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
6,451-6,480 of 6,793
25
The slide uses screenshots of news articles from Business Insider, Bloomberg, Reuters, MarketWatch, and NPR to establish a pattern of systemic financial issues.Overstock | Results Presentation Deck | 34 slides · Overstock
Conference presentation Investor relations Beat · SolutionLoop · Golden Circle1 hit
48
Uses a hypothetical mathematical example to illustrate the 'conglomerate discount' or misvaluation trap.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
60
The slide uses a visual bracket to emphasize the $4.5bn cumulative difference between the two metrics over the three-year period.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
61
The slide highlights the specific add-backs used by Valeant, which are often criticized in activist contexts for inflating earnings.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
63
The slide uses a bracket and arrow to annotate specific line items, framing them as accounting artifacts rather than operational costs.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
16
The slide uses a red callout box to frame the company's actions as intentional obstructionism.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
18
The slide uses a list of constraints to demonstrate that the 'right' to written consent is functionally blocked by the board.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
19
Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
61
The slide uses a categorization framework to expose the company's reliance on price hikes rather than volume growth.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Cost Of Inaction1 hit
72
The slide uses a 'villain' framing to attack the company's capital allocation and strategic foresight.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
86
Uses a chronological narrative to expose poor capital allocation.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
89
The slide uses a red callout box to emphasize the failure of the acquisitions.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
100
The slide uses a combination of stacked bars for volume and a line chart for weighted average sale price to demonstrate insider selling behavior.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
101
The chart uses a broken axis for the GILD bar and highlights the AGN bar with red to indicate high insider selling.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
13
The slide highlights the contradiction between Valeant's accounting consolidation of Philidor and their public claims of non-control.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Monster1 hit
16
The slide uses a block quote from a legal complaint to undermine the credibility of the opposing party.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Monster1 hit
17
The slide uses a primary source document (email) to perform a 'gotcha' moment against the opposing party.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Monster1 hit
22
Uses a quote from a U.S. Attorney to establish credibility for the allegations.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Struggle1 hit
26
This slide is designed to preemptively defend Pershing Square against accusations of complicity or prior knowledge regarding the Valeant-Philidor relationship.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Struggle1 hit
27
The slide uses a structured list format to contrast management's responses with the underlying unresolved issues.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Struggle1 hit
50
The slide highlights a discrepancy between public/stated claims and internal operational reality.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
51
The slide uses a yellow background callout box to emphasize the core argument.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
52
Contains three hand-drawn organizational charts illustrating deep multi-level marketing structures.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
54
The slide uses a yellow background to highlight the core accusation of regulatory non-compliance and accounting obfuscation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
55
This is a classic activist short-seller slide designed to frame a company's business model as illegal and its financial disclosures as fraudulent.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
09
The chart highlights the close tracking of the two stocks since Alibaba's IPO.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
07
Uses a structured table-like layout to contrast 'False statements', 'Disingenuous criticism', and 'Misleading quotations' with factual evidence.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Uses a dual-axis chart and a stacked bar chart to highlight the discrepancy between total sales and core art performance.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
Includes a specific calculation example for a $4.2M hammer price to illustrate the potential margin.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The slide uses a bar chart to visually demonstrate the disparity between total spend and the small amount of savings identified.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit