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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

108,001-108,060 of 319,975

filter-aware
01
Slide 1
Includes a quote from former BMS CEO Jim Cornelius to frame the strategic critique.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
02
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
03
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
04
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
05
This is a classic activist 'thesis' slide, setting the stage for the rest of the deck.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
06
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
07
Uses a green/red color coding to contrast positive attributes of the status quo against negative attributes of the proposed deal.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
08
Uses quotes from historical documents to establish the 'String of Pearls' strategy as a long-standing corporate policy.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
09
Uses a visual equation (Historical Acquisitions + Internal R&D = Success) vs (Celgene Acquisition = High Risk/Patent Cliff) to frame the contradiction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
10
Uses a combination of a performance table, a bar chart for margins, and a time-series line chart for P/E multiples to argue against management's M&A capability.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 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
14
The slide uses a bar chart to compare the peer average P/E multiple against the BMY acquisition price for Celgene, followed by a callout box highlighting the patent cliff risk.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
15
Uses a bar chart to contrast peer average P/E with the implied acquisition P/E for Celgene.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
16
Uses a bar chart to compare revenue concentration of historical patent cliffs 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
17
Uses red callout boxes to highlight specific underperformance percentages and a green callout for activist intervention timing.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
18
The slide uses a screenshot of a press release to establish credibility and provide evidence of shareholder dissent.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
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
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
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
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
28
The chart uses a scatter-plot style with a trend line to show the relationship between 2028 revenue and NPV.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
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
31
The slide uses a combination of a peer comparison bar chart and a forward-looking FCF projection to justify the thesis.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
33
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
34
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
35
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
36
The slide uses a quote from a 2008 tender offer to define the 'String of Pearls' strategy and contrasts it with a 2016 conference slide showing recent partnerships.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
37
The slide uses a grid of pull-quotes to establish credibility and market sentiment.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
38
The slide highlights the market's positive reaction to the 'String of Pearls' strategy prior to the CEO transition.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
39
This slide is used by an activist investor to frame the CEO transition as a point of investor concern.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
41
The slide uses a stock chart to visualize the financial impact of a specific corporate failure.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
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
48
Includes a screenshot of a BMS slide and a bar chart of sales estimates.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
01
Slide 1
This is a formal activist investor letter.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 hit
02
The slide uses a waterfall chart to show acquisition history, with a callout box detailing URS's own acquisition history.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 hit
03
Letter-format page (running prose with embedded charts) rather than a traditional slide. Synergy targets cited: $250M raised to $325M with FY2017 impact promise. EBITDA misses: FY16 14%, FY17 15%, FY18 13%.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 hit
04
The slide uses a comparison table to frame the company's performance as a failure of management execution rather than market conditions.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 hit
05
The slide argues for operational improvement or divestiture of the MS segment based on margin underperformance.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 hit
06
Includes a case study reference to Jacobs Engineering as a template for turnaround.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 hit
07
The slide uses two charts to demonstrate performance: a bar chart for EBITDA margin growth and a bar chart for TSR comparison.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 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
09
Includes a waterfall-style bridge and a bar chart comparison.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 hit
14
The slide uses annotations to link specific clinical trial events (KEYNOTE-189, CHECKMATE-331, CHECKMATE-451) to share price volatility.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
15
The slide uses a bar chart to visually demonstrate that BMY's margins are below the peer average, supporting the activist's argument for operational improvement or sale.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
16
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit