slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
Current window 1,291-1,320
Pages 210
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Framework
1,291-1,320 of 6,294
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
10
Uses a combination of a performance table, a bar chart for margins, and a time-series line chart for P/E multiples to argue against management's M&A capability.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
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 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
57
Uses a bar chart to illustrate the valuation gap and potential for multiple compression.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
59
The slide uses red callout boxes to emphasize specific points of underperformance and a green callout to mark an activist intervention.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
62
The slide uses a line chart to contrast the revenue decay curves of small molecules vs biologics to argue that Celgene's portfolio is structurally vulnerable.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
109
The slide uses a 'CEO quote contradiction' or 'authority citation' approach by leveraging Arena's own presentation materials to build the activist's case.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
132
The slide uses a series of small bar charts with arrows to indicate whether actual performance exceeded (green) or fell short (red) of consensus estimates.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
137
This is a classic activist investor thesis slide challenging an M&A deal.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
153
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 1 hit
165
The chart includes a hypothetical 'PF BMY - Identified Opportunities' bar to illustrate the potential margin expansion.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
11
Includes a 'Starboard Margin Target' and 'Starboard Multiple Target' as benchmarks.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
13
The slide uses a bar chart to visualize the margin gap and sets a 'Starboard Margin Target' benchmark.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
14
The chart uses annotations to link specific corporate events (acquisitions, management changes) to performance trends.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
17
Uses a 'current vs pro forma' comparison to illustrate the impact of the Carquest acquisition on AAP's distribution capabilities.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
18
The slide uses a waterfall-style annotation on a bar chart to quantify the gap between AAP and its peers.Advance Auto Parts (AAP) · 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
04
The slide uses a line chart to illustrate the 'patent cliff' phenomenon, contrasting the steep decline of small molecules with the relative stability of biologics.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The Monster1 hit
12
The slide uses a bar chart to highlight BMY's high R&D investment relative to peers, framing it as a potential inefficiency or misallocation of capital.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The VictoryLoop · Cost Of Inaction1 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
15
The slide uses a bar chart to visually demonstrate that BMY's margins are below the peer average, supporting the activist's argument for operational improvement or sale.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
02
The slide argues that the Family Dollar acquisition is a distraction and suggests strategic alternatives, including a potential sale.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 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
02
The slide uses a 'villain' narrative (Starboard Value) to frame the stock underperformance as a result of management execution.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap1 hit