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Matching slides 96,741
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81,271-81,300 of 96,741
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Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 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
56
The slide uses the 3G Capital model as a precedent to justify Valeant's strategy.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
60
The slide uses a visual bracket to emphasize the $4.5bn cumulative difference between the two metrics over the three-year period.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
62
The slide highlights the aggressive nature of non-GAAP adjustments, particularly the massive add-backs for amortization and acquisition costs.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
63
The slide uses a bracket and arrow to annotate specific line items, framing them as accounting artifacts rather than operational costs.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
65
The chart uses a dual-axis combination of a line chart for price and a stacked bar chart for volume, with a specific callout box for the unaffected price.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
67
This slide is likely part of an activist campaign to highlight aggressive market behavior or potential market manipulation.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
72
Uses a bridge-style visual to connect the 'Durable' segment of the total portfolio to its sub-components.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 hit
74
Uses 'X' icons as bullet points to emphasize the lack of comparability.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 hit
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The slide uses specific company examples to establish a valuation benchmark based on portfolio durability.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 hit
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Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 hit
78
The slide uses a dashed line to visually connect the peer group multiples to the average.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 hit
80
The slide explicitly defines the conservative assumptions used to model the financial impact of patent expirations.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 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
82
The slide uses a weighted average approach based on earnings contribution to derive a base business multiple.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
84
The slide uses a logo-grid to establish credibility for the 'Platform Business' thesis.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
86
The slide uses quotes from 'The Outsiders' to validate the company's strategic pillars.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
88
The slide uses a timeline-annotated line chart to demonstrate value creation following specific M&A events.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
89
Uses a binary choice structure to frame the investment thesis.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
92
Pershing Square | Activist Presentation Deck | 110 slidesPershing 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
99
The slide uses a historical valuation chart to argue that the stock was historically undervalued.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
100
The slide uses a conditional 'If-then' logic structure to frame the company's growth thesis.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
103
The slide uses a 'margin of safety' framing to argue that the proposed transaction is undervalued or safe for the acquirer.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
106
The slide is part of an activist deck (likely Pershing Square's Valeant presentation) justifying non-GAAP accounting adjustments.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
107
The slide highlights a specific accounting practice (inventory step-up) and contrasts it with their treatment of stock-based compensation.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 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