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 481-510
Pages 473
Rows per page 30
Slide function
481-510 of 14,162
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
88
The slide uses a red dashed circle to highlight the 'Average Expected Revenue Per Product' metric as the key point of contention.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
89
Uses a timeline to visualize the gap between historical performance (3 launches in 15 years) and projected performance (10 launches in 8 years).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
90
Uses a before-after framing to highlight the shift from non-specific bullishness to specific product hype.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
91
The slide uses a before-and-after comparison to highlight management inconsistency.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
92
The slide uses a chronological sequence of screenshots to demonstrate the degradation of management's pipeline transparency.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
93
Uses a 'before-after' style critique of management guidance vs reality.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
94
The slide uses color-coding (red, orange, green) to categorize drug status, effectively visualizing the failure of management's previous projections.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
95
Uses a side-by-side comparison table to highlight the gap between internal management hype and external analyst skepticism.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
97
The slide uses a waterfall-style annotation to highlight the $30 billion loss in shareholder value.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
102
Uses screenshots of news articles to provide evidence of the company's past poor capital allocation and clinical failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
103
Uses news clippings as evidence to build a narrative of poor capital allocation or high-risk acquisition strategy.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
106
Uses a before-after framing to contrast management's pre-RTF optimism with post-RTF deflection.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
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
116
Uses a timeline framework to highlight management's shifting narrative.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
124
Uses a waterfall-style bridge to decompose revenue expectations and contrast them with the reality of product development risk.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
126
The slide uses color-coding (red, yellow, green) to categorize drug status, effectively acting as a visual 'stoplight' framework for management credibility.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
130
Uses a table to decompose the implied assumptions of Bristol-Myers' pipeline valuation.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
138
Uses red dashed boxes and arrows to highlight the specific EPS comparison between the two scenarios.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
140
Uses a rhetorical question as a callout to highlight the absurdity of the short diligence timeline.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
141
Uses a calendar visualization to highlight the compressed timeline between data room access and deal approval.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit