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121-150 of 3,962

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GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
14
The slide uses a waterfall-style bridge to illustrate margin expansion and a growth target decomposition.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
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GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
62
Includes a waterfall chart for margin bridge and a bar chart for revenue growth targets.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
63
The slide uses a structured list format to present strategic recommendations for GCP.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
66
Uses a three-part structure: Background, Problem, and Proposed Solution.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
67
Uses a structured background-problem-solution framework.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
69
Uses a comparison between GCP's current application-based segmentation and Sika's performance-based tiering to illustrate the proposed strategic shift.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
70
Includes a red handwritten-style arrow pointing from the Jefferies quote to a red-dashed callout box criticizing GCP's late entry into the DIY/smaller-scale projects market.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
73
Uses a structured 'Background-Problem-Solution' framework.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
77
The slide uses a numbered process flow diagram to illustrate the proposed workflow between Customer, Sales, Marketing, Executive Committee, R&D, and Manufacturing.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
81
Includes a CEO quote from 2017 to highlight the gap between management's stated goals and actual performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
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Uses peer benchmarking to highlight R&D inefficiency.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
97
Uses a three-part structure: Background, Problem, and Proposed Solution.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
102
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Jobs To Be Done1 hit
166
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
170
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
172
The slide uses a process flow diagram to highlight the specific stage (Cell Culture) targeted for optimization.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
174
The slide uses a specific manufacturing process flow (bioprocessing) to argue for operational efficiency gains.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
175
Uses a numbered list for strategies and a callout box for expert estimates.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
179
Includes a quote from an Amgen executive to support the proposed strategy.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
193
Uses a bar chart to visualize the margin gap between BMY and its peers, highlighting a 'PF BMY - Identified Opportunities' bar to show potential improvement.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
196
The slide uses a waterfall bridge to visualize the path from current 36% EBITDA margin to a 45% pro forma margin.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
15
The slide uses a '1A' label, suggesting it is part of a larger section on margin improvement.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
20
The slide uses two bar charts to demonstrate financial capacity: one for leverage (Net Debt/EBITDAR) and one for cash flow growth.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
26
Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
08
This is a text-heavy page from an activist investor letter (Starboard Value) outlining specific strategic recommendations for AECOM.AECOM (ACM) · 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 investor campaign.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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This is a text-heavy shareholder letter page advocating for strategic divestiture and operational changes.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & Approach1 hit
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The slide uses a quote from a Q3 earnings call to preemptively rebut management's concerns about supply chain capabilities.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit