slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
Current window 30,301-30,330
Pages 10,126
Rows per page 30
Component
30,301-30,330 of 303,780
26
Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 2 hits
28
Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 2 hits
31
The slide emphasizes the growth potential of the 'durable business' segment, which accounts for approximately 85% of total sales.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 2 hits
68
Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 2 hits
80
The slide explicitly defines the conservative assumptions used to model the financial impact of patent expirations.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap2 hits
107
The slide highlights a specific accounting practice (inventory step-up) and contrasts it with their treatment of stock-based compensation.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 2 hits
110
The slide uses a 10% discount rate to derive the final valuation multiples.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 2 hits
01
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor 2 hits
04
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor 2 hits
06
Uses a process diagram to show cause-and-effect over time.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Loop · Before After2 hits
07
Uses a structured table-like layout to contrast 'False statements', 'Disingenuous criticism', and 'Misleading quotations' with factual evidence.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction2 hits
08
The slide uses a bulleted list to frame the problem as a failure of governance and operational efficiency.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Problem Statement2 hits
09
Includes a stacked bar chart comparing Value of Property Sold vs Revenue Mix, and a pie chart of sales by category.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction2 hits
10
The slide uses a Bloomberg terminal screenshot as primary evidence to challenge management's narrative.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction2 hits
11
The slide uses a dual-chart layout to correlate population growth with wealth growth.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction2 hits
12
The slide uses a contrast-principle to highlight the underperformance of the art market relative to broader luxury goods.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction2 hits
13
Uses a dual-axis chart and a stacked bar chart to highlight the discrepancy between total sales and core art performance.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction2 hits
14
Uses red circles and arrows to highlight the delta between 2007 and 2013 for both revenue and expenses.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction2 hits
16
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction2 hits
17
The slide uses red dashed boxes to highlight specific directors to be replaced by the shareholder slate.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction2 hits
18
Uses ISS QuickScore 2.0 guidelines as an external authority to critique board independence.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction2 hits
19
The image of pills on shelves is a visual metaphor for the 'poison pill' defense.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction2 hits
20
Includes a specific calculation example for a $4.2M hammer price to illustrate the potential margin.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction2 hits
21
The slide uses a dual-axis chart to show the divergence between rising/flat compensation and falling EPS.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction2 hits
22
The slide uses a bar chart to visually demonstrate the disparity between total spend and the small amount of savings identified.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction2 hits
23
The slide uses a two-category structure to organize strategic recommendations.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Propose Solution2 hits
24
The slide uses a structured list format to present strategic recommendations, including critical questions for management.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Propose Solution2 hits
25
The slide uses a 'Pro forma earnings power' table to highlight the gap between actual performance and potential performance.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Propose Solution2 hits
26
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet2 hits
28
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor 2 hits