slides · global inventory
Diagnose Problem
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,245
Current window 61-90
Pages 75
Rows per page 30
Slide function
61-90 of 2,245
10
This slide acts as a continuation of a previous slide detailing EBITDA improvement opportunities.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
29
Uses red arrows to signify negative trends and a contrast-based layout to highlight underperformance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
30
Uses a side-by-side comparison structure to frame the activist's thesis.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
90
The slide uses a list of five critical pain points to justify the need for operational change.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
103
This slide frames the operational failure as a 'perfect storm' and suggests a solution based on re-engineering kitchens, citing Brinker as a precedent.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
107
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
108
Includes a specific example of chicken weight tolerance and a photo of a branded Red Lobster bag as a 'Cadillac' example of over-specification.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
109
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
121
Includes a callout box referencing a successful precedent at Olive Garden.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
128
The slide uses a bar chart to establish a performance gap, followed by a list of failures and a specific proposal for operational changes.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
175
The slide uses a color-coded map to highlight regional underperformance, supporting the argument for operational intervention.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
02
The slide uses a split-chart 'before and after' framework to attribute value destruction to specific management decisions.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
23
The slide uses a table to detail specific clinical and commercial risks for five products, followed by a callout regarding unidentified earlier-stage products.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
30
This is a classic activist investor 'thesis' slide, focusing on valuation gaps and management incompetence.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
32
Uses a peer benchmark chart to highlight the margin gap between BMY and its peers.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
42
The slide uses a narrative structure to explain the scientific context before pivoting to the clinical trial failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
63
The chart uses a waterfall-style visualization to show cumulative revenue loss over time.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
98
The slide uses a table to systematically dismantle the credibility of management's revenue projections for the Celgene acquisition.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
112
Uses CEO quotes to validate the claim of manufacturing difficulty.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
117
The slide uses a timeline to frame the late entry as a strategic failure or disadvantage.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
121
The slide highlights the long-term cash burn associated with the Celgene acquisition pipeline.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
29
The slide uses a dual-chart layout to correlate price growth with traffic decline, supporting an activist thesis for operational change.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
30
The slide uses red dashed boxes to highlight specific data points and poses a rhetorical question at the bottom to frame the problem.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
82
The slide uses a combination of bar charts to illustrate the correlation between price increases and traffic declines.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
102
The slide uses strong, emotive language ('wrong spin-off', 'value destructive', 'question whether its interests are aligned') typical of activist investor presentations.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
03
This is page 3 of a shareholder letter, likely from an activist investor campaign.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
16
The chart uses a visual gap to represent missed sales opportunities.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
03
This is page 3 of a shareholder letter, likely from an activist investor (Starboard Value or similar) opposing the BMY-Celgene merger.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The Monster1 hit
06
The chart highlights the 'patent cliff' risk, specifically focusing on the concentration of revenue loss in 2026.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
01
The slide uses a timeline-based chart to correlate specific corporate announcements with negative financial performance metrics.Cars.com Inc. (CARS) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit