slides · global inventory
Name Villain
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,296
Current window 991-1,020
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Slide function
991-1,020 of 1,296
16
Uses red callout box for the primary thesis and red 'X' icons for the supporting arguments.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Early StrugglesLoop · Before After1 hit
52
The chart shows the composition of Enterprise Value, highlighting the increase in Gross Debt relative to Diluted Market Capitalization.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
18
Includes a testimonial/quote from a former SVP to validate the critique.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
93
The slide uses a bulleted list to break down the specific technical and operational failures of the legacy system.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
94
Uses two quotes from a 'Former VP of National Accounts, Product Management' to substantiate claims of organizational dysfunction.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
116
Uses a quote to illustrate 'corporate immune system' resistance to change.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
117
Uses a 'villain' framing by characterizing the corporate culture as 'insular' and 'bureaucratic'.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
121
The slide uses a combination of hard-line reporting and matrixed functions to illustrate structural complexity.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
09
The slide uses a red callout box to emphasize the core thesis and red 'X' icons to list specific industry pain points.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
91
The slide highlights specific financial and strategic pitfalls such as overpaying for acquisitions and focusing on GAAP earnings over economic earnings.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
88
The slide uses external legal and political precedents to build the case against the company.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor 1 hit
69
The slide uses a red background to emphasize negative performance.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Victory1 hit
33
The slide uses a table to list 27 acquisitions, showing deal value, LTM revenues, and revenue multiples to support the argument of poor capital allocation.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
56
The slide uses a 'Deny' prefix for each point to emphasize the theme of avoidance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
19
Uses a 'villain critique' approach to frame the company's diversification as a strategic failure.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
33
Uses a bridge chart to connect operational cost overruns to NAV destruction.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
40
The slide uses a 'villain' framing by attributing value destruction directly to management's persistence in high-risk exploration.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
11
This slide uses a 'Before/After' framing to highlight management failures.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
55
Uses a contrast-pairs framework to highlight the gap between competitors and the target company.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
21
Uses a combination of historical narrative, executive quotes, and performance data to build a case for strategic change.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor 1 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 · Expose ContradictionLoop · Logic Chain1 hit
195
Uses a visual metaphor of distance to illustrate the difficulty of reaching the top of the pyramid.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
02
This slide is part of a Pershing Square presentation (Bill Ackman's short thesis on Herbalife).Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Problem & Complication1 hit
07
This is a text-heavy research note slide from a Pershing Square presentation on Herbalife.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Expose Contradiction1 hit
09
This is a page from a Pershing Square research note criticizing Herbalife's business model.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Preempt Rebuttal1 hit
22
Uses a direct quote from a U.S. Attorney to establish credibility and frame the villain.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor 1 hit
15
The chart uses a red dashed line to indicate a baseline or average price, and shaded regions to highlight specific CEO tenures.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
09
This is a page from a formal letter/report, likely part of an activist campaign or regulatory submission.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Solution & Approach1 hit
11
This is a page from a letter by Pamela Jones Harbour to Herbalife, focusing on compliance failures and the need for structural reform.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
12
This is a page from a formal letter/report by Pamela Jones Harbour.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Evidence & Proof1 hit