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slides · global inventory

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

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Matching slides 110,355
Current window 49,051-49,080
Pages 3,679
Rows per page 30
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49,051-49,080 of 110,355

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12
The slide serves as a reference or authority citation for the management philosophy being advocated.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Tale Two Worlds1 hit
15
The slide highlights the inclusion of Mike Pearson (Valeant) in a list of 'Outsider' CEOs, likely to draw a comparison or contrast.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Tale Two Worlds1 hit
23
The chart uses a bridge-like structure to reclassify 85% of revenue as 'durable' by excluding the 15% 'Patent Cliff Rx' portion.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
24
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
25
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
310
The slide uses a series of bullet points to dismantle the company's claim that low returns imply high retail demand.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
312
Uses a legal precedent (FTC v. Equinox) to frame Herbalife's policy as predatory.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
313
The slide uses a legal deposition to undermine the company's buyback policy claims.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
318
The slide uses a direct quote from a legal case to establish the illegality of pyramid schemes.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
320
The slide uses a 'failure' narrative to critique the business model, specifically targeting the high churn rate of distributors.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
322
The slide uses a specific case study to challenge the company's narrative regarding distributor costs.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
323
The slide uses a screenshot of a promotional flyer as evidence of the business practice.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
324
The slide uses a quote to contradict the idea that these clubs are low-cost or easy to start.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
325
Case citation provided in footer.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
326
This slide uses a cost-benefit framing to highlight the financial harm to distributors.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
327
The slide uses a simple multiplication framework to derive a total loss figure, while noting that this is a conservative estimate.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
332
The slide uses a dual-axis combo chart to correlate executive selling behavior with stock performance.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
03
Slide 2 of a presentation, likely an investor deck.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Situation & Context1 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
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
15
The slide uses a comparison table to justify a higher valuation target.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
18
The slide highlights that peers with lower emerging market exposure and weaker brand/category positioning are still achieving 4-7% growth, contrasting with P&G's 3% growth.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
22
The slide highlights that P&G's target is below the industry average of 4%.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
23
The slide uses a bridge calculation to justify a margin expansion target.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
25
The slide highlights a potential efficiency gap while noting that the analysis ignores P&G's scale advantage.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
28
The slide highlights the discrepancy between revenue scale and EBIT margin parity.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
34
The slide uses a table to quantify the number of external commitments to argue against the CEO's focus.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
37
The slide uses a bar chart to compare P&G against a peer group consisting of Church & Dwight, Clorox, Colgate, Kimberly-Clark, L'Oréal, and Unilever.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
42
Slide 41 of a presentation. Includes footnote regarding fiscal year end and dividend assumptions.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
43
The slide uses a combination of a quantitative valuation summary and a qualitative list of value drivers to justify a 'buy' or 'hold' thesis.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit