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Antagonist Introduction
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Framework
961-990 of 1,369
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The slide uses a 'villain' framing by characterizing ADP's strategy as 'cobbled' together.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
92
The slide uses a 'villain' framing by highlighting technical debt and lack of focus.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
116
Uses a quote to illustrate 'corporate immune system' resistance to change.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
117
Uses a 'villain' framing by characterizing the corporate culture as 'insular' and 'bureaucratic'.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
123
The slide uses a 'villain' framing by highlighting internal dysfunction through testimonials.Automatic Data Processing (ADP) (ADP) · 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
88
The slide uses external legal and political precedents to build the case against the company.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor 1 hit
33
The slide uses a table to list 27 acquisitions, showing deal value, LTM revenues, and revenue multiples to support the argument of poor capital allocation.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
The slide uses a combination of bar charts and a detailed table to build a case against the current board composition.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
Uses a 'villain critique' approach to frame the company's diversification as a strategic failure.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
25
This is a highly inflammatory research note from Grizzly Research, using anecdotal evidence and TripAdvisor reviews to build a case against the company's operational oversight.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Impact & Next Steps1 hit
11
Uses a rhetorical question to cast doubt on the legitimacy of the company's business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
58
The slide is used by an activist to expose the unrealistic nature of the MLM business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
64
This is a classic 'villain' framing slide in an activist deck.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
75
The slide uses a pyramid graphic to illustrate the hierarchy and explicitly calls out the requirement for recruitment.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
79
The slide is used to expose the pyramid-like recruitment structure of Herbalife by showing how distributors are encouraged to recruit and train others to recruit.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
80
The slide uses a direct, provocative question to challenge the target company's business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
193
The slide uses red circles to highlight specific retention percentages, contrasting the high retention at the top with the low retention at the bottom.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
312
Uses a legal precedent (FTC v. Equinox) to frame Herbalife's policy as predatory.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
04
This is a text-heavy research note slide from a Pershing Square presentation on Herbalife.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Expose Contradiction1 hit
21
The slide uses a 'villain' framing by contrasting the high penalties of established peers against the absence of the target company (Valeant).Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Preempt Rebuttal1 hit
22
Uses a direct quote from a U.S. Attorney to establish credibility and frame the villain.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor 1 hit
01
The slide uses the FTC's own findings to frame Herbalife as a pyramid scheme, citing legal precedents like Koscot and Vemma.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Press release Activist investor 1 hit
09
This is a page from a formal letter/report, likely part of an activist campaign or regulatory submission.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Solution & Approach1 hit
63
Uses a combination of direct quotes, financial data, and regulatory/political pressure to build the case.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
11
The slide uses a combination of legal precedent (class action excerpt) and crowdsourced data (YouMail, Scammer.Info) to build a case against the company.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
21
The slide uses a red dashed circle to emphasize the $428.5 million total sales figure.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
70
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
76
The slide uses a rhetorical question as a title to challenge the status quo or preempt skepticism regarding the nominees.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
78
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit