slides · global inventory
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Matching slides 110,355
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Pages 3,679
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Component
51,121-51,150 of 110,355
27
The slide uses a timeline-annotated line chart to demonstrate value creation following activist intervention.Pershing Square portfolio (multi-target) · William Ackman
Activist deck Activist investor Beat · DevelopmentLoop · Before After1 hit
31
The slide uses a line chart with callout boxes to correlate specific news events with stock price drops.Pershing Square portfolio (multi-target) · William Ackman
Activist deck Activist investor Beat · Development1 hit
45
The slide uses a timeline-annotated line chart to correlate corporate milestones and activist interventions with stock price growth.Pershing Square portfolio (multi-target) · William Ackman
Activist deck Activist investor Beat · ReflectionLoop · Before After1 hit
20
The chart uses a 'before-after' framing to highlight the gap between current targets and potential optimized performance.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Before After1 hit
21
The slide uses a red bar for the subject company (Mondelez) and blue bars for peers to highlight the performance gap.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Before After1 hit
86
The chart uses a timeline-based annotation style to correlate stock performance with specific activist interventions and management changes.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
32
The chart highlights the correlation between activist events and share price appreciation.Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · Evidence1 hit
40
The slide uses a timeline-annotated line chart to correlate specific corporate events with share price volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · Evidence1 hit
03
Uses strong, accusatory language ('deceive', 'disingenuous', 'mislead', 'fooled') to frame the incumbent management as untrustworthy.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
04
Uses a classic 'Claim vs. Reality' structure to frame the target company's narrative as deceptive.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
05
The slide uses a Venn diagram to visually demonstrate the discrepancy between two peer groups, supporting the activist's claim of manipulative peer selection.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
06
The slide uses a checkmark/cross matrix to visually demonstrate the lack of overlap between peer sets.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
08
The chart uses a waterfall-style bridge to adjust the original target for divestitures, then compares the pro-forma target to the actual result.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
09
Uses red callout boxes to highlight specific deceptive practices in the chart.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
10
Uses a waterfall-style logic to show the subtraction of business units from actuals/targets.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
09
Uses a visual equation (Historical Acquisitions + Internal R&D = Success) vs (Celgene Acquisition = High Risk/Patent Cliff) to frame the contradiction.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
16
The slide uses a bar chart to show historical revenue concentration and an area chart to show the projected revenue decline of Celgene's portfolio.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
20
Uses a waterfall-style bridge to reallocate synergies from marketed products to the pipeline.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
24
Uses a timeline visualization to highlight the gap between historical performance (3 launches in 15 years) and projected performance (10 launches in 8 years).Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
28
The chart uses a scatter/line hybrid to show the relationship between 2028 revenue and NPV, highlighting specific failure points.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
12
The slide uses a 'break-even' analysis to highlight the risk of multiple compression in a spin-off scenario.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Hypothesis Test1 hit
19
Uses a custom 'fully-leased EBITDA' metric to normalize for real estate ownership structures.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
87
Uses visual evidence to support a critique of corporate overhead (G&A).Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
03
The slide uses a timeline-annotated line chart to correlate M&A activity with stock performance.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · SetupLoop · Before After1 hit
20
The slide uses a valuation bridge format to justify the acquisition value creation.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
07
Right-hand portion of the chart (Sep-Oct 2015, showing sharp price decline) is grayed out with a 'See next page' label, deferring that period to a follow-up slide.Valeant Pharmaceuticals International (VRX) · 01_Pershing_Square
Activist deck Activist investor 1 hit
31
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · 01_Pershing_Square
Activist deck Activist investor 1 hit
11
Uses a rhetorical question to cast doubt on the legitimacy of the company's business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Villain CritiqueLoop · Pattern Hunter1 hit
62
The slide highlights specific legal citations (S.E.C. v. International Loan Network and In re Koscot Interplanetary, Inc.) to support the thesis.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Cite PrecedentLoop · Precedent1 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 Beat · Expose ContradictionLoop · Cost Of Inaction1 hit