anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Problem Agitate Solution

Arc collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 26,550
Current window 17,251-17,280
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

Arc

17,251-17,280 of 26,550

filter-aware
02
This slide is part of a Pershing Square presentation (Bill Ackman's short thesis on Herbalife).Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Problem & Complication1 hit
03
This is a research note from Pershing Square Capital Management regarding Herbalife.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Problem & Complication1 hit
04
This is a text-heavy research note slide from a Pershing Square presentation on Herbalife.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Expose Contradiction1 hit
08
This is a research note from Pershing Square Capital Management regarding Herbalife. It uses legal precedents and specific examples to build a case for deceptive business practices.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Preempt Rebuttal1 hit
09
This is a page from a Pershing Square research note criticizing Herbalife's business model.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Preempt Rebuttal1 hit
10
The slide uses legal precedents and court rulings to build a case against the company's business model.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Preempt Rebuttal1 hit
11
The slide uses legal precedent (In re Koscot Interplanetary, Inc.) to define market saturation as a key indicator of a pyramid scheme.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Evidence1 hit
12
The slide uses a comparison to Tupperware to highlight the extreme concentration of wealth in Herbalife's model.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Evidence1 hit
01
Slide 1
Pershing Square Capital Management, L.P. logo and name present.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Setup1 hit
02
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Setup1 hit
03
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Setup1 hit
09
Uses a diagnostic structure to debunk potential explanations for stock performance.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
10
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
23
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Agitate1 hit
24
The slide uses a torn-paper aesthetic for the quotes.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Agitate1 hit
25
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Agitate1 hit
26
The slide uses a 'However' transition to pivot from a standard valuation to a more complex, asset-based argument.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
27
The slide uses a structured table format to justify valuation inputs for an acquisition model.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
28
The table models four scenarios based on annual M&A spend ($0bn, $5bn, $10bn, $20bn).Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
29
The table uses a weighted average approach (70% * 20.0x + 30% * 8.0x = 16.4x).Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
30
The slide uses a 10% discount rate for PV calculations and assumes a constant 16x NTM P/E multiple.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
56
The slide uses a bottom-up P&L build to justify a future earnings target.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
57
EPS dilution assumes $50/share; excludes real estate, other, qualified pension expense, $230mm interest expense, and 37% tax rate.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
58
The chart uses a waterfall structure to show how incremental operational improvements (cost saves, sales lift, margin expansion) build up to a higher EPS, which is then multiplied by a valuation multiple to derive a stock price.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
59
J.C. Penney Company, Inc. (JCP)J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
60
J.C. Penney Company, Inc. (JCP)J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
61
The slide uses a logo grid to illustrate the 'mall within a mall' concept.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
62
Uses a comparison frame to anchor JCP's potential performance against industry benchmarks.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
63
The slide uses a visual split to contrast industry peers with JCPenney's 'Old' vs 'New' branding and cost structure.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
64
The table models financial performance (EBIT, EPS, Share Price) across three scenarios of sales per square foot ($250, $300, $350).J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit