Matching slides 14,162
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The slide uses a line chart to correlate specific corporate announcements with stock price volatility.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
55
The slide uses a callout to highlight Pershing Square's initial investment and subsequent purchase, contrasting the stock's performance against the initial $10 price point.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
63
Uses a CEO quote and legislative action to build a case for the pyramid scheme thesis.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
67
The slide explicitly calls out a statement by President Des Walsh as 'false'.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
68
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
61
The slide highlights the disconnect between operational performance and share price decline.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 Loop · Before After1 hit
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The slide uses callout boxes to link specific corporate announcements to sharp drops in the stock price.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
77
The slide uses annotations to point out specific investment dates and share prices to contrast with the current poor performance.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
87
Uses a combination of direct CEO quotes and financial disclosure data to build a case for the 'pyramid scheme' thesis.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
89
Uses bulleted list to contrast management guidance with actual performance and market expectations.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
91
The slide uses a combination of bar and line charts to illustrate the deceleration of key operational metrics.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
92
The slide uses a dual-axis combo chart (bar + line) to demonstrate declining performance metrics over time.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
93
The slide highlights that stock price growth was driven by valuation multiple expansion rather than fundamental operating performance.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
94
The slide uses a visual anchor (dashed line) to show the cost basis relative to the current stock price.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
05
The slide uses checkmarks to reinforce the validity of previous claims, likely as a setup to contrast with current findings or to establish credibility.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
10
Uses callouts to highlight specific quotes from the CEO that the author intends to contradict.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
15
Uses legal citations to support the thesis that the business model is driven by internal qualification rather than external retail sales.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
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The slide uses direct quotes from an FTC complaint to build a case against the company's business model.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
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The slide uses direct quotes from a legal complaint (FTC v. Herbalife) to build its argument.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
18
The slide uses direct quotes from an FTC legal complaint to build a case against the company's business practices.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
19
The slide uses a series of quotes from a legal complaint (FTC v. Herbalife) to build a case against the company's business practices.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
22
The slide uses a comparison frame to establish a legal precedent by equating the Herbalife case to the Vemma case.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor 1 hit
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This slide is part of a presentation likely by Bill Ackman/Pershing Square regarding their short position on Herbalife.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor 1 hit
28
The slide uses a contrast-pairs approach to expose the company's shifting narrative regarding data collection requirements.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
32
The slide uses screenshots of social media posts to provide evidence of non-compliance.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
18
The slide uses color-coded boxes to distinguish between entities involved in the timeline events.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Preempt Rebuttal1 hit
24
The slide uses a bulleted list to structure the case study details, focusing on legal and ethical misconduct.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor 1 hit
25
The slide uses a quote to contrast the company's public admission of wrongdoing with their internal dismissal of business risk.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor 1 hit
27
The slide uses a structured list format to contrast Valeant's stated answers against the underlying unresolved questions.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor 1 hit
01
Slide 1
The slide uses the FTC's own findings to frame Herbalife as a pyramid scheme, citing legal precedents like Koscot and Vemma.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Press release Activist investor 1 hit