Matching slides 110,471
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73,741-73,770 of 110,471

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The slide acts as a critical review of management's claims versus independent observations.Bank of America | Investment Banking Pitch Book | 8 slides · Bank of America Merrill Lynch
Consulting deck Investment bank 1 hit
05
Includes specific tax, debt, and asset valuation assumptions.Barclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank Beat · Evidence & Proof1 hit
06
The slide outlines specific debt, dividend, capex, and warrant conversion assumptions.Barclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank Beat · Evidence & Proof1 hit
08
Contains two distinct sets of financial projections side-by-side for different entities/scenarios.Barclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
15
The slide highlights KMI's competitive positioning in terms of yield and growth.Barclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
108
This slide is a classic example of an activist investor preempting a company's accounting adjustments by framing them as non-recurring.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
06
Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
07
Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
18
The slide uses a list of constraints to demonstrate that the 'right' to written consent is functionally blocked by the board.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
21
The slide uses a direct quote from Allergan's Schedule 14A filing to expose the contradiction in their argument.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
26
The slide uses a legal citation to validate the activist's proposed strategy.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Propose Solution1 hit
34
The slide uses a 'We believe' framing to preemptively address market skepticism regarding the deal's value.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
35
Uses a simple arithmetic bridge to show how the $223 total offer value is derived.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
56
Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Cost Of Inaction1 hit
59
The slide uses a news excerpt to illustrate a specific legal vulnerability.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Cost Of Inaction1 hit
03
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor 1 hit
08
The slide uses a bulleted list to frame the problem as a failure of governance and operational efficiency.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Problem Statement1 hit
09
Includes a stacked bar chart comparing Value of Property Sold vs Revenue Mix, and a pie chart of sales by category.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
10
The slide uses a Bloomberg terminal screenshot as primary evidence to challenge management's narrative.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
The slide uses a contrast-principle to highlight the underperformance of the art market relative to broader luxury goods.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Uses a dual-axis chart and a stacked bar chart to highlight the discrepancy between total sales and core art performance.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
17
The slide uses red dashed boxes to highlight specific directors to be replaced by the shareholder slate.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
The slide uses a dual-axis chart to show the divergence between rising/flat compensation and falling EPS.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The slide uses a bar chart to visually demonstrate the disparity between total spend and the small amount of savings identified.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
The slide uses a structured list format to present strategic recommendations, including critical questions for management.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Propose Solution1 hit
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Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
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Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor 1 hit
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Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor 1 hit