Matching slides 110,471
Current window 73,711-73,740
Pages 3,683
Rows per page 30
Component: Listclear collectionreset all

Component

73,711-73,740 of 110,471

filter-aware
03
Bank of America | Investment Banking Pitch Book | 38 slidesBank of America | Investment Banking Pitch Book | 38 slides · Bank of America Merrill Lynch
Consulting deck Investment bank Beat · Situation & Context1 hit
25
Bank of America | Investment Banking Pitch Book | 38 slidesBank of America | Investment Banking Pitch Book | 38 slides · Bank of America Merrill Lynch
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
07
Slide 7 of the deck.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
08
This slide establishes the 'why' behind the activist's target selection by defining their investment philosophy.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
09
The slide uses a red callout box to emphasize the negative thesis regarding the industry's lack of durability and predictability.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
10
Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
12
The slide serves as a reference to a specific business book to build credibility for the activist's proposed strategy.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Pattern Hunter1 hit
13
The slide uses the 'Outsiders' framework by William Thorndike to establish a benchmark for capital allocation and management philosophy.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Pattern Hunter1 hit
15
The slide highlights a list of CEOs, with Mike Pearson (Valeant) highlighted in a red dashed box, suggesting a specific focus or critique.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Pattern Hunter1 hit
16
Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Pattern Hunter1 hit
20
The slide emphasizes connections to Bill Ackman and Mike Pearson.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Pattern Hunter1 hit
28
Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
30
Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
36
Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
37
Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
40
Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
43
Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
45
The slide uses a simple bulleted list to convey management philosophy.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
48
Uses a hypothetical mathematical example to illustrate the 'conglomerate discount' or misvaluation trap.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
50
The slide uses a conceptual growth curve to argue that Valeant's underlying business is stronger than reported figures suggest due to temporary generic competition.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
55
The slide uses a table to illustrate the vesting schedule of Performance Share Units (PSUs) based on annualized TSR.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
61
The slide highlights the specific add-backs used by Valeant, which are often criticized in activist contexts for inflating earnings.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
69
Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
81
Slide 81, includes specific assumptions regarding Restasis competition.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
87
Slide 87 of an activist investor deck.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
91
The slide uses a list to enumerate specific failure modes of 'bad' platforms.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
94
The table is truncated at 36 entries despite the slide claiming 58 companies. Note indicates data source as Capital IQ as of 4/21/2014.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
40
Uses a causal arrow to link business practices to legal definitions.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
51
The slide uses a yellow background callout box to emphasize the core argument.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
54
The slide uses a yellow background to highlight the core accusation of regulatory non-compliance and accounting obfuscation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit