Matching slides 60,568
Current window 27,301-27,330
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all

Component

27,301-27,330 of 60,568

filter-aware
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
143
The slide uses a waterfall-style diagram to break down revenue and expenses, with a specific callout to potential savings.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
146
Uses a 54% distributor-facing expense ratio and a 50% recruiting reward ratio to arrive at $291mm.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
147
Uses a 'Reality vs Representation' framework to expose the discrepancy in distributor earnings.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
148
Uses a before-after framing to expose the discrepancy between company claims and actual financial outcomes.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
162
The slide highlights the 'pay-to-play' nature of the compensation structure.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
166
The slide highlights the tiered structure of volume requirements to unlock higher royalty point percentages.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
170
The slide uses a specific calculation (A*B=C) to compare royalty value against a fixed cost of $1,400 to prove the 'Pay-for-your-Paycheck' thesis.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
171
Uses a specific case study (Anthony Powell) to illustrate a systemic issue in multi-level marketing compensation structures.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
177
The slide uses a matrix-like structure to categorize three types of fraudulent schemes against two core pillars.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
179
The slide uses red circles to highlight the 'Active Leaders' subset and the 39.4% figure, emphasizing the limited scope of the data.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
180
The slide uses a table to highlight a discrepancy in reporting, specifically focusing on the exclusion of inactive and non-sales leaders from the primary earnings disclosure.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
182
The slide uses a red oval to highlight the misleading column header 'Average Earnings (USD)'.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
183
The slide uses a table to show compensation levels and includes a footnote/disclaimer that explicitly states the figures are gross, not net.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
184
The slide uses a specific anecdotal example to highlight a systemic issue of undisclosed costs in the Herbalife business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
189
Uses a table to demonstrate the calculation of the 17% ratio using 2009-2010 data.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
192
The slide uses a table to demonstrate that 0% of Irish distributors reached the Millionaire or President's Team levels after 10 years of operation.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
194
The slide uses a calculation of new members vs new distributors to debunk marketing claims about success rates.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
195
Uses a visual metaphor of distance to illustrate the difficulty of reaching the top of the pyramid.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
196
The slide uses a red dashed box to highlight the top tiers of the compensation table, emphasizing the scarcity of high earners.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
219
Includes a direct excerpt from Section 255.2 of the FTC guidelines.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
246
The slide uses a comparison frame to highlight structural differences in compensation plans between Herbalife and Avon.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
247
Uses a hypothetical 2x2 downline model to demonstrate payout differences.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
261
The slide highlights the arbitrary nature of regional reporting, specifically pointing out the odd grouping of South America with Southeast Asia in 2006.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit