slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 72,361-72,390
Pages 2,643
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Component
72,361-72,390 of 79,264
309
This is a classic 'preempt_rebuttal' slide designed to invalidate a specific metric often cited by the company or bulls.Herbalife, Ltd. (HLF) · 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
311
This is a continuation slide (311) from an activist investor presentation (likely Pershing Square's Herbalife short thesis).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
321
The slide uses a specific internal presentation from 2010 to highlight the high cost of entry/maintenance for distributors.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
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
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The chart uses a bar-vertical format to visualize ordinal ranking data.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
14
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 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
17
The slide uses a weighted average calculation to justify a 5% growth 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
19
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
20
The slide uses a bridge-like structure to highlight specific areas for margin expansion (Gross Margin and SG&A).The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
21
The slide uses a table to justify a higher-than-reported gross margin estimate based on segment-level analysis.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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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
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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
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The slide uses a quote to frame the strategic opportunity for margin expansion.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
26
The slide uses a bridge-like visual to demonstrate the impact of scale on expense ratios.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
27
The slide uses a bridge-like structure to justify a margin expansion target.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
29
The slide uses a historical quote to anchor current performance expectations.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
31
The slide uses a 'bridge' logic to show the path from current performance to a target EPS.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
36
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Before After1 hit