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16,531-16,560 of 18,554

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This slide is part of an activist investor presentation (Pershing Square) arguing for a short position.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
67
The slide explicitly calls out a statement by President Des Walsh as 'false'.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
56
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
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The slide uses direct quotes from the FTC complaint to validate the activist's thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
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Uses a combination of direct CEO quotes and financial disclosure data to build a case for the 'pyramid scheme' thesis.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
05
The slide uses checkmarks to reinforce the validity of previous claims, likely as a setup to contrast with current findings or to establish credibility.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
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This slide is from a presentation by Pershing Square Capital Management (PSCM) regarding their short position in Herbalife.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
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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
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The slide uses a callout box to emphasize a specific sentence from the press release.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide functions as a legal argument slide, using quotes from an FTC complaint to dismantle the 'retail-based' defense.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
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Uses legal citations to support the thesis that the business model is driven by internal qualification rather than external retail sales.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
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The slide uses direct quotes from an FTC complaint to build a case against the company's business model.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
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The slide uses direct quotes from a legal complaint (FTC v. Herbalife) to build its argument.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide uses direct quotes from an FTC legal complaint to build a case against the company's business practices.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide uses a series of quotes from a legal complaint (FTC v. Herbalife) to build a case against the company's business practices.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide uses direct quotes from an FTC legal complaint to establish a precedent of deceptive business practices.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide uses a comparison frame to establish a legal precedent by equating the Herbalife case to the Vemma case.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor 1 hit
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This slide appears to be from a legal or regulatory presentation regarding the FTC vs. Herbalife case.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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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
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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
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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
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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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
42
The slide uses a 'claim-response' structure to systematically dismantle arguments made by the company.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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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
63
Uses a combination of direct quotes, financial data, and regulatory/political pressure to build the case.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
64
This is an activist short-seller slide (Pershing Square) framing regulatory risk as a catalyst for the company's collapse.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
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Uses footnotes to provide context for financial claims.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
67
The slide uses a 'pyramid' metaphor to describe the business model and explicitly labels a company statement as 'false'.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit