slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 52,021-52,050
Pages 3,679
Rows per page 30
Component
52,021-52,050 of 110,355
93
Uses a before-after framing to demonstrate management's ability to exceed synergy targets.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
95
The slide uses a table to illustrate the scale of potential acquisition targets.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
97
Uses a standard pro-forma bridge to justify acquisition value creation through cost cutting (SG&A and R&D).Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
98
The slide uses a hypothetical 'Val-gan' entity to demonstrate the impact of asset acquisition on market cap and shareholder value.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
99
The slide uses a historical valuation chart to argue that the stock was historically undervalued.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
100
The slide uses a conditional 'If-then' logic structure to frame the company's growth thesis.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
103
The slide uses a 'margin of safety' framing to argue that the proposed transaction is undervalued or safe for the acquirer.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
109
Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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 1 hit
02
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor 1 hit
03
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor 1 hit
04
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor 1 hit
05
This slide serves as a foundational narrative for an activist campaign, establishing the 'why' behind the proxy contest.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor 1 hit
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 After1 hit
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 Contradiction1 hit
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 Statement1 hit
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 Contradiction1 hit
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 Contradiction1 hit
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 Contradiction1 hit
15
Uses visual metaphor (The Scream) to ridicule management's narrative.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
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 Contradiction1 hit
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 Contradiction1 hit
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 Contradiction1 hit
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 Contradiction1 hit
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 Solution1 hit
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 Solution1 hit
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 Solution1 hit
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 Bet1 hit
27
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Closing Ask1 hit