slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
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Component
81,241-81,270 of 96,741
01
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
22
Includes hand-drawn red circles highlighting specific data points (24.5%, 21.9%, 5.0x).Bank of America | Investment Banking Pitch Book | 38 slides · Bank of America Merrill Lynch
Consulting deck Investment bank 1 hit
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Includes specific footnotes regarding fiscal year adjustments and EBITDA calculations.Bank of America | Investment Banking Pitch Book | 38 slides · Bank of America Merrill Lynch
Consulting deck Investment bank 1 hit
33
Includes annotations on IRR sensitivity table and credit statistics.Bank of America | Investment Banking Pitch Book | 38 slides · Bank of America Merrill Lynch
Consulting deck Investment bank 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
11
The chart highlights the correlation between CEO leadership/acquisitions and stock performance.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
19
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
23
The chart uses a visual bridge to show how non-durable Rx revenue (15% of total) is separated from the durable base.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
25
Uses a contrast-based argument to frame Valeant as safer than traditional pharma.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
26
Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
31
The slide emphasizes the growth potential of the 'durable business' segment, which accounts for approximately 85% of total sales.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
33
Uses a process flow to describe the traditional model and bulleted metrics to support the 'broken' thesis.Pershing 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
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Slide 39 from an activist deck regarding Valeant Pharmaceuticals.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
49
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
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
51
The table highlights the impact of generic entry and FX adjustments on organic growth metrics.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
41
Pershing Square | Activist Presentation Deck | 63 slidesPershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
43
The slide uses a red arrow and a dashed red box to highlight the discrepancy between reported and pro forma margins.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide uses an internal document to validate specific financial assumptions, likely to challenge public claims.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
45
The slide uses a red arrow to visually link the internal spreadsheet row to the public 10-K text, highlighting the discrepancy/confirmation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
46
The slide uses a red box to highlight the 'China Royalties' row and the specific value 79,082 in the 2010 column.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
47
The slide uses a red box to highlight the specific rows (54-58) containing the percentage multipliers used for the calculation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
48
The slide uses a red arrow to draw attention to a footnote that excludes China from the data, suggesting a potential inconsistency in reporting.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
50
The slide highlights a discrepancy between public/stated claims and internal operational reality.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
53
The slide uses a green callout box to present company-reported data, followed by a source note that includes a critical quote from China People's Daily.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
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Pershing Square | Activist Presentation Deck | 63 slidesPershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
61
The slide provides a legal basis for identifying and penalizing pyramid selling activities in China.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Cite Precedent1 hit