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 72,601-72,630
Pages 2,643
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Component
72,601-72,630 of 79,264
07
The slide uses a table to demonstrate the increasing reliance on the Chinese market.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
18
This slide is likely from an activist presentation (Pershing Square/Ackman) critiquing Herbalife's business model by highlighting how 'credits' are framed as 'salary'.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
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The slide highlights the structural incentive for recruiting inherent in the compensation model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
42
The slide uses a table from the 2013 10K to demonstrate that China's contribution margin is artificially inflated compared to other regions.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
43
The slide uses a table to perform a pro forma adjustment on contribution margins, highlighting the discrepancy between reported and adjusted figures.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a screenshot of a spreadsheet to provide primary source evidence of internal financial assumptions.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a red box to highlight the matching figures between the internal document and the public 10-K filing.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
47
The slide uses an internal document to expose the mechanical nature of their financial forecasting, specifically targeting the 'China Sales Employees' line item.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
48
The slide uses a stacked bar chart to visualize the components of distributor payout, contrasting retail profit with various bonuses.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a red arrow to link a table of percentages to a visual breakdown of the 73% distributor payout.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
04
This slide serves as a company profile/introductory slide for an activist investor deck.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Setup1 hit
07
The chart uses callout boxes to link specific dates and events to the share price trajectory.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Complication1 hit
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The slide uses a line chart with callout boxes to correlate specific news events with stock price volatility.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Complication1 hit
09
Uses a timeline-annotated line chart to frame market volatility as a series of events to be addressed.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Complication1 hit
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This slide is part of a series exposing the Valeant-Philidor relationship.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Evidence1 hit
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The table serves as a precedent for regulatory risk and financial impact in the pharmaceutical industry.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Preempt Rebuttal1 hit
21
The slide uses a 'villain' framing by contrasting the high penalties of established peers against the absence of the target company (Valeant).Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Preempt Rebuttal1 hit
30
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
30
The slide uses a 10% discount rate for PV calculations and assumes a constant 16x NTM P/E multiple.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
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Includes disclaimer regarding valuation assumptions and data sources.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
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Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
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The slide uses specific financial metrics (EBITA, Gross Margin, Forward EPS) to establish a peer benchmark for Valeant's portfolio durability.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
38
The table includes a calculated average row at the bottom.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
40
The slide justifies using non-healthcare benchmarks for valuation by highlighting similar margin and growth profiles.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
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The slide uses a bar chart to establish a valuation benchmark for non-healthcare sectors.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
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The chart uses a box-plot style to show ranges for different comparable categories.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
43
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
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The slide uses a bridge framework to reconcile 2015 revenue to 2020 estimates for cliff products.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
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The slide provides specific financial modeling parameters for Valeant and Salix, excluding future acquisitions.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
46
The slide details specific financial ratios (90% conversion, 4x leverage target, 5.75% cost of debt) and compares them to current/transaction-specific metrics.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit