slides · global inventory
Fraud Exposure
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,793
Current window 6,421-6,450
Pages 227
Rows per page 30
Framework
6,421-6,450 of 6,793
34
The slide uses a table to quantify the CEO's external commitments to argue against his focus.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
12
The slide uses a yellow background to highlight the core accusation of regulatory non-compliance and accounting misrepresentation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
The slide uses a yellow callout box to emphasize the lack of financial benefit for the 'Preferred Customer' tier.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
17
The slide uses a yellow callout for the lead-in and a green box for the core requirements, followed by a critical source note that frames the business model as a pyramid scheme.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
20
The slide uses a yellow-green color scheme to highlight the recruitment-based nature of the business model.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
22
The slide uses a comparison between distributor inventory requirements and national GDP per capita to imply predatory or unrealistic business practices.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
23
The slide uses a green callout box to highlight the specific components of the compensation structure.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
The slide uses a process-like list to expose the mechanics of a potentially fraudulent accounting practice.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
The slide uses a green callout box to frame the mechanism and the subsequent critique of the mechanism.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
The slide uses direct quotes to expose the business model as recruitment-focused rather than retail-focused.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
28
The slide uses direct quotes to contradict the official framing of the income source.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
37
Uses a simple flow diagram to link a company practice to legal violations.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
38
Uses a simple causal flow diagram to link company practice to legal violation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
40
Uses a causal arrow to link business practices to legal definitions.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
42
The slide uses a table from the 2013 10K to demonstrate that China's contribution margin is artificially inflated compared to other segments.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
43
The slide uses a red arrow and a dashed red box to highlight the discrepancy between reported and pro forma margins.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
45
The slide uses a red arrow to visually link the internal spreadsheet row to the public 10-K text, highlighting the discrepancy/confirmation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
46
The slide uses a red box to highlight the 'China Royalties' row and the specific value 79,082 in the 2010 column.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
47
The slide uses a red box to highlight the specific rows (54-58) containing the percentage multipliers used for the calculation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
48
The slide uses a red arrow to draw attention to a footnote that excludes China from the data, suggesting a potential inconsistency in reporting.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
40
The slide uses a 'Target Case' P&L table to demonstrate structural unprofitability.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
42
Uses a screenshot of AOL.com to demonstrate that a generic online retailer (VON VONNI) advertises on the platform, suggesting Patch's ad revenue is not necessarily tied to local Patch-specific demand.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
46
Includes a specific callout to the $300M loss figure and a table comparing Display vs Display+Search performance.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
52
The slide uses a red box to highlight the negative EBITDA and margins of the Display segments.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
59
The slide uses a scatter plot with a broken axis to show the outlier status of the peer group compared to the guidelines.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
60
The slide uses red boxes to highlight 'NO' entries, visually emphasizing the failure to meet guidelines.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
61
The slide uses red circles to highlight the 'Multiple of AOL' for market cap, emphasizing the extreme disparity.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
82
The slide uses a red box to highlight the poor performance of 'Display - Free Premium Content' and 'Display - Patch'.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
86
Includes screenshots of ISS and Glass Lewis reports as evidence of negative ratings and recommendations.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
87
Includes specific quotes from ISS and Glass Lewis reports from 2009 and 2010.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit