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

Pershing Square | Activist Presentation Deck | 39 slides

39 pages · 4 arc beats · 0 loops

Activist-Deck Download JSON
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Pershing Square | Activist Presentation Deck | 39 slides

Pershing Square Capital Management, L.P. · 2014-09
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

4
coverage by narrative range · generated from this deck JSON
Narrative range 38 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Ordinary World 5 slides 100% 5/5 slides 100% 5/5 slides · 18 hits
— 0/5 slides
40% 2/5 slides 20% 1/5 slides 100% 5/5 slides
— 0/5 slides
The Monster 11 slides 100% 11/11 slides 100% 11/11 slides · 51 hits
— 0/11 slides
9.1% 1/11 slides 81.8% 9/11 slides · 10 hits 100% 11/11 slides
— 0/11 slides
The Struggle 10 slides 100% 10/10 slides 100% 10/10 slides · 55 hits
— 0/10 slides
10% 1/10 slides · 2 hits 70% 7/10 slides 100% 10/10 slides
— 0/10 slides
The Victory 12 slides 100% 12/12 slides 100% 12/12 slides · 50 hits
— 0/12 slides
16.7% 2/12 slides · 3 hits 41.7% 5/12 slides 100% 12/12 slides
— 0/12 slides

Slide inventory

39
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Ordinary World
02
other
Open slide detailBeat · Ordinary World
03
This slide serves as a foundational principle for the activist's communication strategy.other
Open slide detailBeat · Ordinary World
04
This slide serves as a company profile/introductory slide for an activist investor deck.establish_context
Open slide detailBeat · Ordinary World
05
The slide outlines the core pillars of the Valeant business model, including M&A-led growth and leverage.establish_context
Open slide detailBeat · Ordinary World
06
This slide sets the stage for an activist critique by highlighting the 'implicit compact' between management and shareholders regarding transparency.establish_context
Open slide detail
07
The slide uses a timeline-based annotation approach to correlate specific corporate events with stock price movements.expose_contradiction
Open slide detailBeat · The Monster
08
Uses a timeline-based annotation of a stock chart to frame negative news events as temporary or misunderstood.preempt_rebuttal
Open slide detailBeat · The Monster
09
Uses a timeline-annotated line chart to frame market volatility as a reaction to misinformation.preempt_rebuttal
Open slide detailBeat · The Monster
10
establish_context
Open slide detailBeat · The Monster
11
This slide is part of an activist investor presentation (likely Pershing Square) critiquing Valeant's business model.frame_situation
Open slide detailBeat · The Monster
12
The slide uses a side-by-side diagram to illustrate supply chain disintermediation.compare_peers
Open slide detailBeat · The Monster
13
The slide highlights the contradiction between Valeant's accounting consolidation of Philidor and their public claims of non-control.expose_contradiction
Open slide detailBeat · The Monster
14
The timeline highlights the progression from the Medicis acquisition to the strategic integration of Philidor.illustrate_case
Open slide detailBeat · The Monster
15
The slide uses color-coding to distinguish between the entities involved (Valeant, Philidor, R&O/Reitz, Isolani).illustrate_case
Open slide detailBeat · The Monster
16
The slide uses a block quote from a legal complaint to undermine the credibility of the opposing party.expose_contradiction
Open slide detailBeat · The Monster
17
The slide uses a primary source document (email) to perform a 'gotcha' moment against the opposing party.expose_contradiction
Open slide detailBeat · The Monster
18
The timeline uses color-coded boxes to distinguish between Valeant's disclosures and external events/accusations.expose_contradiction
Open slide detailBeat · The Struggle
19
establish_context
Open slide detailBeat · The Struggle
20
The table provides a clear precedent for regulatory enforcement in the pharmaceutical industry.cite_precedent
Open slide detailBeat · The Struggle
21
The slide uses the absence of Valeant from a list of major industry offenders to imply a contrast in regulatory risk or behavior.preempt_rebuttal
Open slide detailBeat · The Struggle
22
Uses a quote from a U.S. Attorney to establish credibility for the allegations.expose_contradiction
Open slide detailBeat · The Struggle
23
The timeline uses vertical dotted lines to connect events to specific years on a horizontal axis.illustrate_case
Open slide detailBeat · The Struggle
24
Uses specific legal and financial figures to establish a pattern of misconduct.name_villain
Open slide detailBeat · The Struggle
25
The slide uses a quote from Bernstein to contrast the company's internal settlement with their external messaging.expose_contradiction
Open slide detailBeat · The Struggle
26
This slide is designed to preemptively defend Pershing Square against accusations of complicity or prior knowledge regarding the Valeant-Philidor relationship.expose_contradiction
Open slide detailBeat · The Struggle
27
The slide uses a structured list format to contrast management's responses with the underlying unresolved issues.expose_contradiction
Open slide detailBeat · The Struggle
28
summarize
Open slide detailBeat · The Victory
29
transition
Open slide detailBeat · The Victory
30
summarize
Open slide detailBeat · The Victory
31
summarize
Open slide detailBeat · The Victory
32
The slide uses a 'floor' valuation approach to argue for stock undervaluation.show_valuation_bridge
Open slide detailBeat · The Victory
33
show_valuation_bridge
Open slide detailBeat · The Victory
34
The slide uses a DCF-style logic to derive a target share price from 2020 EPS projections.quantify_opportunity
Open slide detailBeat · The Victory
35
transition
Open slide detailBeat · The Victory
36
Used as a historical precedent for fraud and corporate oversight failure.cite_precedent
Open slide detailBeat · The Victory
37
Uses historical precedent to argue for buying opportunities during market panics.cite_precedent
Open slide detailBeat · The Victory
38
The quote is used to justify a contrarian investment thesis.establish_context
Open slide detailBeat · The Victory
39
summarize
Open slide detailBeat · The Victory