slides · global inventory
Preempt Rebuttal
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Slide function
901-930 of 1,189
09
The slide uses a red callout box to emphasize the negative thesis regarding the industry's lack of durability and predictability.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
65
The chart uses a dual-axis combination of a line chart for price and a stacked bar chart for volume, with a specific callout box for the unaffected price.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
108
This slide is a classic example of an activist investor preempting a company's accounting adjustments by framing them as non-recurring.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
17
This slide addresses potential legal or procedural pushback from the company regarding shareholder rights.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
21
The slide uses a direct quote from Allergan's Schedule 14A filing to expose the contradiction in their argument.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
38
Uses survey data to validate the offer price against investor sentiment.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
59
The slide uses a news excerpt to illustrate a specific legal vulnerability.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Cost Of Inaction1 hit
99
The chart uses a grouped bar format to compare Puts vs Calls across various strike prices.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
102
This is a classic 'preempt rebuttal' slide used in activist campaigns to undermine management's defensive strategic pivots.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
109
The slide systematically dismantles a common analyst valuation methodology by identifying specific components of the historical multiple that have lost their value.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
111
This is a classic activist slide designed to undermine management's credibility before they even announce their new plan.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
113
The slide uses a rhetorical question as a title to frame the subsequent bullet points as a rebuttal to management's potential strategy.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
115
This slide is part of an activist campaign (Valeant/Pershing Square) against Allergan.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
08
Uses a timeline-based annotation of a stock chart to frame negative news events as temporary or misunderstood.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Monster1 hit
09
Uses a timeline-annotated line chart to frame market volatility as a reaction to misinformation.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Monster1 hit
21
The slide uses the absence of Valeant from a list of major industry offenders to imply a contrast in regulatory risk or behavior.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Struggle1 hit
45
Pershing Square | Activist Presentation Deck | 45 slidesPershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
35
Slide 35 of the deck.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Preempt Rebuttal1 hit
42
Uses a 'claim-response' structure to systematically dismantle specific bullish talking points.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
10
The slide uses a yellow background to highlight the regulatory constraints.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
Uses a historical precedent to frame current PE interest as predatory.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Cost Of Inaction1 hit
17
The slide uses a direct rebuttal structure to discredit an activist investor's proposal.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Cost Of Inaction1 hit
18
The slide uses a 'problem-solution' structure to argue against the board's current plan.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Cost Of Inaction1 hit
70
Uses a historical precedent to argue against the 'hopeless' narrative of Yahoo as a public company.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
71
The slide uses a direct rebuttal structure to discredit a specific activist proposal.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
72
The slide uses a 'problem-solution' structure to critique the board's proposed spin-off strategy.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
74
Uses a sports analogy (Shaq) to refute a specific public critique of Marissa Mayer's tenure.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
48
Uses a simple flow diagram to illustrate the lack of connection between Patch and AOL search traffic.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
50
The slide uses a rhetorical question to challenge the assumption that content ownership is a prerequisite for search utility.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
06
Uses a classic 'Bear vs. Bull' (or 'Concern vs. Rebuttal') structure.Trian Partners | Activist Presentation Deck | 16 slides · Trian Partners
Activist deck Activist investor Beat · Competition1 hit