slides · global inventory
Overcoming Monster
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9,031-9,060 of 10,649
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Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
02
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
03
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
04
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
05
This slide appears to be from an activist presentation (likely Pershing Square's Herbalife deck) used to establish the company's expansion history.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
06
The slide uses a CEO quote to frame the company's strategy in China as recruitment-heavy, likely to support an argument about pyramid scheme characteristics.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
07
The slide uses a table to demonstrate the increasing reliance on the Chinese market.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
08
The slide uses a 'ceo-quote-contradiction' framework to imply that the company's secrecy about compensation in China may be masking regulatory non-compliance or problematic business practices.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
09
The slide uses a yellow callout box to emphasize the accusatory question.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
10
The slide uses a yellow background callout box to emphasize the legal constraints.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Analogy1 hit
11
This slide outlines the investigative process, including third-party research and document review.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Analogy1 hit
12
The slide uses a yellow background to highlight the core allegations of regulatory non-compliance and accounting misrepresentation.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Analogy1 hit
13
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Analogy1 hit
14
The slide highlights a discrepancy between internal distributor terminology and official company 10K filings.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Analogy1 hit
15
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Analogy1 hit
138
Uses legal citations to challenge the company's classification of distributors as customers.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
139
The slide uses a bottom-up estimation approach to fill a disclosure gap in SEC filings.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
140
The slide uses a stacked bar visual to represent the composition of distributor payouts.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
141
The slide uses a visual mapping of P&L line items to demonstrate that 'Recruiting Profit' is a significant portion of the business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
142
The slide uses a visual 'lockstep' argument to imply accounting manipulation.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
143
The slide uses a waterfall-style diagram to break down revenue and expenses, with a specific callout to potential savings.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
144
The slide uses a direct quote to highlight the company's classification of expenses.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
145
Uses a screenshot of a Herbalife promotional slide to illustrate the point.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
146
Uses a 54% distributor-facing expense ratio and a 50% recruiting reward ratio to arrive at $291mm.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
147
Uses a 'Reality vs Representation' framework to expose the discrepancy in distributor earnings.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
148
Uses a before-after framing to expose the discrepancy between company claims and actual financial outcomes.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
149
The chart uses arrows to indicate the direction of change for specific components across the business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
150
The slide uses a quote from an FTC economist to frame the subsequent data comparison.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
01
This is a formal letter formatted as a slide.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Hook1 hit
02
This is a formal letter/document page, not a typical presentation slide.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Complication1 hit