slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 83,701-83,730
Pages 3,950
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83,701-83,730 of 118,471
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Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · Setup1 hit
09
Includes a footnote regarding HKD call options treatment.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor 1 hit
10
Includes a detailed disclaimer regarding the calculation of AUM and the inclusion of Air Products investments.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor 1 hit
17
Includes a list of portfolio company logos at the bottom.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
41
This is a simple, high-impact valuation thesis slide often used in activist presentations to argue for undervaluation.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
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Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor 1 hit
65
The slide uses a mix of checkmarks for positive performance and an 'x' for negative FX impact.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
90
The slide uses a combination of bar charts for absolute values and line charts for YoY growth to illustrate the business decline.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor 1 hit
104
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · Conclusion1 hit
07
The slide uses a callout box to emphasize the 'pyramid scheme' conclusion.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
10
Uses callouts to highlight specific quotes from the CEO that the author intends to contradict.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
23
This slide is part of a presentation likely by Bill Ackman/Pershing Square regarding their short position on Herbalife.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor 1 hit
28
The slide uses a contrast-pairs approach to expose the company's shifting narrative regarding data collection requirements.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
31
The slide uses a 'Before/After' structure to illustrate the impact of legal compliance on marketing language.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
32
The slide uses screenshots of social media posts to provide evidence of non-compliance.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
33
The slide uses screenshots of Instagram/Facebook posts to illustrate the contradiction between company policy and distributor behavior.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
34
The slide uses screenshots of Instagram posts to argue that the distributor is flaunting wealth, which is presented as a violation of the FTC agreement.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
35
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
36
The slide uses a legal excerpt to frame a rhetorical question about distributor retention.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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This slide serves as a direct accusation of deceptive practices.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a screenshot of a Facebook post as evidence of the 'spin' being promoted by distributors.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
41
Uses a 'point-counterpoint' structure to highlight contradictions between corporate spin and legal reality.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
43
The slide uses a bearish scenario analysis to counter the '22% of sales' argument by showing the disproportionate impact on earnings.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
09
The slide includes a footnote clarifying the relationship between specific funds and the PSV co-investment vehicle.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
21
The chart uses a waterfall-like progression to show margin expansion potential.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
30
The slide outlines specific levers for cost reduction and provides early evidence of success in Q4 2015.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
35
The slide uses a mix of checkmarks for positive performance and an 'x' for the negative FX impact.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
47
The slide uses a line chart with callout boxes to correlate specific news events with stock price volatility.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
48
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
82
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit