slides · global inventory
02 Pattern Hunter
Loop collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 5,253
Current window 3,991-4,020
Pages 176
Rows per page 30
Loop
3,991-4,020 of 5,253
20
The slide advocates for 3G Capital-style operational efficiency measures.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
21
The chart uses a visual bridge to show the gap between the 2018 target and the activist's 'optimized' projection.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Solution & ApproachLoop · Pattern Hunter1 hit
22
The chart highlights the correlation between activist intervention/company news and stock price movement.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Solution & ApproachLoop · Pattern Hunter1 hit
23
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Solution & ApproachLoop · Pattern Hunter1 hit
24
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Solution & ApproachLoop · Pattern Hunter1 hit
25
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Solution & ApproachLoop · Pattern Hunter1 hit
06
The slide compares a standard 'Typical Process' against a specific 'Papa/Charlie' deal structure.Citi | Investment Banking Pitch Book | 43 slides · Citi
Consulting deck Investment bank Loop · Pattern Hunter1 hit
07
The slide compares standard legal/procedural requirements for two-step mergers against the specific approach taken in the Papa/Charlie deal.Citi | Investment Banking Pitch Book | 43 slides · Citi
Consulting deck Investment bank Loop · Pattern Hunter1 hit
08
Legal/governance slide detailing transaction requirements.Citi | Investment Banking Pitch Book | 43 slides · Citi
Consulting deck Investment bank Loop · Pattern Hunter1 hit
09
The slide outlines the role of Special Committees and shareholder voting requirements in M&A transactions.Citi | Investment Banking Pitch Book | 43 slides · Citi
Consulting deck Investment bank Loop · Pattern Hunter1 hit
11
The slide uses negative values in parentheses to highlight underperformance.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
12
The slide uses a quote from an Australian Shareholders' Association member to reinforce the narrative of poor management performance.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
13
The chart uses a bracket to explicitly call out the percentage point gap between BHP and the other two indices.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
11
Uses a combination of a table for performance metrics and a line chart for relative stock performance to expose the CEO's narrative shift.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
12
The slide uses a dual-axis comparison: historical commodity price charts (bottom) and peer production mix bar charts (top).Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
13
The slide uses a combination of a bar chart for acreage and an area/line chart for stock performance to argue that Hess is undervalued relative to its assets.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
14
The slide highlights peer group manipulation (churn) to mask poor performance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
15
The slide highlights the cherry-picking of peers by Hess in their own materials.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
02
The slide uses a Bloomberg terminal screenshot to illustrate the valuation gap.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
03
The slide uses a 'mosaic' argument to justify a bullish outlook on SNAP despite historical underperformance.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
02
The slide uses a dual-axis line chart for performance and a bar chart for valuation multiples to argue that Match is undervalued.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Pattern Hunter1 hit
03
Match Group, Inc. (MTCH)Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Loop · Pattern Hunter1 hit
04
The slide uses a combination of bar chart (margins) and line chart (YoY growth) to highlight the lack of operating leverage.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
05
The slide argues for aggressive share repurchases based on the valuation gap shown in the chart.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
06
Uses a hub-and-spoke diagram to show the duality of the company's messaging.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
07
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
08
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
09
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
10
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 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 · Villain CritiqueLoop · Pattern Hunter1 hit