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slides · global inventory

Expose Contradiction

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 1,114
Current window 781-810
Pages 38
Rows per page 30
Framework: Expose Contradictionclear collectionreset all
18 30 60

Framework

781-810 of 1,114

filter-aware
70
The slide highlights a disconnect between market price and fundamental earnings growth.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
22
Uses a 'zoom-in' visual technique to highlight the National Accounts segment from a larger table.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
45
Uses a 'VS' comparison structure to juxtapose executive quotes against empirical market data.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
46
The slide uses a red circle to highlight Ultimate's superior retention rate as a counter-example to ADP's service model claims.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
84
Uses three distinct quotes to build a logical argument about the mislabeling of support as service.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
36
The slide uses a legal excerpt to frame a rhetorical question about distributor retention.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
31
Uses a comparison of revenue growth composition and operating margins to highlight poor performance.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Uses ISS quote and historical voting data to build a case for board accountability.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
09
Uses a three-column structure to systematically debunk management claims.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Monster1 hit
10
The slide uses a 'villain' framing by questioning John Hess's personal voting behavior against his own board's recommendation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
27
Uses bar charts to contrast Hess's performance metrics against peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
42
Uses a 'None' callout to emphasize the lack of specific qualifications for the nominee.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
54
Uses a combination of a bar chart showing NPV impact and a table showing production growth percentages to frame Hess as an underperformer.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
65
The slide uses a red dashed box to highlight the 'Hess Reaction' bar, emphasizing the inadequacy of management's proposal.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
17
Uses direct quotes from 2010 Investor Day to build a case against management's current capital allocation.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
41
The slide uses a bar chart to illustrate the timing of the Net Worth Sweep relative to the GSEs' financial recovery.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Loop · Iceberg1 hit
28
The slide uses a stacked bar chart to contrast massive losses against a small capital requirement bar.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
30
The slide highlights the high risk of subprime/Alt-A loans relative to their portfolio size.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
41
The slide uses a vertical bar chart to contrast pre- and post-sweep profitability, implying the government timed the sweep to capture earnings.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
127
The slide uses a legal deposition transcript to undermine the company's credibility regarding compliance enforcement.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
130
The slide uses a visual breakdown of payout components to argue that retail profit should not be conflated with wholesale commissions.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
160
The slide frames the compensation structure as a mechanism that forces distributors to purchase products to qualify for earnings.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
189
Uses a table to demonstrate the calculation of the 17% ratio using 2009-2010 data.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
211
The slide uses a 'before-after' framing of the company's marketing tactics, specifically focusing on the '1 Million Lifetime Achievement' award as a vehicle for misleading claims.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
240
Uses a 'Manual Vacaciones 2012' document as evidence of the convoluted rules.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
274
The image serves as a 'reality check' or 'truth reveal' against a prior claim.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
285
The slide uses a 'before-after' or 'if-then' logic structure to contrast residential vs non-residential signage rules, citing specific internal policy documents.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
294
The slide uses a rhetorical question to challenge the narrative that Herbalife is a direct substitute for fast food.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
25
The slide uses a quote to contrast the company's public admission of wrongdoing with their internal dismissal of business risk.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor 1 hit
65
Uses footnotes to provide context for financial claims.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit