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Framework: Authority Citationclear collectionreset all

Framework

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The slide uses a quote to establish political momentum for a specific investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
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The slide uses a quote to establish political alignment and the necessity of reform.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
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The slide uses direct quotes from the FTC complaint to validate the activist's thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
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Uses direct quotes from legal documents to validate the activist's thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
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Uses external analyst validation to support the investment thesis regarding operating leverage.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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Uses expert testimony to validate the problem statement.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses direct quotes to validate the thesis of margin expansion through SaaS transition.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
05
The slide uses checkmarks to reinforce the validity of previous claims, likely as a setup to contrast with current findings or to establish credibility.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide uses a callout box to emphasize the thesis statement.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
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The slide uses a callout box to emphasize a specific sentence from the press release.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide functions as a legal argument slide, using quotes from an FTC complaint to dismantle the 'retail-based' defense.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
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Uses legal citations to support the thesis that the business model is driven by internal qualification rather than external retail sales.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
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The slide uses direct quotes from an FTC complaint to build a case against the company's business model.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
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The slide uses direct quotes from an FTC legal complaint to build a case against the company's business practices.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide uses a series of quotes from a legal complaint (FTC v. Herbalife) to build a case against the company's business practices.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide uses direct quotes from an FTC legal complaint to establish a precedent of deceptive business practices.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide uses a direct quote from an FTC statement to establish a legal/regulatory baseline.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor 1 hit
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The slide uses a comparison frame to establish a legal precedent by equating the Herbalife case to the Vemma case.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor 1 hit
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The slide uses authority citations to frame the severity of the regulatory action.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a direct quote from an FTC legal filing to frame a problem statement.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Includes a direct quote from an FTC official to bolster the argument.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a direct quote from a former Fed Chair to establish a historical precedent for the critique of the GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a high-authority quote to frame the target companies' business models as inherently flawed and dangerous.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a quote to establish the original intent of the conservatorship as a temporary stabilization measure.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
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Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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The slide uses a quote to validate the activist's proposed capital requirement.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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The slide uses a mix of custom dot-plot/flow diagrams, a grouped bar chart, and media clippings to build a narrative of market growth.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit