slides · global inventory
Overcoming Monster
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Matching slides 10,649
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9,841-9,870 of 10,649
25
The slide uses a green callout box to frame the mechanism and the subsequent critique of the mechanism.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
The slide uses direct quotes to expose the business model as recruitment-focused rather than retail-focused.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
27
The slide uses a direct quote to expose the mechanics of a multi-level marketing structure while highlighting the distributor's own awareness of the 'pyramid' label.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
28
The slide uses direct quotes to contradict the official framing of the income source.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
29
The slide uses a yellow callout box to create a curiosity gap regarding a 'familiar shape'.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
30
The slide uses a photograph of a handwritten diagram to demonstrate the pyramid-like recruitment model.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
31
The slide uses a hand-drawn sketch to explain the recruitment hierarchy, likely to expose the structure of a pyramid scheme or MLM.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
32
The slide uses a hand-drawn sketch to explain the recruitment structure of distributors, likely to imply a pyramid or multi-level marketing scheme.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
33
The slide contains a hand-drawn sketch of a hub-and-spoke model with the Chinese character for 'you' in the center and the number 200 written next to a bracket.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
34
The diagram shows a hierarchical tree structure (likely representing a downline) with the Chinese character '我' (meaning 'I' or 'me') at the top.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
35
The slide features hand-drawn sketches of network structures, likely from field research.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
36
Pershing Square | Activist Presentation Deck | 63 slidesPershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
37
Uses a simple flow diagram to link a company practice to legal violations.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
38
Uses a simple causal flow diagram to link company practice to legal violation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
39
Uses a simple process flow to show a violation of law.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
40
Uses a causal arrow to link business practices to legal definitions.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
41
Pershing Square | Activist Presentation Deck | 63 slidesPershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
42
The slide uses a table from the 2013 10K to demonstrate that China's contribution margin is artificially inflated compared to other segments.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
43
The slide uses a red arrow and a dashed red box to highlight the discrepancy between reported and pro forma margins.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
44
The slide uses an internal document to validate specific financial assumptions, likely to challenge public claims.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
45
The slide uses a red arrow to visually link the internal spreadsheet row to the public 10-K text, highlighting the discrepancy/confirmation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
46
The slide uses a red box to highlight the 'China Royalties' row and the specific value 79,082 in the 2010 column.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
47
The slide uses a red box to highlight the specific rows (54-58) containing the percentage multipliers used for the calculation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
48
The slide uses a red arrow to draw attention to a footnote that excludes China from the data, suggesting a potential inconsistency in reporting.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
49
The slide uses a red arrow to link a table of percentages to a visual breakdown of distributor payouts.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
50
The slide highlights a discrepancy between public/stated claims and internal operational reality.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
51
The slide uses a yellow background callout box to emphasize the core argument.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
52
Contains three hand-drawn organizational charts illustrating deep multi-level marketing structures.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
53
The slide uses a green callout box to present company-reported data, followed by a source note that includes a critical quote from China People's Daily.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
54
The slide uses a yellow background to highlight the core accusation of regulatory non-compliance and accounting obfuscation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit