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slides · global inventory

All filtered slides

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

108,121-108,180 of 319,975

filter-aware
109
The slide uses a 'CEO quote contradiction' or 'authority citation' approach by leveraging Arena's own presentation materials to build the activist's case.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
111
The slide uses a 'Competitive Landscape' map to visualize the density of ongoing research, contrasting the limited number of approved products with the high volume of pipeline candidates.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
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
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
115
The slide uses a 'yellow flags' metaphor to frame the management team as untrustworthy.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
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
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
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
120
Bristol-Myers Squibb Company (BMY)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
122
The chart uses a line graph to show NPV crossing the zero threshold at $15B revenue.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
123
The slide uses a numbered list to structure the argument, focusing on product failure, sales underperformance, and generic competition risks.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
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
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
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
129
Uses a Gordon Growth Method for terminal value calculation.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
131
Uses a waterfall-style logic to bridge from base case to adjusted case, highlighting value destruction.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
133
Uses a waterfall-bridge style chart to illustrate the gap between base case and historical performance.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
134
Uses a process-flow style layout to show the progression from generic challenges to specific settlement outcomes.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
135
Includes a waterfall-style bridge diagram showing the components of BMY management's valuation view.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
136
This is a classic 'preempt rebuttal' slide used by activist investors to undermine management's optimistic projections.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
137
This is a classic activist investor thesis slide challenging an M&A deal.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
139
Bristol-Myers Squibb Company (BMY)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
142
Uses a specific case study (Bristol-Myers/Celgene) to highlight a contradiction in standard M&A deal dynamics.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
143
Uses a timeline framework to contrast the urgency of the acquirer against the target's caution.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
144
Uses a 'contradiction' framework to contrast the Committee's charter requirements with the actual timeline of the Celgene acquisition.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
145
Uses a combination of direct quotes and regulatory filing excerpts to build a case of management negligence.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
146
Uses a timeline-style list to demonstrate long-standing market sentiment.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
147
Uses a line chart overlaid with callouts to correlate specific events with stock price movements.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
148
The slide attempts to frame the Celgene merger as a 'poison pill' or entrenchment strategy rather than a strategic business decision.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
149
The slide uses a 'before-after' or 'contradiction' framing to suggest management was previously evasive about M&A interest.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
150
Uses a dual-chart layout to illustrate market cap scale and revenue concentration risk.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
151
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
152
Uses a before-and-after comparison of Amgen's stated goals vs. actual outcomes to build credibility.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
153
The slide uses a precedent (Amgen) to argue for a specific operational strategy at the target company (Bristol-Myers).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
154
The slide uses a 'precedent' framework to validate the activist's thesis by showing successful execution by a peer.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
155
The slide uses a green arrow to visually quantify the 63% outperformance gap between Amgen and BMY.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
156
The slide uses S-4 filing data to support the activist's argument that the company is fundamentally strong, likely to contrast with a critique of management's execution or capital allocation elsewhere in the deck.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
157
The slide uses bar charts with trend lines to highlight growth trajectories for two key products.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
158
Includes CAGR annotations for both metrics.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
159
This slide is likely used to set up a future contradiction by establishing the company's own bullish narrative.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
160
The slide uses a structured table to demonstrate a pipeline of growth opportunities.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
161
Uses authority-citation to validate the investment thesis.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
162
Uses CEO/CFO quotes to frame management's narrative against the actual performance data.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
163
Uses a combination of a peer net cash comparison and a 5-year FCF projection to justify the thesis.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
164
Uses S-4 filing data to contrast internal vs external expectations.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
165
The chart includes a hypothetical 'PF BMY - Identified Opportunities' bar to illustrate the potential margin expansion.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
166
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
167
The slide uses a waterfall bridge to show how a 36% margin can reach 45% through operational efficiencies.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
168
The chart includes a hypothetical 'PF BMY - Identified Opportunities' bar to illustrate the target margin.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit