slides · global inventory
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Matching slides 118,471
Current window 83,671-83,700
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83,671-83,700 of 118,471
09
The slide includes a footnote clarifying the relationship between core funds and co-investment vehicles.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
21
The chart uses a visual bridge to show the gap between the 2018 target and the activist's 'optimized' projection.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Solution & ApproachLoop · Pattern Hunter1 hit
30
The slide outlines specific levers for cost reduction and provides early evidence of success in Q4 2015.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
35
The slide uses a mix of checkmarks for positive performance and an 'x' for the negative FX impact.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
47
The slide uses a line chart to correlate specific corporate announcements with stock price volatility.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
66
The slide uses a dual-axis combo chart (bar + line) to illustrate the correlation between member counts and YoY growth rates.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
82
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
05
This slide appears to be from an activist presentation (likely Pershing Square's Herbalife deck) used to establish the company's expansion history.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
06
The slide uses a CEO quote to frame the company's strategy in China as recruitment-heavy, likely to support an argument about pyramid scheme characteristics.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
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The slide uses a yellow background callout box to emphasize the legal constraints.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Analogy1 hit
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This slide outlines the investigative process, including third-party research and document review.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Analogy1 hit
16
The slide uses a yellow callout box to emphasize the lack of consumer value in the Preferred Customer program.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
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The slide highlights the structural incentive for recruiting inherent in the compensation model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
27
The slide uses a direct quote to expose the mechanics of a multi-level marketing structure, specifically highlighting the distributor's own awareness of the 'pyramid' perception.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
39
Uses a simple causal flow diagram to show the violation of a specific legal article.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
43
The slide uses a table to perform a pro forma adjustment on contribution margins, highlighting the discrepancy between reported and adjusted figures.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
44
The slide uses a screenshot of a spreadsheet to provide primary source evidence of internal financial assumptions.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
48
The slide uses a stacked bar chart to visualize the components of distributor payout, contrasting retail profit with various bonuses.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
51
The slide uses a yellow callout box to highlight the core argument against the company's business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
52
The slide uses 'villain critique' style evidence (hand-drawn diagrams) to expose a contradiction between official policy and actual practice.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
53
The slide uses a green callout box to present data extracted from 10K filings, contrasting the company's public reporting with the context of mass-rally promotion.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
58
The slide highlights regulatory constraints on direct selling business models in China.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
59
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
60
The slide provides a direct legal citation to establish the regulatory framework for pyramid schemes in China.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
01
Pershing Square Capital Management, L.P. logo and name present.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Setup1 hit
04
This slide serves as a company profile/introductory slide for an activist investor deck.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Setup1 hit
10
The slide uses a simple list format to explain the value proposition of specialty pharmacies followed by a logo grid of industry participants.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Evidence1 hit
47
The slide details the logic for M&A spending caps and the subsequent use of excess debt capacity for share repurchases.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
01
This is a formal letter formatted as a slide.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Hook1 hit