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slides · global inventory

27 Cost Of Inaction

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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 Beat · ProblemLoop · Cost Of Inaction1 hit
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Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
04
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
05
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
06
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
07
The slide uses a combination of a bar chart for historical revenue concentration and a floating bar chart (range) for analyst revenue estimates.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
08
Uses a stacked area chart to show revenue projections and pull-quotes to highlight past management over-promising.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 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 · AgitateLoop · Cost Of Inaction1 hit
14
The slide uses a valuation bridge to demonstrate the value leakage of keeping real estate assets within an operating company (OpCo) versus separating them into a REIT structure.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a custom 'fully-leased EBITDA' metric to normalize for real estate ownership structures.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
30
Uses a classic 'Problem vs. Solution' framing common in activist investor decks.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
31
The chart uses a 'fully-leased' adjustment to normalize for real estate ownership differences.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
32
The slide uses a 'villain_critique' approach by linking poor operational metrics directly to management's strategic failures (fire sale of Red Lobster, inability to turn around Olive Garden).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a two-column layout to present historical data vs. forward-looking guidance manipulation.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a dual-chart layout to show the inverse relationship between capital deployment and return on capital.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
35
The slide uses dual-axis charts to contrast growth metrics (bars) with margin performance (lines).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
36
Uses strong, accusatory language to frame the Board's actions as a breach of fiduciary duty.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
37
Uses a waterfall bridge to isolate the implied value of the operating business.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
38
Uses a contrast-pairs framework to highlight the discrepancy between public and private messaging.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
39
The slide uses the Red Lobster transaction as a 'case study' to reinforce the broader activist campaign against the Darden board.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
40
Uses a matrix-like structure to contrast capital investment against operational success and value destruction.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
02
The slide uses a bar chart to highlight significant negative performance gaps.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
03
Uses a 'before-after' style comparison for three distinct time periods to demonstrate a pattern of failure.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
332
The slide uses a dual-axis combo chart to correlate executive selling behavior with stock performance.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
333
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
334
Uses the famous Brandeis quote to justify the activist intent of the presentation.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Closing AskLoop · Cost Of Inaction1 hit