{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 2247, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": "This is a formal SEC filing cover page (Rule 425).", "imagePath": "https://imgproxy.kitesheet.com/ejTBK0M_SQpxpxSDnmPTjBZC7D3AJ7QyzA4CDkSbovc/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zNmM5MDNiYTE5YWEvcDAwMS5wbmc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/1", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-1", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": "https://imgproxy.kitesheet.com/95BnoG_RUjJOZs4eWXtzrXPOB_D4VRJLIEIvUnDdlmw/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zNmM5MDNiYTE5YWEvcDAwMS5qcGc", "thumbSrc": "https://imgproxy.kitesheet.com/Z34oqss7s-u2bHKQVMcscoVXVuvkQR_6Onk8DvPseZE/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zNmM5MDNiYTE5YWEvcDAwMS5wbmc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/R52dLPWsqE2NH0tAw_nDOcRvd0o299p_Jj8qHHDdAQ4/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zNmM5MDNiYTE5YWEvcDAwMS5qcGc" }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 2, "slideType": "disclaimer", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/2", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-2", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 3, "slideType": "disclaimer", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/3", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-3", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 4, "slideType": "disclaimer", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/4", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-4", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 5, "slideType": "disclaimer", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/5", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-5", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 6, "slideType": "disclaimer", "function": "other", "notes": "The slide contains a redundant, faint copy of the text at the bottom center, likely an artifact of the document generation process.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/6", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-6", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 7, "slideType": "executive_summary", "function": "establish_context", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/7", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-7", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 8, "slideType": "key_messages", "function": "establish_context", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/8", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-8", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 9, "slideType": "villain_critique", "function": "name_villain", "notes": "The slide uses a red callout box to emphasize the core thesis and red 'X' icons to list specific industry pain points.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/9", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-9", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 10, "slideType": "key_messages", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/10", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-10", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 11, "slideType": "before_after", "function": "illustrate_case", "notes": "The chart highlights the correlation between CEO tenure/acquisitions and stock performance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/11", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-11", "loopMatches": [ { "to": 15, "from": 11, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "ca42c337-96bb-4b04-8fe1-99f0e68466ed", "evidence": "The presentation uses data and charts to compare Valeant's performance with that of its peers", "position": 0, "objective": "To contrast Valeant's performance with that of traditional pharmaceutical companies", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 0.7, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 12, "slideType": "cite_precedent", "function": "cite_precedent", "notes": "The slide serves as a reference or authority citation for the management philosophy being advocated.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/12", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-12", "loopMatches": [ { "to": 15, "from": 11, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "ca42c337-96bb-4b04-8fe1-99f0e68466ed", "evidence": "The presentation uses data and charts to compare Valeant's performance with that of its peers", "position": 0, "objective": "To contrast Valeant's performance with that of traditional pharmaceutical companies", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 0.7, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 13, "slideType": "cite_precedent", "function": "cite_precedent", "notes": "The slide uses the 'Outsiders' framework to establish a benchmark for Valeant's management philosophy.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/13", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-13", "loopMatches": [ { "to": 15, "from": 11, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "ca42c337-96bb-4b04-8fe1-99f0e68466ed", "evidence": "The presentation uses data and charts to compare Valeant's performance with that of its peers", "position": 0, "objective": "To contrast Valeant's performance with that of traditional pharmaceutical companies", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 0.7, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 14, "slideType": "quote_slide", "function": "cite_precedent", "notes": "The slide uses a classic 'authority-citation' framework to validate the CEO's management style by aligning it with the principles of successful 'Outsider' CEOs.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/14", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-14", "loopMatches": [ { "to": 15, "from": 11, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "ca42c337-96bb-4b04-8fe1-99f0e68466ed", "evidence": "The presentation uses data and charts to compare Valeant's performance with that of its peers", "position": 0, "objective": "To contrast Valeant's performance with that of traditional pharmaceutical companies", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 0.7, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 15, "slideType": "cite_precedent", "function": "cite_precedent", "notes": "The slide highlights the inclusion of Mike Pearson (Valeant) in a list of 'Outsider' CEOs, likely to draw a comparison or contrast.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/15", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-15", "loopMatches": [ { "to": 15, "from": 11, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "ca42c337-96bb-4b04-8fe1-99f0e68466ed", "evidence": "The presentation uses data and charts to compare Valeant's performance with that of its peers", "position": 0, "objective": "To contrast Valeant's performance with that of traditional pharmaceutical companies", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 0.7, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 16, "slideType": "table_of_contents", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/16", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-16", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 17, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/17", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-17", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 18, "slideType": "other", "function": "establish_context", "notes": "Slide 18 of 110 from an SEC filing.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/18", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-18", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 19, "slideType": "key_messages", "function": "summarize", "notes": "This slide outlines the core pillars of the activist investor's thesis for Valeant Pharmaceuticals.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/19", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-19", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 20, "slideType": "nominee_bio", "function": "introduce_nominees", "notes": "The slide emphasizes connections to Bill Ackman and Mike Pearson, likely to establish credibility or suggest conflicts/alliances.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/20", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-20", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 21, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/21", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-21", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 22, "slideType": "comparison_table", "function": "frame_situation", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/22", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-22", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 23, "slideType": "before_after", "function": "present_solution", "notes": "The chart uses a bridge-like structure to reclassify 85% of revenue as 'durable' by excluding the 15% 'Patent Cliff Rx' portion.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/23", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-23", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 24, "slideType": "key_takeaways", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/24", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-24", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 25, "slideType": "comparison_table", "function": "compare_peers", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/25", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-25", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 26, "slideType": "key_messages", "function": "frame_situation", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/26", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-26", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7e7228555e88", "docSlug": "36c903ba19aa", "documentTitle": "Allergan, Inc. (AGN)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2014-04-22 00:00:00", "orientation": "portrait", "aspectRatio": 0.70665085, "pageNumber": 27, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7e7228555e88/27", "deckHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7e7228555e88#slide-27", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 13, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "The slide uses a 'problem-solution' framing where the problem is diagnosed as a set of fixable operational inefficiencies.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/13", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-13", "loopMatches": [ { "to": 13, "from": 6, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "3df4ff25-5003-4250-8d32-56b81c4ecab2", "evidence": "The presentation sets up a clear problem statement and supporting data", "position": 0, "objective": "Identify the pattern of P&G's under-earning", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 0.7, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 13, "from": 6, "beatId": "558cc67b-f6f4-4dd8-a4c5-dc5e501fa23b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The presentation identifies P&G's under-earning and potential for growth", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 14, "slideType": "revenue_buildup", "function": "quantify_opportunity", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/14", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-14", "loopMatches": [ { "to": 20, "from": 14, "name": "The Reveal", "slug": "05-the-reveal", "bestFor": "Product launches, strategic pivots, unexpected findings", "matchId": "ca3c1c5a-c417-4267-b27a-a2fd8e9d1696", "evidence": "The presentation provides a clear valuation and supporting data", "position": 1, "objective": "Reveal the true earnings power of P&G", "structure": "Setup the Question -> Build Suspense -> The Big Reveal", "confidence": 0.7, "description": "Build mystery and anticipation, then deliver a surprising or powerful conclusion" } ], "arcBeatMatches": [ { "to": 27, "from": 14, "beatId": "e7a8710b-30fc-45c9-8a0a-d31adc103ebd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides data and benchmarks to support its claims", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 15, "slideType": "valuation_reveal", "function": "quantify_opportunity", "notes": "The slide uses a comparison table to justify a higher valuation target.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/15", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-15", "loopMatches": [ { "to": 20, "from": 14, "name": "The Reveal", "slug": "05-the-reveal", "bestFor": "Product launches, strategic pivots, unexpected findings", "matchId": "ca3c1c5a-c417-4267-b27a-a2fd8e9d1696", "evidence": "The presentation provides a clear valuation and supporting data", "position": 1, "objective": "Reveal the true earnings power of P&G", "structure": "Setup the Question -> Build Suspense -> The Big Reveal", "confidence": 0.7, "description": "Build mystery and anticipation, then deliver a surprising or powerful conclusion" } ], "arcBeatMatches": [ { "to": 27, "from": 14, "beatId": "e7a8710b-30fc-45c9-8a0a-d31adc103ebd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides data and benchmarks to support its claims", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 16, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/16", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-16", "loopMatches": [ { "to": 20, "from": 14, "name": "The Reveal", "slug": "05-the-reveal", "bestFor": "Product launches, strategic pivots, unexpected findings", "matchId": "ca3c1c5a-c417-4267-b27a-a2fd8e9d1696", "evidence": "The presentation provides a clear valuation and supporting data", "position": 1, "objective": "Reveal the true earnings power of P&G", "structure": "Setup the Question -> Build Suspense -> The Big Reveal", "confidence": 0.7, "description": "Build mystery and anticipation, then deliver a surprising or powerful conclusion" } ], "arcBeatMatches": [ { "to": 27, "from": 14, "beatId": "e7a8710b-30fc-45c9-8a0a-d31adc103ebd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides data and benchmarks to support its claims", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 17, "slideType": "thesis_headline", "function": "quantify_opportunity", "notes": "The slide uses a weighted average calculation to justify a 5% growth target.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/17", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-17", "loopMatches": [ { "to": 20, "from": 14, "name": "The Reveal", "slug": "05-the-reveal", "bestFor": "Product launches, strategic pivots, unexpected findings", "matchId": "ca3c1c5a-c417-4267-b27a-a2fd8e9d1696", "evidence": "The presentation provides a clear valuation and supporting data", "position": 1, "objective": "Reveal the true earnings power of P&G", "structure": "Setup the Question -> Build Suspense -> The Big Reveal", "confidence": 0.7, "description": "Build mystery and anticipation, then deliver a surprising or powerful conclusion" } ], "arcBeatMatches": [ { "to": 27, "from": 14, "beatId": "e7a8710b-30fc-45c9-8a0a-d31adc103ebd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides data and benchmarks to support its claims", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 18, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide highlights that peers with lower emerging market exposure and weaker brand/category positioning are still achieving 4-7% growth, contrasting with P&G's 3% growth.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/18", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-18", "loopMatches": [ { "to": 20, "from": 14, "name": "The Reveal", "slug": "05-the-reveal", "bestFor": "Product launches, strategic pivots, unexpected findings", "matchId": "ca3c1c5a-c417-4267-b27a-a2fd8e9d1696", "evidence": "The presentation provides a clear valuation and supporting data", "position": 1, "objective": "Reveal the true earnings power of P&G", "structure": "Setup the Question -> Build Suspense -> The Big Reveal", "confidence": 0.7, "description": "Build mystery and anticipation, then deliver a surprising or powerful conclusion" } ], "arcBeatMatches": [ { "to": 27, "from": 14, "beatId": "e7a8710b-30fc-45c9-8a0a-d31adc103ebd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides data and benchmarks to support its claims", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 19, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/19", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-19", "loopMatches": [ { "to": 20, "from": 14, "name": "The Reveal", "slug": "05-the-reveal", "bestFor": "Product launches, strategic pivots, unexpected findings", "matchId": "ca3c1c5a-c417-4267-b27a-a2fd8e9d1696", "evidence": "The presentation provides a clear valuation and supporting data", "position": 1, "objective": "Reveal the true earnings power of P&G", "structure": "Setup the Question -> Build Suspense -> The Big Reveal", "confidence": 0.7, "description": "Build mystery and anticipation, then deliver a surprising or powerful conclusion" } ], "arcBeatMatches": [ { "to": 27, "from": 14, "beatId": "e7a8710b-30fc-45c9-8a0a-d31adc103ebd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides data and benchmarks to support its claims", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 20, "slideType": "valuation_table", "function": "quantify_opportunity", "notes": "The slide uses a bridge-like structure to highlight specific areas for margin expansion (Gross Margin and SG&A).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/20", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-20", "loopMatches": [ { "to": 20, "from": 14, "name": "The Reveal", "slug": "05-the-reveal", "bestFor": "Product launches, strategic pivots, unexpected findings", "matchId": "ca3c1c5a-c417-4267-b27a-a2fd8e9d1696", "evidence": "The presentation provides a clear valuation and supporting data", "position": 1, "objective": "Reveal the true earnings power of P&G", "structure": "Setup the Question -> Build Suspense -> The Big Reveal", "confidence": 0.7, "description": "Build mystery and anticipation, then deliver a surprising or powerful conclusion" } ], "arcBeatMatches": [ { "to": 27, "from": 14, "beatId": "e7a8710b-30fc-45c9-8a0a-d31adc103ebd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides data and benchmarks to support its claims", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 21, "slideType": "valuation_table", "function": "quantify_opportunity", "notes": "The slide uses a table to justify a higher-than-reported gross margin estimate based on segment-level analysis.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/21", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-21", "loopMatches": [], "arcBeatMatches": [ { "to": 27, "from": 14, "beatId": "e7a8710b-30fc-45c9-8a0a-d31adc103ebd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides data and benchmarks to support its claims", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 22, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide highlights that P&G's target is below the industry average of 4%.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/22", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-22", "loopMatches": [], "arcBeatMatches": [ { "to": 27, "from": 14, "beatId": "e7a8710b-30fc-45c9-8a0a-d31adc103ebd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides data and benchmarks to support its claims", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 23, "slideType": "valuation_table", "function": "show_valuation_bridge", "notes": "The slide uses a bridge calculation to justify a margin expansion target.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/23", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-23", "loopMatches": [], "arcBeatMatches": [ { "to": 27, "from": 14, "beatId": "e7a8710b-30fc-45c9-8a0a-d31adc103ebd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides data and benchmarks to support its claims", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 24, "slideType": "ceo_quote", "function": "summarize", "notes": "The slide uses a quote to frame the strategic opportunity for margin expansion.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/24", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-24", "loopMatches": [], "arcBeatMatches": [ { "to": 27, "from": 14, "beatId": "e7a8710b-30fc-45c9-8a0a-d31adc103ebd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides data and benchmarks to support its claims", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 25, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide highlights a potential efficiency gap while noting that the analysis ignores P&G's scale advantage.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/25", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-25", "loopMatches": [], "arcBeatMatches": [ { "to": 27, "from": 14, "beatId": "e7a8710b-30fc-45c9-8a0a-d31adc103ebd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides data and benchmarks to support its claims", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 26, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a bridge-like visual to demonstrate the impact of scale on expense ratios.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/26", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-26", "loopMatches": [], "arcBeatMatches": [ { "to": 27, "from": 14, "beatId": "e7a8710b-30fc-45c9-8a0a-d31adc103ebd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides data and benchmarks to support its claims", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 27, "slideType": "revenue_buildup", "function": "show_valuation_bridge", "notes": "The slide uses a bridge-like structure to justify a margin expansion target.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/27", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-27", "loopMatches": [], "arcBeatMatches": [ { "to": 27, "from": 14, "beatId": "e7a8710b-30fc-45c9-8a0a-d31adc103ebd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides data and benchmarks to support its claims", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 28, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide highlights the discrepancy between revenue scale and EBIT margin parity.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/28", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-28", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 29, "slideType": "cite_precedent", "function": "cite_precedent", "notes": "The slide uses a historical quote to anchor current performance expectations.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/29", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-29", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 30, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/30", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-30", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 31, "slideType": "valuation_reveal", "function": "quantify_opportunity", "notes": "The slide uses a 'bridge' logic to show the path from current performance to a target EPS.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/31", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-31", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 32, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/32", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-32", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 33, "slideType": "key_messages", "function": "frame_problem", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/33", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-33", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 34, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a table to quantify the number of external commitments to argue against the CEO's focus.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/34", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-34", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 35, "slideType": "before_after", "function": "present_solution", "notes": "The slide uses a problem-solution mapping structure to demonstrate management's proactive response to performance issues.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/35", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-35", "loopMatches": [ { "to": 39, "from": 35, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "cb7b8253-4f91-4ebc-9323-ccf8f5c0d2db", "evidence": "The presentation highlights P&G's recent progress and potential for improvement", "position": 2, "objective": "Show the before and after of P&G's progress", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 0.6, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 36, "slideType": "key_takeaways", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/36", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-36", "loopMatches": [ { "to": 39, "from": 35, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "cb7b8253-4f91-4ebc-9323-ccf8f5c0d2db", "evidence": "The presentation highlights P&G's recent progress and potential for improvement", "position": 2, "objective": "Show the before and after of P&G's progress", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 0.6, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 37, "slideType": "peer_gap", "function": "expose_gap", "notes": "The slide uses a bar chart to compare P&G against a peer group consisting of Church & Dwight, Clorox, Colgate, Kimberly-Clark, L'Oréal, and Unilever.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/37", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-37", "loopMatches": [ { "to": 39, "from": 35, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "cb7b8253-4f91-4ebc-9323-ccf8f5c0d2db", "evidence": "The presentation highlights P&G's recent progress and potential for improvement", "position": 2, "objective": "Show the before and after of P&G's progress", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 0.6, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 38, "slideType": "key_messages", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/38", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-38", "loopMatches": [ { "to": 39, "from": 35, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "cb7b8253-4f91-4ebc-9323-ccf8f5c0d2db", "evidence": "The presentation highlights P&G's recent progress and potential for improvement", "position": 2, "objective": "Show the before and after of P&G's progress", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 0.6, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 39, "slideType": "ceo_quote", "function": "summarize", "notes": "The quote highlights R&D spending and execution excellence as drivers of top-line growth.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/39", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-39", "loopMatches": [ { "to": 39, "from": 35, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "cb7b8253-4f91-4ebc-9323-ccf8f5c0d2db", "evidence": "The presentation highlights P&G's recent progress and potential for improvement", "position": 2, "objective": "Show the before and after of P&G's progress", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 0.6, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 40, "slideType": "ceo_quote", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/40", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-40", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 41, "slideType": "thesis_headline", "function": "establish_context", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/41", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-41", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 42, "slideType": "valuation_reveal", "function": "show_valuation_bridge", "notes": "Slide 41 of a presentation. Includes footnote regarding fiscal year end and dividend assumptions.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/42", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-42", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 43, "slideType": "valuation_reveal", "function": "show_valuation_bridge", "notes": "The slide uses a combination of a quantitative valuation summary and a qualitative list of value drivers to justify a 'buy' or 'hold' thesis.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/43", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-43", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 44, "slideType": "valuation_table", "function": "compare_peers", "notes": "The chart highlights P&G in a lighter blue color compared to the darker blue used for peers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/44", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-44", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-7b0c6b27c958", "docSlug": "650ed2b9854a", "documentTitle": "The Procter & Gamble Company (PG)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2013-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 45, "slideType": "key_messages", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-7b0c6b27c958/45", "deckHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-7b0c6b27c958#slide-45", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 28, "beatId": "5276b33a-1748-4e9b-bdc6-933343923f7b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation outlines the implications of its findings and potential next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }