{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 2260, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 8, "slideType": "appendix_disclosure", "function": "cite_precedent", "notes": "The slide uses a callout box to emphasize the thesis statement.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/8", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-8", "loopMatches": [ { "to": 10, "from": 5, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "caf65166-320d-4156-95f0-6bd20fe52fd8", "evidence": "The presentation uses a logic chain to demonstrate the contradictions in Herbalife's business model", "position": 0, "objective": "To demonstrate the contradictions in Herbalife's business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 20, "from": 8, "beatId": "3ab68d6e-7da4-4a62-9c2f-5435fe663dff", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence and proof of Herbalife's alleged pyramid scheme on slides 8-20", "position": 1, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 9, "slideType": "other", "function": "illustrate_case", "notes": "This slide is from a presentation by Pershing Square Capital Management (PSCM) regarding their short position in Herbalife.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/9", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-9", "loopMatches": [ { "to": 10, "from": 5, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "caf65166-320d-4156-95f0-6bd20fe52fd8", "evidence": "The presentation uses a logic chain to demonstrate the contradictions in Herbalife's business model", "position": 0, "objective": "To demonstrate the contradictions in Herbalife's business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 20, "from": 8, "beatId": "3ab68d6e-7da4-4a62-9c2f-5435fe663dff", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence and proof of Herbalife's alleged pyramid scheme on slides 8-20", "position": 1, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 10, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses callouts to highlight specific quotes from the CEO that the author intends to contradict.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/10", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-10", "loopMatches": [ { "to": 10, "from": 5, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "caf65166-320d-4156-95f0-6bd20fe52fd8", "evidence": "The presentation uses a logic chain to demonstrate the contradictions in Herbalife's business model", "position": 0, "objective": "To demonstrate the contradictions in Herbalife's business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 20, "from": 8, "beatId": "3ab68d6e-7da4-4a62-9c2f-5435fe663dff", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence and proof of Herbalife's alleged pyramid scheme on slides 8-20", "position": 1, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 11, "slideType": "cite_precedent", "function": "cite_precedent", "notes": "The slide uses a callout box to emphasize a specific sentence from the press release.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/11", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-11", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 8, "beatId": "3ab68d6e-7da4-4a62-9c2f-5435fe663dff", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence and proof of Herbalife's alleged pyramid scheme on slides 8-20", "position": 1, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 12, "slideType": "filler", "function": "filler", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/12", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-12", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 8, "beatId": "3ab68d6e-7da4-4a62-9c2f-5435fe663dff", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence and proof of Herbalife's alleged pyramid scheme on slides 8-20", "position": 1, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 13, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/13", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-13", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 8, "beatId": "3ab68d6e-7da4-4a62-9c2f-5435fe663dff", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence and proof of Herbalife's alleged pyramid scheme on slides 8-20", "position": 1, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 14, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "The slide functions as a legal argument slide, using quotes from an FTC complaint to dismantle the 'retail-based' defense.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/14", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-14", "loopMatches": [ { "to": 16, "from": 14, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "fe633c10-0873-4dd1-a8b5-bc4fe4cf24e3", "evidence": "The presentation provides an aha moment on the lack of retail demand for Herbalife's products", "position": 1, "objective": "To reveal the lack of retail demand for Herbalife's products", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.7, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 20, "from": 8, "beatId": "3ab68d6e-7da4-4a62-9c2f-5435fe663dff", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence and proof of Herbalife's alleged pyramid scheme on slides 8-20", "position": 1, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 15, "slideType": "thesis_headline", "function": "expose_contradiction", "notes": "Uses legal citations to support the thesis that the business model is driven by internal qualification rather than external retail sales.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/15", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-15", "loopMatches": [ { "to": 16, "from": 14, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "fe633c10-0873-4dd1-a8b5-bc4fe4cf24e3", "evidence": "The presentation provides an aha moment on the lack of retail demand for Herbalife's products", "position": 1, "objective": "To reveal the lack of retail demand for Herbalife's products", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.7, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 20, "from": 8, "beatId": "3ab68d6e-7da4-4a62-9c2f-5435fe663dff", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence and proof of Herbalife's alleged pyramid scheme on slides 8-20", "position": 1, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 16, "slideType": "villain_critique", "function": "expose_contradiction", "notes": "The slide uses direct quotes from an FTC complaint to build a case against the company's business model.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/16", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-16", "loopMatches": [ { "to": 16, "from": 14, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "fe633c10-0873-4dd1-a8b5-bc4fe4cf24e3", "evidence": "The presentation provides an aha moment on the lack of retail demand for Herbalife's products", "position": 1, "objective": "To reveal the lack of retail demand for Herbalife's products", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 0.7, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 20, "from": 8, "beatId": "3ab68d6e-7da4-4a62-9c2f-5435fe663dff", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence and proof of Herbalife's alleged pyramid scheme on slides 8-20", "position": 1, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 17, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses direct quotes from a legal complaint (FTC v. Herbalife) to build its argument.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/17", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-17", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 8, "beatId": "3ab68d6e-7da4-4a62-9c2f-5435fe663dff", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence and proof of Herbalife's alleged pyramid scheme on slides 8-20", "position": 1, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 18, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses direct quotes from an FTC legal complaint to build a case against the company's business practices.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/18", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-18", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 8, "beatId": "3ab68d6e-7da4-4a62-9c2f-5435fe663dff", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence and proof of Herbalife's alleged pyramid scheme on slides 8-20", "position": 1, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 19, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a series of quotes from a legal complaint (FTC v. Herbalife) to build a case against the company's business practices.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/19", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-19", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 8, "beatId": "3ab68d6e-7da4-4a62-9c2f-5435fe663dff", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence and proof of Herbalife's alleged pyramid scheme on slides 8-20", "position": 1, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 20, "slideType": "cite_precedent", "function": "cite_precedent", "notes": "The slide uses direct quotes from an FTC legal complaint to establish a precedent of deceptive business practices.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/20", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-20", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 8, "beatId": "3ab68d6e-7da4-4a62-9c2f-5435fe663dff", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides evidence and proof of Herbalife's alleged pyramid scheme on slides 8-20", "position": 1, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 21, "slideType": "disclaimer", "function": "establish_context", "notes": "The slide uses a direct quote from an FTC statement to establish a legal/regulatory baseline.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/21", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-21", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 22, "slideType": "comparison_table", "function": "expose_contradiction", "notes": "The slide uses a comparison frame to establish a legal precedent by equating the Herbalife case to the Vemma case.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/22", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-22", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 23, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "This slide is part of a presentation likely by Bill Ackman/Pershing Square regarding their short position on Herbalife.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/23", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-23", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 24, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/24", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-24", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 25, "slideType": "key_messages", "function": "summarize", "notes": "The slide uses authority citations to frame the severity of the regulatory action.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/25", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-25", "loopMatches": [ { "to": 30, "from": 25, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "269c64e1-bb34-4225-9970-bc976ab5b9da", "evidence": "The presentation discusses the cost of inaction and the impact of the FTC settlement on Herbalife's business", "position": 2, "objective": "To highlight the impact of the FTC settlement on Herbalife's business", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 26, "slideType": "before_after", "function": "present_framework", "notes": "The slide uses a before-after structure to explain a regulatory change in compensation policy.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/26", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-26", "loopMatches": [ { "to": 30, "from": 25, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "269c64e1-bb34-4225-9970-bc976ab5b9da", "evidence": "The presentation discusses the cost of inaction and the impact of the FTC settlement on Herbalife's business", "position": 2, "objective": "To highlight the impact of the FTC settlement on Herbalife's business", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 27, "slideType": "cite_precedent", "function": "cite_precedent", "notes": "The slide uses a direct quote from an FTC legal filing to frame a problem statement.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/27", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-27", "loopMatches": [ { "to": 30, "from": 25, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "269c64e1-bb34-4225-9970-bc976ab5b9da", "evidence": "The presentation discusses the cost of inaction and the impact of the FTC settlement on Herbalife's business", "position": 2, "objective": "To highlight the impact of the FTC settlement on Herbalife's business", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 28, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a contrast-pairs approach to expose the company's shifting narrative regarding data collection requirements.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/28", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-28", "loopMatches": [ { "to": 30, "from": 25, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "269c64e1-bb34-4225-9970-bc976ab5b9da", "evidence": "The presentation discusses the cost of inaction and the impact of the FTC settlement on Herbalife's business", "position": 2, "objective": "To highlight the impact of the FTC settlement on Herbalife's business", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 29, "slideType": "propose_solution", "function": "propose_solution", "notes": "This slide appears to be from a legal or regulatory presentation regarding the FTC vs. Herbalife case.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/29", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-29", "loopMatches": [ { "to": 30, "from": 25, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "269c64e1-bb34-4225-9970-bc976ab5b9da", "evidence": "The presentation discusses the cost of inaction and the impact of the FTC settlement on Herbalife's business", "position": 2, "objective": "To highlight the impact of the FTC settlement on Herbalife's business", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 30, "slideType": "propose_solution", "function": "present_solution", "notes": "The slide uses a before-after framing to contrast previous practices with new regulatory requirements.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/30", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-30", "loopMatches": [ { "to": 30, "from": 25, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "269c64e1-bb34-4225-9970-bc976ab5b9da", "evidence": "The presentation discusses the cost of inaction and the impact of the FTC settlement on Herbalife's business", "position": 2, "objective": "To highlight the impact of the FTC settlement on Herbalife's business", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 31, "slideType": "before_after", "function": "present_framework", "notes": "The slide uses a 'Before/After' structure to illustrate the impact of legal compliance on marketing language.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/31", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-31", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 32, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses screenshots of social media posts to provide evidence of non-compliance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/32", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-32", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 33, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses screenshots of Instagram/Facebook posts to illustrate the contradiction between company policy and distributor behavior.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/33", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-33", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 34, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses screenshots of Instagram posts to argue that the distributor is flaunting wealth, which is presented as a violation of the FTC agreement.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/34", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-34", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 35, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/35", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-35", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 36, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a legal excerpt to frame a rhetorical question about distributor retention.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/36", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-36", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 37, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/37", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-37", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 38, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "This slide serves as a direct accusation of deceptive practices.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/38", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-38", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 39, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a screenshot of a Facebook post as evidence of the 'spin' being promoted by distributors.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/39", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-39", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 40, "slideType": null, "function": null, "notes": "Image file not present at /tmp/legacy-images/118452fbd911/slides/040.jpg; unable to inspect.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/40", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-40", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 41, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a 'point-counterpoint' structure to highlight contradictions between corporate spin and legal reality.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/41", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-41", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 42, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a 'claim-response' structure to systematically dismantle arguments made by the company.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/42", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-42", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 43, "slideType": "valuation_table", "function": "quantify_opportunity", "notes": "The slide uses a bearish scenario analysis to counter the '22% of sales' argument by showing the disproportionate impact on earnings.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/43", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-43", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 44, "slideType": "valuation_table", "function": "show_valuation_bridge", "notes": "The slide uses a bridge-style table to adjust GAAP EPS down to a 'Pro Forma EPS' by subtracting items management adds back, and further adjusting for U.S. business impact and compliance costs.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/44", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-44", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 45, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/45", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-45", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 46, "slideType": "roadmap", "function": "state_next_steps", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/46", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-46", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 47, "slideType": null, "function": null, "notes": "Image file not present at /tmp/legacy-images/118452fbd911/slides/047.jpg; unable to inspect.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/47", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-47", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-bf6e72adba7f", "docSlug": "118452fbd911", "documentTitle": "Herbalife, Ltd. (HLF)", "authorId": "01_Pershing_Square", "authorName": "William Ackman", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-07-20 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 48, "slideType": "key_takeaways", "function": "summarize", "notes": "Includes a direct quote from an FTC official to bolster the argument.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-bf6e72adba7f/48", "deckHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-bf6e72adba7f#slide-48", "loopMatches": [], "arcBeatMatches": [ { "to": 48, "from": 25, "beatId": "09a6079e-0a1a-42d1-bda7-758bd715fc9b", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The presentation discusses the impact of the FTC settlement and next steps on slides 25-48", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": "https://imgproxy.kitesheet.com/RggkJRRqMS7-aZMLnIWWcVbrmD9Ya5OrXyfVI8AsPzw/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8wM2E1MjNlODc2NzUvcDAwMS5qcGc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/1", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 4, "from": 1, "beatId": "5a8ceddd-5422-415b-afed-c111589723ce", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The presentation starts with a disclaimer, agenda, and an overview of 2016 YTD fund performance", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/VwpWrXcDdR8H-T1X6zRz_kdbLk6oxsCB-5RA2jFzFsQ/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8wM2E1MjNlODc2NzUvcDAwMS5wbmc", "thumbSrc": "https://imgproxy.kitesheet.com/RzTA3oqdKH8ankPF7A9NTFKoeTaWSGTYAMwa0J4xhDM/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8wM2E1MjNlODc2NzUvcDAwMS5qcGc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/O7TVVWrGafPqwzF5MQv2qntKygXiW-jSMmiBH0MwlVI/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8wM2E1MjNlODc2NzUvcDAwMS5wbmc" }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 2, "slideType": "disclaimer", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/2", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 4, "from": 1, "beatId": "5a8ceddd-5422-415b-afed-c111589723ce", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The presentation starts with a disclaimer, agenda, and an overview of 2016 YTD fund performance", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 3, "slideType": "agenda", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/3", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-3", "loopMatches": [], "arcBeatMatches": [ { "to": 4, "from": 1, "beatId": "5a8ceddd-5422-415b-afed-c111589723ce", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The presentation starts with a disclaimer, agenda, and an overview of 2016 YTD fund performance", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 4, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/4", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-4", "loopMatches": [], "arcBeatMatches": [ { "to": 4, "from": 1, "beatId": "5a8ceddd-5422-415b-afed-c111589723ce", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The presentation starts with a disclaimer, agenda, and an overview of 2016 YTD fund performance", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 5, "slideType": "peer_benchmark", "function": "compare_peers", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/5", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-5", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 6, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart highlights the significant outperformance of Pershing Square relative to the S&P 500 index.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/6", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-6", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 7, "slideType": "comparison_table", "function": "analyze_data", "notes": "The slide uses a split-table format to contrast positive and negative performance contributors.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/7", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-7", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 8, "slideType": "appendix_data", "function": "analyze_data", "notes": "The table demonstrates that both long and short strategies have contributed to performance, with short positions providing positive returns in years where long positions struggled (e.g., 2007, 2008).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/8", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-8", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 9, "slideType": "appendix_data", "function": "analyze_data", "notes": "The slide includes a footnote clarifying the relationship between specific funds and the PSV co-investment vehicle.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/9", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-9", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 10, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/10", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-10", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 11, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/11", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-11", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 12, "slideType": "key_messages", "function": "establish_context", "notes": "Slide 11 from an activist investor deck.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/12", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-12", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 13, "slideType": "key_messages", "function": "establish_context", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/13", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-13", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 14, "slideType": "key_takeaways", "function": "size_opportunity", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/14", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-14", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 15, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart uses a red bar for Mondelez to emphasize its underperformance relative to the blue-colored peer group.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/15", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-15", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 16, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "Uses a timeline to illustrate the accumulation of brands (Jacobs, Nabisco, Cadbury, Milka, LU) leading to the formation of Mondelez.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/16", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-16", "loopMatches": [ { "to": 21, "from": 16, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "fc0ae90d-32bd-44e4-b803-74cfbeed0ee4", "evidence": "The presentation highlights the potential benefits of implementing 3G's ZBB approach at Mondelez", "position": 0, "objective": "What are the consequences of not taking action to improve profitability?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 20, "from": 16, "beatId": "1b56c984-02d1-4ace-9c7e-88c5f413a822", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The presentation discusses challenges faced by portfolio companies, such as Mondelez's high G&A and Valeant's decline", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 17, "slideType": "comparison_table", "function": "compare_peers", "notes": "The slide uses a visual comparison to frame Mondelez's ZBB implementation as inferior to the 3G benchmark.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/17", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-17", "loopMatches": [ { "to": 21, "from": 16, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "fc0ae90d-32bd-44e4-b803-74cfbeed0ee4", "evidence": "The presentation highlights the potential benefits of implementing 3G's ZBB approach at Mondelez", "position": 0, "objective": "What are the consequences of not taking action to improve profitability?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 20, "from": 16, "beatId": "1b56c984-02d1-4ace-9c7e-88c5f413a822", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The presentation discusses challenges faced by portfolio companies, such as Mondelez's high G&A and Valeant's decline", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 18, "slideType": "kpi_overview", "function": "quantify_opportunity", "notes": "The slide uses a table to bridge the gap between asset utilization and margin impact.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/18", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-18", "loopMatches": [ { "to": 21, "from": 16, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "fc0ae90d-32bd-44e4-b803-74cfbeed0ee4", "evidence": "The presentation highlights the potential benefits of implementing 3G's ZBB approach at Mondelez", "position": 0, "objective": "What are the consequences of not taking action to improve profitability?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" }, { "to": 25, "from": 18, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "97c2c704-495e-4d46-9b3d-260b0012b18e", "evidence": "The presentation provides examples of successful investments, such as Heinz's expanded global gross margins", "position": 1, "objective": "How can we improve the profitability of portfolio companies?", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 0.7, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 20, "from": 16, "beatId": "1b56c984-02d1-4ace-9c7e-88c5f413a822", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The presentation discusses challenges faced by portfolio companies, such as Mondelez's high G&A and Valeant's decline", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" }, { "to": 25, "from": 18, "beatId": "693c829c-9893-4b47-8718-b69e36a0f5a6", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides data and examples of successful investments, such as Heinz's expanded global gross margins", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9b-c1ba6b225076", "docSlug": "03a523e87675", "documentTitle": "Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2016-04-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 19, "slideType": "before_after", "function": "illustrate_case", "notes": "The slide uses a before-after comparison to demonstrate operational efficiency gains.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9b-c1ba6b225076/19", "deckHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9b-c1ba6b225076#slide-19", "loopMatches": [ { "to": 21, "from": 16, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "fc0ae90d-32bd-44e4-b803-74cfbeed0ee4", "evidence": "The presentation highlights the potential benefits of implementing 3G's ZBB approach at Mondelez", "position": 0, "objective": "What are the consequences of not taking action to improve profitability?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" }, { "to": 25, "from": 18, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "97c2c704-495e-4d46-9b3d-260b0012b18e", "evidence": "The presentation provides examples of successful investments, such as Heinz's expanded global gross margins", "position": 1, "objective": "How can we improve the profitability of portfolio companies?", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 0.7, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 20, "from": 16, "beatId": "1b56c984-02d1-4ace-9c7e-88c5f413a822", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The presentation discusses challenges faced by portfolio companies, such as Mondelez's high G&A and Valeant's decline", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" }, { "to": 25, "from": 18, "beatId": "693c829c-9893-4b47-8718-b69e36a0f5a6", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The presentation provides data and examples of successful investments, such as Heinz's expanded global gross margins", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }