slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 421-450
Pages 473
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Slide function
421-450 of 14,162
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
229
Uses a bar chart to compare EBITDA margins on a fully-leased basis, highlighting Darden (DRI) as an outlier.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
291
The slide uses a series of pull-quotes from various financial institutions to build a narrative of market disapproval.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
03
The slide uses a bar chart to visualize margin erosion following acquisitions, specifically highlighting the Olapic deal.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
04
Uses analyst quotes and financial charts to demonstrate poor performance post-acquisition.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
05
The slide uses a quote from Scott Landers to highlight the discrepancy between management's initial expectations and the reality of the Olapic business model.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 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
02
The slide uses a 'villain' framing to contrast massive insider selling against negligible insider buying.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 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
04
The slide uses a scatter plot to show poor correlation between SBC and TSR, and a bar chart to highlight a 70% decline in insider ownership.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
05
The slide uses a bar chart to highlight the discrepancy between director stock sales and current holdings.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
04
Uses a combination of revenue/margin trends and EPS guidance waterfall charts to demonstrate management's lack of visibility and poor performance.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Zoom In1 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
09
Uses a visual equation (Historical Acquisitions + Internal R&D = Success) vs (Celgene Acquisition = High Risk/Patent Cliff) to frame the contradiction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
14
The slide uses a bar chart to compare the peer average P/E multiple against the BMY acquisition price for Celgene, followed by a callout box highlighting the patent cliff risk.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
15
Uses a bar chart to contrast peer average P/E with the implied acquisition P/E for Celgene.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
16
Uses a bar chart to compare revenue concentration of historical patent cliffs and a stacked area chart to visualize the revenue decline of Celgene's portfolio.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
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
05
The slide argues against the Bristol-Myers/Celgene merger by highlighting the risk of patent cliffs.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 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
11
The slide uses a timeline-annotated line chart to suggest a narrative of defensive M&A.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor 1 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
01
This is a letter from an activist investor (Starboard Value) to Newell Brands shareholders.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
The slide combines a performance chart with a narrative argument regarding corporate governance and board composition.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Analogy1 hit