Matching slides 60,568
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27,391-27,420 of 60,568

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Pershing Square Portfolio (multiple positions)Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Humble Origins1 hit
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The slide uses a split-table format to contrast positive and negative performance contributors.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Humble Origins1 hit
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The table highlights the dual-contribution strategy of the fund.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Humble Origins1 hit
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Includes a footnote clarifying the relationship between PSV funds and the core funds.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Humble Origins1 hit
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The slide uses a red box to highlight North America and Mexico as the primary drivers of the decline.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
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The slide uses a green table to contrast goals with outcomes, using checkmarks for success and an 'x' for the failure to trade at a premium.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
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The slide highlights that broker trading volume is 2.2x exchange traded volume.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
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The slide uses a table to demonstrate the increasing reliance on the Chinese market.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
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This slide is likely from an activist presentation (Pershing Square/Ackman) critiquing Herbalife's business model by highlighting how 'credits' are framed as 'salary'.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
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The slide uses a table to expose the predatory nature of a multi-level marketing structure by comparing high entry costs to national GDP.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
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The slide uses a table to show the rates and green callout boxes to frame the argument that the consulting pay structure is a sham.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
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The slide uses a table from the 2013 10K to demonstrate that China's contribution margin is artificially inflated compared to other regions.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a table to perform a pro forma adjustment on contribution margins, highlighting the discrepancy between reported and adjusted figures.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a screenshot of a spreadsheet to provide primary source evidence of internal financial assumptions.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a red box to highlight the matching figures between the internal document and the public 10-K filing.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a red box to highlight the 'China Royalties' row in the table.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses an internal document to expose the mechanical nature of their financial forecasting, specifically targeting the 'China Sales Employees' line item.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a red arrow to link a table of percentages to a visual breakdown of the 73% distributor payout.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses color-coded boxes to distinguish between entities involved in the timeline events.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Preempt Rebuttal1 hit
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Uses a qualitative scoring system represented by filled/partially filled circles.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Loop · Logic Chain1 hit
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The table uses a low/mid/high scenario approach to calculate value creation based on multiples of 2014 Pro-Forma Free Cash Flow.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Loop · Logic Chain1 hit
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The slide uses a structured table format to justify valuation inputs for an acquisition model.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
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The table models four scenarios based on annual M&A spend ($0bn, $5bn, $10bn, $20bn).Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
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The table uses a weighted average approach (70% * 20.0x + 30% * 8.0x = 16.4x).Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses a 10% discount rate for PV calculations and assumes a constant 16x NTM P/E multiple.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
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Includes disclaimer regarding valuation assumptions and data sources.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
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Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
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The table includes a calculated average row at the bottom.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
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Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
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The slide justifies using non-healthcare benchmarks for valuation by highlighting similar margin and growth profiles.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit