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slides · global inventory

Preempt Rebuttal

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

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Matching slides 1,189
Current window 31-60
Pages 40
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Slide function: Preempt Rebuttalclear collectionreset all
18 30 60

Slide function

31-60 of 1,189

filter-aware
105
The slide specifically addresses the counter-argument that they are trying to eliminate the 'unlimited' breadstick brand promise.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
137
The slide uses screenshots of the Chili's app to illustrate specific features (location finding, promotions, ordering) as a model for Olive Garden.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
144
The slide uses a comparison to argue that the customer base is not the problem, but rather the management's execution.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
236
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
284
Includes a waterfall-style bar chart and a scenario table comparing payout ratios under different EBITDA improvement assumptions.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
03
The slide uses a list of analyst quotes to frame the 'existential debate' and a table to quantify the impact of specific corporate missteps.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Problem1 hit
47
Includes a small inset image of a table from a previous slide (Elliott Perspectives on Management Commentary) to highlight the specific point being rebutted.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
48
Includes a thumbnail of a previous slide (likely a table) in the top right corner.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
11
The slide uses a '???' placeholder for the most recent deal to highlight uncertainty or impending failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
12
The slide uses a red-highlighted row for the most recent deal (Celgene/BMS) to emphasize the '???' performance, implying future failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
13
Uses a red/green bar chart to visualize performance vs index; highlights Celgene/BMS deal with question marks.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
27
This is a classic 'preempt_rebuttal' slide used by activist investors to undermine management's deal rationale.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
54
Uses a red box to highlight the Celgene/BMS deal as a current/future concern.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
56
Uses a 'patent cliff' metaphor to argue against the acquisition.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
58
Uses CEO/CFO quotes as evidence to support the thesis that patent cliffs drive M&A activity.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
68
The slide uses a process-style arrow to show the transition from a list of challengers to specific settlement outcomes.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
113
Uses screenshots of news articles as evidence of public and regulatory sentiment.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
119
Uses a combination of a bar chart to show analyst variance and pull-quotes to show expert skepticism.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
125
Uses a timeline to contrast historical launch frequency with projected future requirements.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
127
The chart uses a waterfall-like logic to show value destruction based on the number of product failures.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
128
Uses a waterfall-style bridge to illustrate the delta between management's case and analyst consensus.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
132
The slide uses a series of small bar charts with arrows to indicate whether actual performance exceeded (green) or fell short (red) of consensus estimates.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
46
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
53
Includes a comparison table of historical EBITDA for Red Lobster vs Darden to illustrate the credit-worthiness argument.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
59
This slide serves as a summary of grievances against management's strategic plan.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
69
Uses a simple table to highlight the valuation gap between REITs and Darden.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
04
The slide uses quantitative evidence (NAV per share, stock price increases) to argue that the current offer price is insufficient.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
03
This is a text-heavy page from a shareholder letter, likely part of an activist campaign.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Anchor1 hit
35
DSP Group, Inc. (DSPG)DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
70
The slide frames the activist's position as reasonable and conciliatory to preempt claims of being unreasonable or purely disruptive.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit