slides · global inventory
Overcoming Monster
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9,091-9,120 of 10,649
01
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
02
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
03
The quote is used to establish a standard for business success and accountability.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
04
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
05
The slide uses a classic activist investor structure: market performance, management critique, board accountability, and a proposed path to value.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
06
Uses a combination of a stock price line chart and a performance table to highlight management's failure to deliver value.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Monster1 hit
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Uses a 'X' icon to visually reinforce the failure of accountability.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Monster1 hit
03
The slide uses a dual-axis combo chart for revenue and a stacked bar chart for EPS to highlight financial deterioration.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Setup1 hit
04
Uses a table to decompose growth components and a bar chart to show the trend of declining growth.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
05
The charts use arrows to highlight the downward trend in sales over time.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
06
The slide uses trend lines to emphasize the decline in revenue after an initial peak.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide uses a timeline-style table to show the progression from positive reporting to silence.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
08
The slide uses a timeline-style layout to contrast early management optimism with later admissions of market decline.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
09
The table explicitly calculates the 'adjusted' performance by subtracting the estimated pull-forward volume.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
10
The slide uses a quote from 2008 to highlight the gap between management's historical optimism and the actual declining performance shown in the chart.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide uses a contrast-pair framework to highlight the evolution of legal risk disclosures.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide uses bolding to emphasize the shift in compensation methodology for independent service providers in China.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
The slide uses bolding to emphasize the expanded scope of regulatory risk in the 2017 disclosure.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide highlights the discrepancy between 'Reported' and 'Adjusted' EPS by listing specific line items that are recurring but treated as non-recurring.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
46
The slide uses a red box to highlight the 'China Royalties' row in the table.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses an internal document to expose the mechanical nature of their financial forecasting, specifically targeting the 'China Sales Employees' line item.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a stacked bar chart to visualize the components of distributor payout, contrasting retail profit with various bonuses.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a red arrow to link a table of percentages to a visual breakdown of the 73% distributor payout.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
50
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a yellow callout box to highlight the core argument against the company's business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
52
The slide uses 'villain critique' style evidence (hand-drawn diagrams) to expose a contradiction between official policy and actual practice.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses a green callout box to present data extracted from 10K filings, contrasting the company's public reporting with the context of mass-rally promotion.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
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This slide is a classic 'fraud exposure' or 'villain critique' slide, common in activist short-seller presentations.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
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Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
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Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit