anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
Pershing Square Capital Management, L.P. · activist-deck

Herbalife, Ltd. (HLF)

15 pages · 2 arc beats · 1 loops

Activist-Deck Download JSON
Unlock

Herbalife, Ltd. (HLF)

Pershing Square Capital Management, L.P. · 2017-05
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

2
coverage by narrative range · generated from this deck JSON
Narrative range 12 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Expose Contradiction 11 slides 100% 11/11 slides 100% 11/11 slides · 70 hits
— 0/11 slides
— 0/11 slides
90.9% 10/11 slides · 11 hits 100% 11/11 slides
— 0/11 slides
Setup 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides
— 0/1 slides

Slide inventory

15
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
The slide uses a dual-axis combo chart for revenue and a stacked bar chart for EPS to highlight financial deterioration.expose_contradiction
Open slide detailBeat · Setup
04
Uses a table to decompose growth components and a bar chart to show the trend of declining growth.expose_contradiction
Open slide detailBeat · Expose Contradiction
05
The charts use arrows to highlight the downward trend in sales over time.expose_contradiction
Open slide detailBeat · Expose Contradiction
06
The slide uses trend lines to emphasize the decline in revenue after an initial peak.expose_contradiction
Open slide detailBeat · Expose Contradiction
07
The slide uses a timeline-style table to show the progression from positive reporting to silence.expose_contradiction
Open slide detailBeat · Expose Contradiction
08
The slide uses a timeline-style layout to contrast early management optimism with later admissions of market decline.expose_contradiction
Open slide detailBeat · Expose Contradiction
09
The table explicitly calculates the 'adjusted' performance by subtracting the estimated pull-forward volume.expose_contradiction
Open slide detailBeat · Expose Contradiction
10
The slide uses a quote from 2008 to highlight the gap between management's historical optimism and the actual declining performance shown in the chart.expose_contradiction
Open slide detailBeat · Expose Contradiction
11
The slide uses a contrast-pair framework to highlight the evolution of legal risk disclosures.expose_contradiction
Open slide detailBeat · Expose Contradiction
12
The slide uses bolding to emphasize the shift in compensation methodology for independent service providers in China.expose_contradiction
Open slide detailBeat · Expose Contradiction
13
The slide uses bolding to emphasize the expanded scope of regulatory risk in the 2017 disclosure.expose_contradiction
Open slide detailBeat · Expose Contradiction
14
The slide highlights the discrepancy between 'Reported' and 'Adjusted' EPS by listing specific line items that are recurring but treated as non-recurring.expose_contradiction
Open slide detailBeat · Expose Contradiction
15
The chart uses a summary table to quantify the average valuation delta between the two peer groups.compare_peers
Open slide detailLoop · Analogy