Matching slides 96,741
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81,301-81,330 of 96,741

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08
The table highlights a specific subset of 2014 forecasts with a dashed box and a callout note.Bank of America | Investment Banking Pitch Book | 8 slides · Bank of America Merrill Lynch
Consulting deck Investment bank 1 hit
110
The slide uses a 10% discount rate to derive the final valuation multiples.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
12
The slide is heavily redacted, showing only the header and a single recommendation line.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
14
The slide uses a red callout box for the thesis and a dashed red box to highlight the most restrictive condition.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
15
The slide uses a timeline diagram to visualize the 'blackout' periods created by board-imposed delays and AGM-related restrictions.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
16
The slide uses a red callout box to frame the company's actions as intentional obstructionism.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 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
19
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
20
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
24
The slide uses red text to highlight negative governance metrics and specific failures.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
31
The slide uses a red dashed box to highlight the May 30th offer, likely to emphasize the peak of the bidding war or a specific turning point.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 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
40
The slide uses a red dashed box to highlight the 'Allergan Proxy Peers' row, emphasizing the comparison point.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
41
The slide uses a median benchmark to calculate premiums against two different offer price points ($172.50 and $223).Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
43
Uses a comparison frame to highlight the superior value of the Valeant proposal.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
49
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
50
The slide uses a bar chart integrated into a table to visualize price targets.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
57
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
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
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
23
The slide uses a two-category structure to organize strategic recommendations.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Propose Solution1 hit
25
The slide uses a 'Pro forma earnings power' table to highlight the gap between actual performance and potential performance.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Propose Solution1 hit
26
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 Beat · Closing Ask1 hit
28
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor 1 hit
29
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor 1 hit
30
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor 1 hit