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slides · global inventory

Fraud Exposure

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

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Matching slides 6,793
Current window 121-150
Pages 227
Rows per page 30
Framework: Fraud Exposureclear collectionreset all
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Framework

121-150 of 6,793

filter-aware
30
Uses red dashed circles and callout boxes to highlight the failure of restructuring initiatives.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
31
The slide uses a callout box to highlight the increase in consultant spending, specifically excluding activism defense costs.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
32
The slide uses a red callout box and arrow to emphasize the 30% contraction in EBIT.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
43
The slide uses a grid layout to show performance misses across multiple years and metrics.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 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
48
Uses a side-by-side bar chart comparison to highlight the gap between board-set targets and actual company performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
50
Uses excerpts from legal/proxy filings to build a case of potential board misconduct.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
51
The slide uses a bar chart to visualize the fee disparity, highlighting the potential for compromised objectivity.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
56
Uses a combination of headshots, a relationship arrow, and a primary source excerpt to establish the conflict.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
98
The slide uses a 'villain' framing by highlighting the lack of transparency regarding Verifi's financial contribution to GCP.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
08
Uses a waterfall-style comparison to isolate organic revenue decline by subtracting M&A contribution.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
12
Uses a 'before-after' style contradiction frame to debunk management's narrative.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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 1 hit
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 1 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
81
Uses a waterfall-style bridge to reallocate synergies and expose the true cost of the pipeline.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
86
The slide uses a series of small bar charts (indexed to 100) with arrows indicating direction of variance (red for negative, green for positive).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
93
Uses a 'before-after' style critique of management guidance vs reality.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
97
The slide uses a waterfall-style annotation to highlight the $30 billion loss in shareholder value.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
103
Uses news clippings as evidence to build a narrative of poor capital allocation or high-risk acquisition strategy.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
116
Uses a timeline framework to highlight management's shifting narrative.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
124
Uses a waterfall-style bridge to decompose revenue expectations and contrast them with the reality of product development risk.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
140
Uses a rhetorical question as a callout to highlight the absurdity of the short diligence timeline.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
145
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 1 hit
04
The slide uses a waterfall chart to demonstrate that the company's cost-saving targets are minimal relative to the total cost base.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit