Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

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319,975
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319,974
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Slide collection

142,261-142,320 of 319,975

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The slide presents a detailed financial model comparing two entities (KMP and EPB) across multiple metrics including unit price, exchange ratios, and tax-adjusted value uplifts.Barclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
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Barclays | Investment Banking Pitch Book | 20 slidesBarclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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Includes two line charts: one showing individual peer yields and one showing KMI vs. the aggregate GP index.Barclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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Data as of 7/14/2014.Barclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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Data sourced from FactSet; includes specific notes on calculation methodologies for payout ratios and FCF.Barclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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The slide highlights KMI's competitive positioning in terms of yield and growth.Barclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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Barclays | Investment Banking Pitch Book | 20 slidesBarclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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Barclays | Investment Banking Pitch Book | 20 slidesBarclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank 1 hit
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Barclays | Investment Banking Pitch Book | 20 slidesBarclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank 1 hit
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The slide outlines specific growth, capex, and funding assumptions used for financial modeling.Barclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank 1 hit
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Barclays | Investment Banking Pitch Book | 20 slidesBarclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank 1 hit
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Slide 1
Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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The slide uses legalistic language to frame the board's refusal to engage as a breach of duty.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
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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
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The slide uses direct quotes from ISS guidelines to establish authority for the activist's position.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
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The slide is heavily redacted, showing only the header and a single recommendation line.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
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The slide highlights the contradiction between shareholder support (FOR) and management opposition (AGAINST) followed by restrictive implementation.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
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The slide uses a red callout box for the thesis and a dashed red box to highlight the most restrictive condition.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
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The slide uses a timeline diagram to visualize the 'blackout' periods created by board-imposed delays and AGM-related restrictions.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
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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
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This slide addresses potential legal or procedural pushback from the company regarding shareholder rights.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
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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
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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
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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
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The slide uses a direct quote from Allergan's Schedule 14A filing to expose the contradiction in their argument.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
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Uses red boxes to highlight specific policy text that is being violated.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
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Uses red dashed boxes and arrows to draw attention to specific data points (tenure, ownership, committee roles, and voting results) that support the thesis of weak governance.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
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The slide uses red text to highlight negative governance metrics and specific failures.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Propose Solution1 hit
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The slide uses a legal citation to validate the activist's proposed strategy.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Propose Solution1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Propose Solution1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Propose Solution1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Propose Solution1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Propose Solution1 hit
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The slide uses a red dashed box to highlight the May 30th offer, likely to emphasize the peak of the bidding war or a specific turning point.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
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The slide uses a precedent table to anchor the current deal against historical market data.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
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The slide uses a comparative logic to argue against using current market value for the Valeant/Allergan deal.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
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The slide uses a 'We believe' framing to preemptively address market skepticism regarding the deal's value.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
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Uses a simple arithmetic bridge to show how the $223 total offer value is derived.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
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The slide uses an external authority to validate the activist's thesis.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
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The slide uses a quote to provide external validation for the activist's investment thesis.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
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Uses survey data to validate the offer price against investor sentiment.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
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The slide uses a dashed-line box to highlight the Valeant/Allergan transaction as the primary subject of comparison.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
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The slide uses a red dashed box to highlight the 'Allergan Proxy Peers' row, emphasizing the comparison point.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
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The slide uses a median benchmark to calculate premiums against two different offer price points ($172.50 and $223).Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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Uses a before-after-bridge style logic to show earnings accretion.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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Uses a comparison frame to highlight the superior value of the Valeant proposal.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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The slide uses green upward arrows to indicate positive scoring for the offer's adequacy.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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The slide uses green upward arrows as a visual shorthand for a positive 'score' or favorable assessment of the offer.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit