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William Ackman · activist-deck

Valeant Pharmaceuticals International (VRX)

39 pages · 5 arc beats · 0 loops

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Valeant Pharmaceuticals International (VRX)

William Ackman · 2015-10
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 33 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 4 slides 100% 4/4 slides 100% 4/4 slides · 13 hits
— 0/4 slides
50% 2/4 slides
— 0/4 slides
100% 4/4 slides
— 0/4 slides
Complication 5 slides 100% 5/5 slides 100% 5/5 slides · 37 hits
— 0/5 slides
60% 3/5 slides 60% 3/5 slides 100% 5/5 slides
— 0/5 slides
Evidence 7 slides 100% 7/7 slides 100% 7/7 slides · 42 hits
— 0/7 slides
— 0/7 slides
71.4% 5/7 slides · 6 hits 100% 7/7 slides
— 0/7 slides
Preempt Rebuttal 5 slides 100% 5/5 slides 80% 4/5 slides · 24 hits
— 0/5 slides
20% 1/5 slides 60% 3/5 slides 100% 5/5 slides
— 0/5 slides
Resolution 12 slides 100% 12/12 slides 100% 12/12 slides · 57 hits
— 0/12 slides
8.3% 1/12 slides · 2 hits 50% 6/12 slides 100% 12/12 slides
— 0/12 slides

Slide inventory

39
every slide · same image gating as the playbook
01
Slide 1
Pershing Square Capital Management, L.P. logo and name present.front_matter
Open slide detailBeat · Setup
02
other
Open slide detailBeat · Setup
03
summarize
Open slide detailBeat · Setup
04
This slide serves as a company profile/introductory slide for an activist investor deck.establish_context
Open slide detailBeat · Setup
05
The slide outlines the core pillars of the Valeant business model, including M&A, leverage, and decentralized structure.establish_context
Open slide detailBeat · Complication
06
establish_context
Open slide detailBeat · Complication
07
The chart uses callout boxes to link specific dates and events to the share price trajectory.illustrate_case
Open slide detailBeat · Complication
08
The slide uses a line chart with callout boxes to correlate specific news events with stock price volatility.frame_situation
Open slide detailBeat · Complication
09
Uses a timeline-annotated line chart to frame market volatility as a series of events to be addressed.preempt_rebuttal
Open slide detailBeat · Complication
10
The slide uses a simple list format to explain the value proposition of specialty pharmacies followed by a logo grid of industry participants.establish_context
Open slide detailBeat · Evidence
11
This slide is part of a series exposing the Valeant-Philidor relationship.frame_situation
Open slide detailBeat · Evidence
12
The slide uses a value-chain diagram to illustrate the structural change in the supply chain.compare_peers
Open slide detailBeat · Evidence
13
The slide highlights the contradiction between Valeant's accounting consolidation of Philidor and their public claim of non-control.expose_contradiction
Open slide detailBeat · Evidence
14
The slide uses color-coding to distinguish between Valeant-related events and Philidor-related events, illustrating the opaque nature of their business relationexpose_contradiction
Open slide detailBeat · Evidence
15
The timeline uses color-coding to distinguish between entities involved in the dispute.expose_contradiction
Open slide detailBeat · Evidence
16
The slide uses a direct quote from a legal complaint to undermine the credibility of the subject.expose_contradiction
Open slide detailBeat · Evidence
17
Image file at /tmp/legacy-images/4934d687cb38/slides/017.jpg does not exist on disk; unable to inspect contents.
Open slide detailBeat · Preempt Rebuttal
18
The slide uses color-coded boxes to distinguish between entities involved in the timeline events.expose_contradiction
Open slide detailBeat · Preempt Rebuttal
19
establish_context
Open slide detailBeat · Preempt Rebuttal
20
The table serves as a precedent for regulatory risk and financial impact in the pharmaceutical industry.cite_precedent
Open slide detailBeat · Preempt Rebuttal
21
The slide uses a 'villain' framing by contrasting the high penalties of established peers against the absence of the target company (Valeant).preempt_rebuttal
Open slide detailBeat · Preempt Rebuttal
22
Uses a direct quote from a U.S. Attorney to establish credibility and frame the villain.name_villain
Open slide detail
23
illustrate_case
Open slide detail
24
The slide uses a bulleted list to structure the case study details, focusing on legal and ethical misconduct.expose_contradiction
Open slide detail
25
The slide uses a quote to contrast the company's public admission of wrongdoing with their internal dismissal of business risk.expose_contradiction
Open slide detail
26
This slide serves to preemptively address potential accusations of complicity or prior knowledge regarding Valeant's controversial specialty pharmacy practices.frame_situation
Open slide detail
27
The slide uses a structured list format to contrast Valeant's stated answers against the underlying unresolved questions.expose_contradiction
Open slide detail
28
The slide uses a chronological list to frame expectations for the company's future.plan_implementation
Open slide detailBeat · Resolution
29
transition
Open slide detailBeat · Resolution
30
summarize
Open slide detailBeat · Resolution
31
summarize
Open slide detailBeat · Resolution
32
The slide uses a 'floor' valuation approach to argue for the stock's undervaluation.show_valuation_bridge
Open slide detailBeat · Resolution
33
The slide uses a DCF-style valuation bridge to demonstrate upside potential from the current share price of $111.50.show_valuation_bridge
Open slide detailBeat · Resolution
34
The slide uses a DCF-style valuation bridge to calculate potential returns based on 2020 EPS projections.quantify_opportunity
Open slide detailBeat · Resolution
35
transition
Open slide detailBeat · Resolution
36
This slide serves as a historical precedent for corporate fraud and due diligence failure.cite_precedent
Open slide detailBeat · Resolution
37
Uses historical precedent to frame current investment thesis.cite_precedent
Open slide detailBeat · Resolution
38
establish_context
Open slide detailBeat · Resolution
39
closing_ask
Open slide detailBeat · Resolution