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Matching slides 60,557
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27,271-27,300 of 60,557
04
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
10
The slide highlights Herbalife's relative youth (1980) compared to its peers, likely to frame it as a high-growth or disruptive entity.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
11
Uses a rhetorical question to cast doubt on the legitimacy of the company's business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
13
Uses a comparison table with checkmarks and X marks to highlight a competitive gap.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
14
The chart uses a visual contrast between solid blue bars (powder) and dashed boxes (ready-to-drink) to emphasize the product mix difference.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
21
The slide uses a visual grid to demonstrate product substitutability, undermining the 'unique' value proposition often claimed by multi-level marketing firms.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
71
This slide is likely from an activist presentation critiquing Herbalife's multi-level marketing structure by highlighting the flow of money.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
72
The slide uses a matrix structure to contrast two distributor categories across three dimensions: Retail Profit, Recruiting Profit, and Minimum Volume Requirement.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
73
Uses a pyramid diagram to illustrate the hierarchy of distributor levels against their respective median annual compensation.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
81
The slide illustrates the tiered compensation model of Herbalife, highlighting that higher-tier distributors (Sales Leaders) have access to additional bonus streams.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
82
The slide uses a vertical grouping structure to categorize the six income streams.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
83
The slide uses a hub-and-spoke style diagram to visualize the fragmentation of revenue into various named bonuses, likely to critique the complexity or multi-level marketing nature of the compensation plan.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
85
The slide highlights the distinction between retail profit and recruiting-based rewards, likely to support an argument about the business model's focus.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
89
The slide uses a visual bridge to connect the payout components to the P&L line item.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
90
The slide uses a visual bridge between a stacked bar chart and a P&L table to highlight accounting discrepancies.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
91
Includes a direct excerpt from a 2011 10-K filing and a reconciliation table.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
92
The slide uses a hypothetical adjustment to expose the accounting treatment of retail sales.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
122
The slide uses a comparison frame to expose the contradiction between Herbalife's claims and the reality of their distributor churn.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
126
The slide uses a red dashed box to highlight the specific clause that allows internal sales to count as retail customers.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
132
Uses a side-by-side comparison to highlight a discrepancy in revenue recognition.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
134
The slide uses a visual bridge (dashed arrow) to connect the 'Royalty Overrides' in the P&L table to the 'Royalty Overrides' component in the distributor payout stack.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
139
The slide uses a bottom-up estimation approach to fill a disclosure gap in SEC filings.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
13
The slide uses a color-coded legend to categorize the success of specific product initiatives.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
16
The slide highlights JCP's 'Last' rank across all metrics compared to Macy's, Kohl's, TJ Maxx, and Nordstrom.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
51
Uses a historical precedent to frame the current investment thesis.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
56
The slide uses a bottom-up P&L build to justify a future earnings target.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
57
EPS dilution assumes $50/share; excludes real estate, other, qualified pension expense, $230mm interest expense, and 37% tax rate.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
62
Uses a comparison frame to anchor JCP's potential performance against industry benchmarks.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
63
The slide uses a visual split to contrast industry peers with JCPenney's 'Old' vs 'New' branding and cost structure.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
64
The table models financial performance (EBIT, EPS, Share Price) across three scenarios of sales per square foot ($250, $300, $350).J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit