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slides · global inventory

Expose Contradiction

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

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Matching slides 14,162
Current window 451-480
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

451-480 of 14,162

filter-aware
19
Uses a logical breakdown to expose a flaw in management's acquisition accounting.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
20
Uses a stacked bar chart comparison to illustrate the shift in valuation components.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
21
The slide uses a red dashed 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
22
Uses red arrows for misses and green arrows for beats to visually reinforce the thesis.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
24
Uses a timeline visualization to highlight the gap between historical performance and future projections.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
25
Uses color-coding (red/yellow/green) to categorize product status.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
26
Uses a table to show product failures/delays and a timeline to visualize the unrealistic launch cadence required.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
29
Uses a rhetorical question as a callout to emphasize the absurdity of the timeline.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
40
The slide uses a 'villain' narrative (Caforio) to frame poor stock performance against specific clinical milestones.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
43
Uses a side-by-side comparison structure to highlight strategic failure vs success.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
44
The slide uses external quotes to build a narrative of management hubris and poor strategic decision-making.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
46
The slide uses a red-pill visual motif for the trial names to emphasize failure.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
55
Uses a bar chart to compare revenue concentration of blockbuster drugs 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
62
The slide uses a line chart to contrast the revenue decay curves of small molecules vs biologics to argue that Celgene's portfolio is structurally vulnerable.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 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
65
Uses screenshots of news articles and government speech excerpts to build a case against the company's pricing strategy.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
67
The slide uses a combination of a quote/excerpt and a data table to build a case against the company's business practices.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
71
Uses a screenshot of a Bristol-Myers slide to expose the contradiction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
73
The slide uses a stacked area chart to visualize the revenue cliff for Celgene's portfolio.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 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
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
85
The slide uses a bar chart with a red arrow to highlight the 59% delta between the two figures.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