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6,481-6,510 of 6,793

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17
Uses a combination of a bar/line chart for historical capex and a single-bar comparison for total exploration spend vs. current valuation.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
21
The slide uses a 'Comparable Portfolio' methodology to debunk the diversification thesis.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
31
The slide uses a comparative bar chart to imply aggressive tax planning by BHP relative to a peer.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
05
The slide uses a 'check-mark' visual to imply that previous assertions have been proven correct.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
06
Pershing Square | Activist Presentation Deck | 48 slidesPershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
07
The slide uses a callout box to emphasize the 'pyramid scheme' conclusion.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
08
The slide uses a callout box to state the activist's thesis that the settlement will cause the business model to collapse.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
The slide uses legal complaint excerpts to frame the company's business model as deceptive.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
The slide uses direct quotes from an FTC complaint to frame the business model as artificial.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
The slide relies on legal complaint excerpts to frame the business opportunity as non-viable.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
17
The slide uses direct quotes from a legal complaint (FTC v. Herbalife) to build its case.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
18
The slide uses direct quotes from an FTC complaint to frame the company's business model as deceptive.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
19
The slide uses a series of quotes from an FTC complaint to build a case against the company's business practices.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
The slide relies on legal precedent/complaint language to frame the business model as deceptive.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
23
This slide uses a direct, confrontational rhetorical style to reframe a legal settlement.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
32
Uses screenshots of social media posts as primary evidence.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
33
Uses screenshots of Instagram/Facebook posts to demonstrate non-compliance.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
34
Uses screenshots of Instagram posts to demonstrate non-compliance.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
36
Includes a direct excerpt from a legal order.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Preempt Rebuttal1 hit
38
This is a single-statement slide used to frame the company's behavior as deceptive.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
39
The slide uses a screenshot of a Facebook post as evidence of the company's 'spin' strategy.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
40
The slide uses screenshots of a Facebook post with highlighted text to expose the company's internal narrative regarding the FTC settlement.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
14
The slide uses a structural diagram to contrast the high-value real estate/franchise business with the lower-margin restaurant operator business.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
37
The slide uses a 'logo cloud' to overwhelm the viewer with the scale of M&A activity, contrasting it with the 'zero value' claim.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
42
The slide uses a critical tone, specifically mocking the acquisitions (e.g., 'standing in a tree', 'knock-off').SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
47
The slide uses a list of quotes/anecdotes to undermine management's claims about the product's success.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
58
The slide uses a visual chain of circles to represent individual cost centers, contrasting them with the company's core business performance.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
62
The slide uses a red oval annotation to highlight the specific years (2013-2014) where buybacks are considered 'under-water'.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
42
The slide uses red bars to indicate market share loss and blue bars for gain. Categories with asterisks are explicitly called out as the largest categories losing share.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
87
Uses a Jim Cramer quote to reinforce the argument that the board's opposition is irrational and costly.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit