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slides · global inventory

01 Logic Chain

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Matching slides 9,549
Current window 3,721-3,750
Pages 319
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3,721-3,750 of 9,549

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95
The slide uses a stacked bar representation to show how the 73% payout is distributed across bonuses, overrides, and retail discounts.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
96
The slide highlights how a 'packaging and handling' fee was historically used to fund internal company bonuses, suggesting a potential mischaracterization of the fee's purpose.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
97
The slide uses a comparison to frame the surcharge as an unfair or non-standard cost.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
98
The slide uses a screenshot of a document to provide evidence of the surcharges.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
99
Uses red arrows to point from callout boxes to specific line items in a document screenshot.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
100
The slide uses a screenshot of an official Herbalife document to point out specific fees.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
101
The chart uses a waterfall-style logic to show the buildup from SRP less discount to adjusted SRP.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
102
The slide uses a primary source document (Herbalife Q&A) to validate the claim about tax pass-through mechanics.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
103
The slide uses a specific company document to illustrate a broader point about VAT pass-through requirements.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
104
The chart uses a waterfall-style logic to show how surcharges and other costs inflate the base SRP to a 'True SRP'.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
105
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
106
The slide uses a 'villain' framing by highlighting unauthorized discounting by distributors, which contradicts the company's official pricing model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
107
The slide uses a third-party data source (ITG) to validate the claim of price erosion on secondary markets.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
108
The slide uses a third-party data source (ITG) to validate the claim of price erosion on secondary markets.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
109
The slide uses a bar chart to show that the eBay price is nearly identical to the retail price, supporting the thesis that these products are commodities.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
110
The slide uses a contrast-based argument to undermine the company's stated retail profit claims.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
111
The slide uses a stacked bar visual to decompose the 73% payout into specific components, contrasting them with the $1.8 billion retail profit figure.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
112
Uses a 3-circle Venn diagram to categorize distributor behavior.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
113
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
114
Uses a direct quote from an 8-K filing to expose a lack of transparency or operational oversight.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
115
The slide uses a Venn diagram to highlight a logical gap in the company's business model reporting.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
116
The slide uses highlighting and underlining to draw attention to specific claims made by the CFO regarding the FTC's stance on self-consumption.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
117
Uses FTC source material to undermine the subject company's business model defense.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
118
Uses a visual flow to show how retail customer spending is distributed across various levels, contradicting the 'single-level' classification.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
119
This slide is part of a series exposing Herbalife's business model by contrasting their lack of transparency with their own internal claims.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
120
This is a classic 'expose contradiction' slide used in activist short-selling presentations to undermine the value proposition of a multi-level marketing company.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
121
The slide uses a quote to set up a contradiction, likely to be debunked in subsequent slides.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
122
The slide uses a comparison frame to expose the contradiction between Herbalife's claims and the reality of their distributor churn.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
123
The slide uses a quote to frame the company's defense against potential pyramid scheme allegations.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
124
The slide outlines internal company policy requirements for distributor qualification.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit