Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · page 67 of 82
The slide uses a 'pyramid' metaphor to describe the business model and explicitly labels a company statement as 'false'.
Activist deck · expose_contradiction · expose_contradiction · overcrowded density
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