a red 'X' motif to emphasize the lack of qualifications.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
06
Uses red dashed boxes to highlight the 'Worst Performer' (S&P 600) across all four charts.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
Uses a timeline to show appointments and red arrows to link them to specific conflict-of-interest descriptions.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
20
Uses a hub-and-spoke style diagram to show conflict of interest/lack of independence.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
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 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
65
Uses screenshots of news articles and government speech excerpts to build a case against the company's pricing strategy.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
66
Uses a 'guilt by association' framing to isolate the target company.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
89
Uses a timeline to visualize the gap between historical performance (3 launches in 15 years) and projected performance (10 launches in 8 years).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
102
Uses screenshots of news articles to provide evidence of the company's past poor capital allocation and clinical failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
108
The slide uses a combination of a logo grid for competitors and a series of pull-quotes to frame the product as facing an uphill battle.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
115
The slide uses a 'yellow flags' metaphor to frame the management team as untrustworthy.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
147
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 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
05
This slide serves as the opening narrative context for an activist campaign, establishing the 'hero' (Starboard) vs 'villain' (Box management) dynamic.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
32
This is a classic activist 'villain' slide, framing the company's performance as a series of failures to justify intervention.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
33
The slide uses a dual-track timeline to contrast company actions (top) with activist engagement (bottom).Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
79
Uses numbered list with 'X' markers to emphasize negative points.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
88
Uses a narrative timeline to expose the board's alleged bad faith actions.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
111
The slide uses a timeline-based chart to demonstrate the 'look-back' and 'rollover' features of an ESPP.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
01
Slide 1
The letter establishes the activist investor's narrative regarding Box's underperformance and alleged governance failures.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & Context1 hit
03
This is a text-heavy page from a shareholder letter, likely part of a proxy contest.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · The Reveal1 hit
04
This is a classic activist investor 'thesis' slide, combining a critique of management/board with a forward-looking financial target.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
06
Uses red 'X' icons to emphasize negative performance metrics.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
07
The slide uses a numbered list with flag icons to highlight specific areas of concern.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
16
The slide uses a numbered list to frame the case for change, typical of activist investor presentations.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
03
This is a page from a shareholder letter, likely part of a proxy contest or activist campaign.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · Critique of LivePerson's leadershipLoop · Cost Of Inaction1 hit
04
The slide uses a timeline visualization to highlight high executive turnover, followed by a narrative detailing allegations of misconduct and governance failures.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · Critique of LivePerson's leadershipLoop · Cost Of Inaction1 hit