slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 12,031-12,060
Pages 3,225
Rows per page 30
Component
12,031-12,060 of 96,741
09
The slide uses a red callout box to emphasize the core thesis and red 'X' icons to list specific industry pain points.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
19
This slide outlines the core pillars of the activist investor's thesis for Valeant Pharmaceuticals.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
29
The slide uses a dot-matrix to visualize market presence by product type and region.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
38
The slide uses a waterfall-style comparison to illustrate margin efficiency.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
42
The slide contains two green callout boxes containing quotes, followed by the attribution.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
46
The slide uses a waterfall-style visual to contrast cost components.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
48
The slide uses a simple numerical example to illustrate the 'valuation trap' of consolidated growth metrics.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
50
Uses a conceptual line chart to explain the 'patent cliff' impact on reported growth.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
55
The slide uses a table to show the vesting schedule of performance share units (PSUs) based on annualized Total Shareholder Return (TSR).Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
63
The slide uses a table to contrast GAAP accounting practices with the author's economic view of the company's performance.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
74
Uses red 'X' icons to emphasize the lack of comparability across four industry segments.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
77
The slide uses a comparison framework to justify valuation multiples by drawing parallels to a high-performing consumer sector.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
79
The chart uses a floating bar format to show ranges for three different comparable categories.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
82
The table uses a weighted average approach based on earnings contribution to derive the base business multiple.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
84
Features logos of Danaher, Liberty Media, ABInBev, and Jarden Corporation as examples of platform businesses.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
94
The slide lists 36 companies in the table, but the header text mentions 58 companies. The data is sourced from Capital IQ as of 4/21/2014.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
95
The table shows ranks 37-58, implying this is part of a larger list. Data source is Capital IQ.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
08
The chart uses a bar-vertical format to visualize ordinal ranking data.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
11
The slide uses a collection of product logos/images to visually represent the company's history of innovation.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
13
The slide uses a 'problem-solution' framing where the problem is diagnosed as a set of fixable operational inefficiencies.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
14
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal2 hits
17
The slide uses a weighted average calculation to justify a 5% growth target.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal2 hits
21
The slide uses a table to justify a higher-than-reported gross margin estimate based on segment-level analysis.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof2 hits
22
The slide highlights that P&G's target is below the industry average of 4%.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof2 hits
25
The slide highlights a potential efficiency gap while noting that the analysis ignores P&G's scale advantage.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof2 hits
28
The slide highlights the discrepancy between revenue scale and EBIT margin parity.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
33
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
37
The slide uses a bar chart to compare P&G against a peer group consisting of Church & Dwight, Clorox, Colgate, Kimberly-Clark, L'Oréal, and Unilever.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Before After2 hits
42
Slide 41 of a presentation. Includes footnote regarding fiscal year end and dividend assumptions.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
43
The slide uses a combination of a quantitative valuation summary and a qualitative list of value drivers to justify a 'buy' or 'hold' thesis.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps2 hits