slides · global inventory
CEO Quote Contradiction
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,772
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Framework
181-210 of 2,772
28
Uses a waterfall-style chart to show the accumulation of restructuring plans and savings targets.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
33
Uses direct quotes and financial disclosures to highlight the contradiction between management's framing of 'savings' and the reality of revenue loss.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
34
Uses a 'before-after' style contradiction to debunk management's narrative.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
41
Uses CEO quotes as a mechanism to expose management's failure to meet their own stated targets.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
42
Uses CEO quotes to highlight the gap between management's historical guidance and actual performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
46
Uses visual evidence from proxy advisory firms to build a case against the Board's compensation practices.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
52
Uses a direct quote from the company's proxy statement to highlight hypocrisy.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
81
Includes a CEO quote from 2017 to highlight the gap between management's stated goals and actual performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
95
Uses a 'before-after' style contradiction frame, contrasting a competitor's proactive strategy with the target's reactive excuses.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
96
Uses a 'before-after' style contradiction frame to highlight management's lack of urgency.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
05
The slide uses a 'before-after' style logic to debunk management's narrative of value creation.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
09
Uses a 'before-after' or 'expose contradiction' framing to debunk management's claims.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
11
Uses a CEO quote to establish a baseline expectation that was not met.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
13
Uses a 'before-after' style contradiction to highlight inconsistent reporting standards.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
15
The slide uses a red arrow to visually emphasize the contraction of EBIT.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
18
Uses a callout box to highlight the specific misleading claim in the Board's offer.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
25
The slide uses excerpts from legal agreements to demonstrate that the appointment allowed for accelerated vesting of equity awards.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
110
Uses a screenshot of a research report with a callout box to emphasize the contradiction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
114
Uses a screenshot of a Celgene investor presentation to highlight the $3B peak sales claim.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
118
Uses a combination of a line chart and qualitative quotes to build a bearish case on CAR-T commercial viability.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
142
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 1 hit
144
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 1 hit
159
This slide is likely used to set up a future contradiction by establishing the company's own bullish narrative.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
162
Uses CEO/CFO quotes to frame management's narrative against the actual performance data.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
164
Uses S-4 filing data to contrast internal vs external expectations.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
187
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 1 hit
190
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 1 hit
09
Uses CFO quotes from 2019 and 2020 to highlight the gap between management narrative and financial performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
Uses a dual-column layout to contrast margin performance vs growth performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
02
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