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CEO Quote Contradiction
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Matching slides 2,772
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Framework
151-180 of 2,772
63
The slide uses a large callout box with a dashed border to emphasize a historical quote from a respected former executive.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
123
Uses a quote from Joe Lee to highlight the contradiction between historical values and current corporate policy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
170
Uses photographic evidence to demonstrate operational inconsistency.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
176
Uses two line charts to show search frequency trends; one absolute and one adjusted for store count.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
193
Uses a quote from a 2004 Darden Annual Report to establish credibility and align with historical company values.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
273
Uses a quote from a credit agency to undermine management's stated rationale for a transaction.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
292
The slide uses a 'wall of shame' approach to aggregate negative sentiment from various financial institutions.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
05
The slide uses a quote from a former director to contradict the company's official narrative regarding his resignation.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)1 hit
03
This is a text-heavy page from a shareholder letter, likely part of an activist campaign against Mellanox management.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
01
Includes a quote from former BMS CEO Jim Cornelius to frame the strategic critique.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
08
Uses quotes from historical documents to establish the 'String of Pearls' strategy as a long-standing corporate policy.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
17
Uses red callout boxes to highlight specific underperformance percentages and a green callout for activist intervention timing.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
45
Uses a direct quote to undermine management credibility.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
52
The slide uses a red dashed line to emphasize the downward trend from the peak.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
84
The slide uses a callout box to emphasize the short due diligence period relative to the size of the revenue bet.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
87
Uses a combination of a 10-K excerpt and a pie chart to highlight the discrepancy between industry reality and management's valuation assumptions.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
96
Uses a combination of direct quotes and a bar chart to demonstrate the gap between management guidance and reality.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
99
The slide uses a screenshot of a Celgene presentation to highlight the company's 'blockbuster' claims, which the activist then challenges.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
100
Uses a combination of a bar chart and pull-quotes to highlight the gap between management's 'blockbuster' narrative and analyst reality.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
101
Uses a Q&A excerpt from a 2019 conference to frame management's complacency.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
104
Uses a direct excerpt from a 10-K filing to establish the liability and a bar chart to establish the revenue expectation.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
105
Uses CEO and President quotes to establish the baseline of management's public optimism.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
107
Uses a combination of stock price performance and revenue estimate charts to highlight management failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
03
Letter-format page (running prose with embedded charts) rather than a traditional slide. Synergy targets cited: $250M raised to $325M with FY2017 impact promise. EBITDA misses: FY16 14%, FY17 15%, FY18 13%.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 hit
08
Uses a stacked area chart to show revenue projections and pull-quotes to highlight management's past over-optimism.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
09
The slide uses a combination of a line chart to show financial decline and a timeline to show management's shifting narrative.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
13
Uses a 'CEO Quote vs. Reality' structure to highlight management failure.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
02
The slide uses a line chart to contrast historical stock performance with management's prior promises of synergy and profitability.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
03
The slide uses a combination bar and line chart to contrast a target (green bar) with subsequent underperforming fiscal years (blue bars).Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit