slides · global inventory
Preempt Rebuttal
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Matching slides 1,189
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Slide function
781-810 of 1,189
50
Uses a conceptual line chart to explain the 'patent cliff' impact on reported growth.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
65
The slide uses a dual-axis chart to correlate share price (line) with volume (bars) and Pershing Square's specific purchase activity (dark bars).Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
108
This slide attempts to normalize earnings by removing costs the company deems non-recurring.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
13
Uses a contrast frame to preemptively address potential shareholder fears regarding a change of control.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
22
The slide uses a regression line to show that CP (circled) is performing as expected given its haul length, preempting arguments about poor pricing power.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
28
The slide uses a Q&A format to address potential investor skepticism regarding bankruptcy recovery.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
39
This slide addresses potential counter-arguments regarding the feasibility of the proposed solution.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
51
The slide uses a bar chart to show that GGP's high leverage is common among peers, supporting the argument that liquidation is a bad precedent.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
56
The slide uses a stacked bar chart to distinguish between secured and unsecured debt, with callouts explaining specific debt obligations.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
20
The slide uses a direct quote to manage investor expectations regarding potential revenue loss.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
45
The slide uses a rhetorical question structure to set up a series of rebuttals.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
309
This is a classic 'preempt_rebuttal' slide designed to invalidate a specific metric often cited by the company or bulls.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
05
This is a research note page from a Pershing Square presentation, likely part of their short thesis on Herbalife.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Expose Contradiction1 hit
11
The slide uses legal precedent (In re Koscot Interplanetary, Inc.) to define market saturation as a key indicator of a pyramid scheme.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Evidence1 hit
96
Uses authority-citation to build a case for changing the status quo.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
129
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Why Now1 hit
04
This is a page from a shareholder letter/report, likely from an activist investor or short-seller.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Problem & Complication1 hit
18
The slide uses a callout box to emphasize the concentration risk (~20% of revenue) associated with these poor credits.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Preempt RebuttalLoop · Aha Moment1 hit
22
The slide uses a red dashed box to highlight the 'Minimal room for error' between current dividend and recurring AFFO.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
73
This slide is designed to preemptively address concerns that an activist intervention might lead to excessive leverage or credit rating downgrades.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
75
The slide uses a quote to frame the opposition's stance, likely to be countered in subsequent slides.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
74
The slide uses a 'conservative' framing to preempt potential criticism that the valuation methodology overstates credit risk.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
79
Page number 78.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
104
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
105
Page number 104 included at bottom.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
108
The slide uses a classic 'pros vs cons' structure to frame a potential acquisition as a net positive despite a temporary credit rating downgrade.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
109
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
112
Slide 111 from an activist investor deck.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
139
The slide argues that the integrated nature of the business supports a consolidated view, while the separate legal structure supports a de-consolidated view.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
140
Page 139 of the deck.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit