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Matching slides 79,264
Current window 72,421-72,450
Pages 2,643
Rows per page 30
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72,421-72,450 of 79,264

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Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
72
The slide uses a 'drill-down' visual technique to show the composition of the 'Durable' segment.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
73
The slide highlights that the analyst's 6-8% growth estimate is a slight discount to management's own projections.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
75
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
76
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
77
The slide uses a comparison framework to justify valuation multiples by drawing parallels to a high-performing consumer sector.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
78
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
79
The chart uses a floating bar format to show ranges for three different comparable categories.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
82
The table uses a weighted average approach based on earnings contribution to derive the base business multiple.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
85
The chart uses a timeline-based annotation style to correlate M&A activity with stock performance.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
88
The slide uses callout boxes to correlate specific corporate milestones with stock price movements.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
92
The slide uses a green callout box to emphasize the core thesis.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
93
The slide uses a before-after framing to demonstrate that realized synergies consistently exceeded initial announcements.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
94
The slide lists 36 companies in the table, but the header text mentions 58 companies. The data is sourced from Capital IQ as of 4/21/2014.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
95
The table shows ranks 37-58, implying this is part of a larger list. Data source is Capital IQ.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
97
The slide uses a pro-forma bridge to justify the acquisition price and expected returns.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
98
The slide uses a hypothetical scenario to justify a valuation premium based on asset acquisition scale.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
99
The chart illustrates the expansion of the P/E multiple from 2008 to 2014.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
100
The slide consists of a single callout box containing the core investment thesis.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
103
The slide uses a calculation table to demonstrate the break-even point for the transaction value.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
109
The slide uses two distinct sections to frame the argument about tax rate accuracy and sustainability.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
110
The slide includes a summary table of undiscounted cash flows and a detailed table of discounted cash flows at a 10% discount rate.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
03
Slide provides a snapshot of the GSEs' market position and financial state as of May 2014.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Situation & Context1 hit
09
The chart illustrates the market share shift in residential mortgages over three decades.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
10
The chart illustrates the expansion of GSE market share at the expense of other categories, with a notable temporary spike in Private-Label MBS leading up to the 2008 crisis.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
11
The chart highlights the shift in market dominance toward GSEs following the 2008 financial crisis.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
13
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
16
The U.S. column is highlighted with a dashed oval to emphasize its outlier status regarding MBS funding.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit