Matching slides 10,649
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9,901-9,930 of 10,649

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This slide is designed to preemptively defend Pershing Square against accusations of complicity or prior knowledge regarding the Valeant-Philidor relationship.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Struggle1 hit
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The slide uses a structured list format to contrast management's responses with the underlying unresolved issues.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Struggle1 hit
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Pershing Square | Activist Presentation Deck | 39 slidesPershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
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Pershing Square | Activist Presentation Deck | 39 slidesPershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
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Pershing Square | Activist Presentation Deck | 39 slidesPershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
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Pershing Square | Activist Presentation Deck | 39 slidesPershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a 'floor' valuation approach to argue for stock undervaluation.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
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Pershing Square | Activist Presentation Deck | 39 slidesPershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a DCF-style logic to derive a target share price from 2020 EPS projections.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
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Pershing Square | Activist Presentation Deck | 39 slidesPershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
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Used as a historical precedent for fraud and corporate oversight failure.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
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Uses historical precedent to argue for buying opportunities during market panics.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
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The quote is used to justify a contrarian investment thesis.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
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Pershing Square | Activist Presentation Deck | 39 slidesPershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
05
The slide uses a 'check-mark' visual to imply that previous assertions have been proven correct.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
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Pershing Square | Activist Presentation Deck | 48 slidesPershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide uses a callout box to emphasize the 'pyramid scheme' conclusion.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide uses a callout box to state the activist's thesis that the settlement will cause the business model to collapse.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
09
The slide uses callouts to correlate specific news events with sharp movements in the stock price, highlighting the market's reaction to the FTC settlement.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
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Uses callouts to highlight specific quotes from the CEO that contradict the implications of the FTC settlement.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
11
The slide uses a callout box to emphasize a specific quote from the provided text, framing it as part of a 'spin machine' narrative.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
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Pershing Square | Activist Presentation Deck | 48 slidesPershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide uses legal complaint excerpts to frame the company's business model as deceptive.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide uses direct quotes from an FTC complaint to frame the business model as artificial.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide relies on legal complaint excerpts to frame the business opportunity as non-viable.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
17
The slide uses direct quotes from a legal complaint (FTC v. Herbalife) to build its case.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide uses direct quotes from an FTC complaint to frame the company's business model as deceptive.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide uses a series of quotes from an FTC complaint to build a case against the company's business practices.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide relies on legal precedent/complaint language to frame the business model as deceptive.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
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Pershing Square | Activist Presentation Deck | 48 slidesPershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Cite Precedent1 hit