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

dynamicclickable
Slide type

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

Tile area is proportional to slide count. Click a category to open its subtype map.

all document kinds · all orientations

Slide collection

108,181-108,240 of 319,975

filter-aware
01
Slide 1
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
02
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
03
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
04
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
05
Uses a process flow diagram to show corporate restructuring.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
06
Includes logos of BASF, Sika, and Saint-Gobain.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
07
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
08
The slide uses a 'villain' framing by highlighting the underperformance of GCP relative to its peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
09
The slide uses red dashed lines to visually emphasize the performance gap between GCP and its peers.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
10
The slide uses a combination of a summary performance table and three line charts showing indexed stock performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
11
The slide uses a timeline framework to correlate specific management/operational failures with stock price declines.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
12
Uses a list-based diagnostic framework to highlight failures.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem IdentificationLoop · Cost Of Inaction1 hit
13
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
15
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
16
The slide uses a footer to reinforce the core message.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
17
The slide uses a dashed border to distinguish existing board members (Clay H. Kiefaber and Marran H. Ogilvie) from other nominees.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
18
The timeline uses a dual-row structure to show events above and below a central arrow, emphasizing the narrative of failed engagement.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
19
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
20
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
21
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
169
The slide uses a map to visualize the geographic dispersion of facilities, supporting the argument for consolidation.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
171
The slide uses a process flow diagram to illustrate the sequential steps in biologics manufacturing, paired with a timeline table.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
173
Includes a process flow diagram illustrating stages 1-5 of biologics manufacturing.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
176
The chart includes a specific 'PF BMY - Identified Opportunities' bar to illustrate the potential target.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
177
Uses red bars for the subject company and blue bars for the peer benchmark to emphasize the gap.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
178
Uses red-to-blue color coding to emphasize the gap between the subject company and the benchmark.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
180
Includes a quote from a former executive to support the argument for organizational streamlining.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
181
The slide uses a red bar for the subject company (BMY) to contrast with blue peer bars.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
182
The slide uses a comparison frame to highlight BMY's inefficiency relative to PFE.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
183
The slide uses a red bar for the target company (BMY) to highlight underperformance.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
184
The slide uses a bar chart to highlight BMY's outlier status compared to the peer average.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
185
The slide uses a 'Total Nearer-Term Expected Product Launches' calculation to highlight the lack of pipeline depth.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
186
Uses a testimonial to validate the structural inefficiency.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
187
Uses a combination of qualitative testimonials and quantitative benchmarking (Amgen's 3% improvement) to argue for operational change.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
188
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
189
This is a classic activist investor 'vote no' slide, highlighting valuation discrepancies and execution risk.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
190
The slide uses a red 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
191
Uses a timeline visual to contrast historical performance (3 launches in 15 years) with projected performance (10 launches in 8 years).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
192
The chart uses a line graph with red dots representing failure scenarios and a blue dot for the base case.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
194
The slide uses a combination of a categorical table for market share and two bar charts for financial projections.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
195
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
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
197
The slide uses a clear 'us vs. them' framing, positioning the proposed acquisition as high-risk and value-destructive compared to the standalone alternative.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
01
Slide 1
This is the first page of an activist investor letter.Corteva, Inc. (CTVA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Golden Circle1 hit
02
This is the final page of a shareholder letter, including a signature and a transition note to the appendix.Corteva, Inc. (CTVA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
03
Corteva, Inc. (CTVA)Corteva, Inc. (CTVA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
04
Page number 4 at the bottom.Corteva, Inc. (CTVA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
01
Slide 1
This is a formal shareholder letter from Starboard Value to eBay management.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor 1 hit
02
The slide uses a comparison table to frame the 'villain' (underperformance) and proposes a solution (separation of Classifieds).eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
03
The slide uses a peer benchmark to justify a valuation gap, framing the separation as a value-unlocking event.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
04
The slide uses a waterfall chart to demonstrate that the company's cost-saving targets are minimal relative to the total cost base.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
05
This is a text-heavy page from a shareholder letter (Starboard Value).eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
06
The slide uses a bar chart to highlight the valuation gap between eBay and e-commerce peers.eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit