slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 11,821-11,850
Pages 473
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Slide function
11,821-11,850 of 14,162
65
The slide uses a dashed line to highlight a specific period of decline following the FTC announcement.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
48
The slide uses a dashed line to indicate the average cost basis ($47) against the current price ($60).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
40
The slide uses a timeline-annotated line chart to correlate specific management/operational events with stock price volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
09
The slide uses a table of financial projections to set up a critique of management's incentive structure.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
16
The slide uses a 'villain' framing by characterizing ADP's strategy as 'cobbled' together.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
22
Uses a 'zoom-in' visual technique to highlight the National Accounts segment from a larger table.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
33
The slide uses screenshots of Instagram/Facebook posts to illustrate the contradiction between company policy and distributor behavior.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
34
The slide uses screenshots of Instagram posts to argue that the distributor is flaunting wealth, which is presented as a violation of the FTC agreement.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
36
The slide uses a legal excerpt to frame a rhetorical question about distributor retention.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
38
This slide serves as a direct accusation of deceptive practices.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
39
The slide uses a screenshot of a Facebook post as evidence of the 'spin' being promoted by distributors.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
41
Uses a 'point-counterpoint' structure to highlight contradictions between corporate spin and legal reality.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
42
The slide uses a 'claim-response' structure to systematically dismantle arguments made by the company.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
03
The slide uses a dual-axis combo chart for revenue and a stacked bar chart for EPS to highlight financial deterioration.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Setup1 hit
04
Uses a table to decompose growth components and a bar chart to show the trend of declining growth.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
05
The charts use arrows to highlight the downward trend in sales over time.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
06
The slide uses trend lines to emphasize the decline in revenue after an initial peak.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
07
The slide uses a timeline-style table to show the progression from positive reporting to silence.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
08
The slide uses a timeline-style layout to contrast early management optimism with later admissions of market decline.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
09
The table explicitly calculates the 'adjusted' performance by subtracting the estimated pull-forward volume.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
10
The slide uses a quote from 2008 to highlight the gap between management's historical optimism and the actual declining performance shown in the chart.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
11
The slide uses a contrast-pair framework to highlight the evolution of legal risk disclosures.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
The slide uses bolding to emphasize the shift in compensation methodology for independent service providers in China.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
The slide uses bolding to emphasize the expanded scope of regulatory risk in the 2017 disclosure.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
The slide highlights the discrepancy between 'Reported' and 'Adjusted' EPS by listing specific line items that are recurring but treated as non-recurring.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
55
The slide highlights the poor performance of the stock relative to the initial investment price of $10.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
63
Uses a combination of direct quotes, financial data, and regulatory/political pressure to build the case.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
65
Uses footnotes to provide context for financial claims.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
67
The slide uses a 'pyramid' metaphor to describe the business model and explicitly labels a company statement as 'false'.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
68
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit