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

Consultants Gambit Problem Complication

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

Search Insights JSON Unlock
Matching slides 5,737
Current window 3,811-3,840
Pages 192
Rows per page 30
Beat: Consultants Gambit Problem Complicationclear collectionreset all
18 30 60

Beat

3,811-3,840 of 5,737

filter-aware
05
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
06
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
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
03
This is a page from a shareholder letter/report, likely from an activist investor or analyst, critiquing management's performance and communication.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Problem & Complication1 hit
04
This is a page from a shareholder letter/report, likely from an activist investor or short-seller.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Problem & Complication1 hit
05
This is a page from a formal letter/report by Pamela Jones Harbour.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Problem & Complication1 hit
06
This is a page from a formal letter/report by Pamela Jones Harbour. It uses strong, accusatory language to frame the business model as a pyramid scheme.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Problem & Complication1 hit
20
The slide uses a dual-line chart to argue for further cap rate compression based on the historical spread between REIT cap rates and corporate bond yields.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
21
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
22
The slide uses a table to show how specific acquisitions (Eddie Bauer, Ritz Camera, Filene's, J. Jill) mitigated store closures.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
23
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
24
The slide highlights that despite industry 'right-sizing' trends, specific retail concepts showed store count growth.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
25
The table provides a breakdown of store counts by company and concept, showing growth across most entities.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
26
The table tracks store expansion for specific mall-based retail concepts.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
27
The chart shows a slight dip in occupancy starting in Q1 2009 compared to 2008 levels, but the trend remains relatively flat.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
28
The chart includes a data table at the bottom showing the percentage point difference between the two groups.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
29
The chart demonstrates stability in bad debt provisions despite the financial crisis period.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
06
The table uses a color-coded system to group categories into 'Personal Care' and 'Household Care'.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
07
The slide references the 'two moments of truth' marketing framework.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
08
The chart uses a bar-vertical format to visualize ordinal ranking data.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
09
The chart highlights P&G's position relative to peers, noting that only Colgate and Unilever have a higher emerging market sales mix.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
10
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
11
The slide uses a collection of product logos/images to visually represent the company's history of innovation.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
12
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
13
The slide uses a 'problem-solution' framing where the problem is diagnosed as a set of fixable operational inefficiencies.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
03
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
05
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
09
The slide uses a comparison frame to highlight valuation arbitrage potential.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit