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Matching slides 110,471
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72,271-72,300 of 110,471
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Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
80
The slide details three specific conservative assumptions regarding life-cycle management, post-patent revenue, and cost variability.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
81
The slide outlines the assumptions (10% discount rate, 10-year life, 0-5% growth) and presents a sensitivity table for DCF multiples.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
87
This slide serves as a historical context piece for an activist investor's thesis regarding a specific executive's track record.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
90
The slide uses a custom qualitative scoring framework represented by pie charts.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
91
The slide highlights specific financial and strategic pitfalls such as overpaying for acquisitions and focusing on GAAP earnings over economic earnings.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
102
The slide uses a contrast-pair structure to highlight the perceived reliability of Valeant's synergy track record versus the uncertainty of standalone Allergan's growth drivers.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
108
This slide attempts to normalize earnings by removing costs the company deems non-recurring.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
05
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
06
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
08
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
17
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & Approach1 hit
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The slide uses a hierarchical structure to contrast the risk profiles and purposes of the two business lines.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & Approach1 hit
21
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & Approach1 hit
22
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & Approach1 hit
23
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & Approach1 hit
25
The slide uses a causal chain to explain why guarantees issued during downturns are lower risk.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & ApproachLoop · Before After1 hit
44
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
57
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
58
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
59
The slide uses a list of six reasons to support the thesis that private capital is insufficient.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
69
The slide uses a historical narrative to support the thesis that private capital in this sector is inherently pro-cyclical and unreliable.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
73
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
This is a formal letter document, not a standard presentation slide.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
The slide functions as a critical analysis of Herbalife's business practices, using an analyst's report to expose potential weaknesses.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Situation & Context1 hit
03
This is a page from a shareholder letter/report, likely from an activist investor or analyst, critiquing management's performance and communication.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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This is a page from a formal letter/report by Pamela Jones Harbour.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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This is a page from a shareholder letter/report by Pamela Jones Harbour.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Solution & Approach1 hit
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This is a page from a letter by Pamela Jones Harbour to Herbalife, focusing on compliance failures and the need for structural reform.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
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This slide is part of a legal or regulatory filing (Pamela Jones Harbour, 2014) exposing deceptive marketing practices.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Evidence & Proof1 hit