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Matching slides 37,461
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15,511-15,540 of 37,461
20
The slide advocates for 3G Capital-style operational efficiency measures.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
21
The chart uses a visual bridge to show the gap between the 2018 target and the activist's 'optimized' projection.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Solution & ApproachLoop · Pattern Hunter1 hit
22
The chart highlights the correlation between activist intervention/company news and stock price movement.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Solution & ApproachLoop · Pattern Hunter1 hit
23
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Solution & ApproachLoop · Pattern Hunter1 hit
24
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Solution & ApproachLoop · Pattern Hunter1 hit
25
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Solution & ApproachLoop · Pattern Hunter1 hit
41
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
42
The slide uses a table from the 2013 10K to demonstrate that China's contribution margin is artificially inflated compared to other regions.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
43
The slide uses a table to perform a pro forma adjustment on contribution margins, highlighting the discrepancy between reported and adjusted figures.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
44
The slide uses a screenshot of a spreadsheet to provide primary source evidence of internal financial assumptions.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
45
The slide uses a red box to highlight the matching figures between the internal document and the public 10-K filing.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 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
47
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
48
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
49
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
51
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
53
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
54
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
55
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
56
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
20
The slide advocates for 3G Capital-style operational efficiency measures.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
21
The chart uses a waterfall-like progression to show margin expansion potential.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
22
The chart highlights the correlation between activist intervention/company announcements and stock price movement.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
23
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
24
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
25
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
26
The slide highlights the correlation between activist intervention (Pershing Square) and stock price appreciation.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
27
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit