slides · global inventory
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Global slide inventory for the active corpus filters, with each row opening the slide detail view.
Corpus coverage
319,975 slides
319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.
- Total slides
- 319,975
- Described
- 319,974
- Pending
- 1
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Showing 319,974 described slides — 100.0% of 319,975 rendered pages
+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
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Slide collection
134,761-134,820 of 319,975
01
This is a formal SEC filing cover page (Rule 425).Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
02
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
04
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
06
The slide contains a redundant, faint copy of the text at the bottom center, likely an artifact of the document generation process.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
07
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
08
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
09
The slide uses a red callout box to emphasize the core thesis and red 'X' icons to list specific industry pain points.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
10
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
11
The chart highlights the correlation between CEO tenure/acquisitions and stock performance.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Tale Two Worlds1 hit
12
The slide serves as a reference or authority citation for the management philosophy being advocated.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Tale Two Worlds1 hit
13
The slide uses the 'Outsiders' framework to establish a benchmark for Valeant's management philosophy.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Tale Two Worlds1 hit
14
The slide uses a classic 'authority-citation' framework to validate the CEO's management style by aligning it with the principles of successful 'Outsider' CEOs.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Tale Two Worlds1 hit
15
The slide highlights the inclusion of Mike Pearson (Valeant) in a list of 'Outsider' CEOs, likely to draw a comparison or contrast.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Tale Two Worlds1 hit
16
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
17
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
18
Slide 18 of 110 from an SEC filing.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
19
This slide outlines the core pillars of the activist investor's thesis for Valeant Pharmaceuticals.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
20
The slide emphasizes connections to Bill Ackman and Mike Pearson, likely to establish credibility or suggest conflicts/alliances.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
21
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
22
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
23
The chart uses a bridge-like structure to reclassify 85% of revenue as 'durable' by excluding the 15% 'Patent Cliff Rx' portion.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
24
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
25
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
26
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
27
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
13
The slide uses a 'problem-solution' framing where the problem is diagnosed as a set of fixable operational inefficiencies.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
14
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
15
The slide uses a comparison table to justify a higher valuation target.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
16
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
17
The slide uses a weighted average calculation to justify a 5% growth target.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
18
The slide highlights that peers with lower emerging market exposure and weaker brand/category positioning are still achieving 4-7% growth, contrasting with P&G's 3% growth.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
19
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
20
The slide uses a bridge-like structure to highlight specific areas for margin expansion (Gross Margin and SG&A).The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
21
The slide uses a table to justify a higher-than-reported gross margin estimate based on segment-level analysis.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
22
The slide highlights that P&G's target is below the industry average of 4%.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
23
The slide uses a bridge calculation to justify a margin expansion target.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
24
The slide uses a quote to frame the strategic opportunity for margin expansion.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
25
The slide highlights a potential efficiency gap while noting that the analysis ignores P&G's scale advantage.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
26
The slide uses a bridge-like visual to demonstrate the impact of scale on expense ratios.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
27
The slide uses a bridge-like structure to justify a margin expansion target.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
28
The slide highlights the discrepancy between revenue scale and EBIT margin parity.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
29
The slide uses a historical quote to anchor current performance expectations.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
30
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
31
The slide uses a 'bridge' logic to show the path from current performance to a target EPS.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
32
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
34
The slide uses a table to quantify the number of external commitments to argue against the CEO's focus.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
35
The slide uses a problem-solution mapping structure to demonstrate management's proactive response to performance issues.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
36
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
37
The slide uses a bar chart to compare P&G against a peer group consisting of Church & Dwight, Clorox, Colgate, Kimberly-Clark, L'Oréal, and Unilever.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
39
The quote highlights R&D spending and execution excellence as drivers of top-line growth.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
40
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
41
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
42
Slide 41 of a presentation. Includes footnote regarding fiscal year end and dividend assumptions.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
43
The slide uses a combination of a quantitative valuation summary and a qualitative list of value drivers to justify a 'buy' or 'hold' thesis.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
44
The chart highlights P&G in a lighter blue color compared to the darker blue used for peers.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
45
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit