slides · global inventory
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Matching slides 110,355
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Pages 3,679
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51,991-52,020 of 110,355
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Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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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 1 hit
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Uses a process flow to describe the traditional model and bulleted metrics to support the 'broken' thesis.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Uses media citations to establish the financial risk of traditional R&D models.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Uses a waterfall-style visualization to compare margin structures.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a waterfall chart to contrast cost structures, framing traditional pharma spending as 'wasteful'.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a conceptual growth curve to argue that Valeant's underlying business is stronger than reported figures suggest due to temporary generic competition.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The table highlights the impact of generic entry and FX adjustments on organic growth metrics.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide uses a table to illustrate the vesting schedule of Performance Share Units (PSUs) based on annualized TSR.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide uses the 3G Capital model as a precedent to justify Valeant's strategy.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide uses a visual bracket to emphasize the $4.5bn cumulative difference between the two metrics over the three-year period.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
61
The slide highlights the specific add-backs used by Valeant, which are often criticized in activist contexts for inflating earnings.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide highlights the aggressive nature of non-GAAP adjustments, particularly the massive add-backs for amortization and acquisition costs.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide uses a bracket and arrow to annotate specific line items, framing them as accounting artifacts rather than operational costs.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
66
The slide provides specific data points regarding stake accumulation, trading volume, and the final unaffected share price.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
71
The slide uses a bracket to group multiple product lines under a single valuation methodology.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 hit
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Uses a bridge-style visual to connect the 'Durable' segment of the total portfolio to its sub-components.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 hit
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The slide uses specific company examples to establish a valuation benchmark based on portfolio durability.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 hit
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Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 hit
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The slide uses a comparison framework to justify valuation multiples by drawing parallels to a high-performing consumer sector.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 hit
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The slide uses a dashed line to visually connect the peer group multiples to the average.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 hit
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The slide uses a floating bar chart to represent valuation ranges for different peer groups.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 hit
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The slide uses a weighted average approach based on earnings contribution to derive a base business multiple.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide uses a timeline-integrated line chart to correlate M&A activity with stock performance.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Slide 87 of an activist investor deck.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide uses a timeline-annotated line chart to demonstrate value creation following specific M&A events.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit