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slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 78,421-78,450
Pages 3,225
Rows per page 30
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18 30 60

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78,421-78,450 of 96,741

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66
This slide provides factual evidence regarding the accumulation of an economic stake and the subsequent market reaction.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
67
This slide is likely part of a legal or regulatory filing (SEC) documenting market activity.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
68
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
69
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
78
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
80
The slide details three specific conservative assumptions regarding life-cycle management, post-patent revenue, and cost variability.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
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
86
The slide uses 'The Outsiders' book principles as a framework for evaluating Jarden's management success.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
87
This slide serves as a historical context piece for an activist investor's thesis regarding a specific executive's track record.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
89
Uses a binary choice structure to frame the valuation argument.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
90
The slide uses a custom qualitative scoring framework represented by pie charts.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
91
The slide highlights specific financial and strategic pitfalls such as overpaying for acquisitions and focusing on GAAP earnings over economic earnings.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
96
Uses a visual dot-fill system to represent high vs low value indicators.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
106
The slide justifies non-GAAP adjustments by arguing that GAAP accounting conventions for acquisitions do not reflect the underlying economic reality of the business.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
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
01
Slide 1
This is a formal letter document, not a standard presentation slide.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Situation & Context1 hit
03
This is a page from a shareholder letter/report, likely from an activist investor or analyst, critiquing management's performance and communication.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Problem & Complication1 hit
04
This is a page from a shareholder letter/report, likely from an activist investor or short-seller.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Problem & Complication1 hit
05
This is a page from a formal letter/report by Pamela Jones Harbour.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Problem & Complication1 hit
06
This is a page from a formal letter/report by Pamela Jones Harbour. It uses strong, accusatory language to frame the business model as a pyramid scheme.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Problem & Complication1 hit