slides · global inventory
Fraud Exposure
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,793
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Framework
6,031-6,060 of 6,793
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The chart highlights a performance gap that persisted even after the appointment of a new CEO in 2006.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
53
The slide uses a list format to systematically undermine the credibility of the current management's strategic plan.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
79
The slide uses red circles and a callout box to emphasize the increase in the management cost ratio.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The VictoryLoop · Quick Win Big Bet1 hit
48
The slide uses visual arrows to show the mapping of 'Total Portfolio' metrics from the 2009 reporting structure to the 2010 reporting structure, demonstrating the accounting change.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
49
The slide highlights accounting/reporting practices that potentially mislead investors regarding portfolio performance.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
15
This is a classic 'villain critique' slide used in activist short-selling presentations to cast doubt on reported revenue figures.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
27
The use of red 'X' marks next to the first two questions suggests a negative answer, implying the third question also leads to a negative conclusion.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
30
This slide is used to undermine the company's credibility regarding product development.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
32
Uses a direct quote from a corporate document to undermine a claim of significant R&D investment.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
41
The slide uses a screenshot of a marketing document to expose a potential contradiction or misleading claim regarding institutional endorsement.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
44
The slide uses a highlight to draw attention to the specific admission of the discrepancy.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
48
The slide uses a brown callout box to emphasize the financial payment to a scientific advisor.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
84
The slide uses a direct, confrontational query to highlight potential inefficiency or pyramid-like structure in the business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
86
The slide juxtaposes Herbalife's own marketing claims (left) with a critical framing of their '73% Payout Ratio' (right).Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
88
The slide uses a visual mapping of financial flows to argue that the company's narrative is misleading.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
94
Uses a stacked bar chart to visualize the payout structure and bulleted lists to deconstruct the company's claims.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
110
The slide uses a contrast-based argument to undermine the company's stated retail profit claims.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
111
The slide uses a stacked bar visual to decompose the 73% payout into specific components, contrasting them with the $1.8 billion retail profit figure.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
117
Uses FTC source material to undermine the subject company's business model defense.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
118
Uses a visual flow to show how retail customer spending is distributed across various levels, contradicting the 'single-level' classification.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
125
The slide uses a callout box for the final point to emphasize the core contradiction regarding the 70% volume rule.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
06
The slide uses a 'villain critique' style to frame Herbalife's lack of data collection as evidence of a pyramid scheme.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Expose Contradiction1 hit
08
This is a research note from Pershing Square Capital Management regarding Herbalife. It uses legal precedents and specific examples to build a case for deceptive business practices.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Preempt Rebuttal1 hit
11
The slide uses legal precedent (In re Koscot Interplanetary, Inc.) to define market saturation as a key indicator of a pyramid scheme.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Evidence1 hit
12
The slide uses a comparison to Tupperware to highlight the extreme concentration of wealth in Herbalife's model.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Evidence1 hit