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 12,721-12,750
Pages 473
Rows per page 30
Slide function
12,721-12,750 of 14,162
34
The slide uses a table to quantify the CEO's external commitments to argue against his focus.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
06
The slide uses a CEO quote to imply a 'pop-and-drop' business model, which is a common critique in activist short-selling decks.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
08
The slide uses quotes to imply a contradiction or a lack of transparency regarding business practices in China.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
09
The slide uses a yellow callout box to highlight a specific, pointed question regarding corporate secrecy.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
The slide uses a yellow background to highlight the core accusation of regulatory non-compliance and accounting misrepresentation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
The slide uses a yellow callout box to emphasize the lack of financial benefit for the 'Preferred Customer' tier.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
17
The slide uses a yellow callout for the lead-in and a green box for the core requirements, followed by a critical source note that frames the business model as a pyramid scheme.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
19
The slide highlights the structural incentive for recruiting inherent in the compensation plan.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
20
The slide uses a yellow-green color scheme to highlight the recruitment-based nature of the business model.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
22
The slide uses a comparison between distributor inventory requirements and national GDP per capita to imply predatory or unrealistic business practices.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
23
The slide uses a green callout box to highlight the specific components of the compensation structure.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
The slide uses a process-like list to expose the mechanics of a potentially fraudulent accounting practice.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
The slide uses a green callout box to frame the mechanism and the subsequent critique of the mechanism.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
The slide uses direct quotes to expose the business model as recruitment-focused rather than retail-focused.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
49
The slide uses a bar chart to contrast engagement metrics, directly challenging the company's stated strategic rationale.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
51
Uses the ceo-quote-contradiction framework to undermine management's narrative.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
52
The slide uses a red box to highlight the negative EBITDA and margins of the Display segments.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
55
Uses authority-citation to validate the activist's claims against the target company.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
56
Includes a screenshot of an ISS Proxy Alert report from 2010.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
59
The slide uses a scatter plot with a broken axis to show the outlier status of the peer group compared to the guidelines.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
61
The slide uses red circles to highlight the 'Multiple of AOL' for market cap, emphasizing the extreme disparity.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
71
The slide uses a red box to highlight the discrepancy between AOL's performance and executive compensation.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
73
The slide uses bolding to emphasize the lack of disclosure ('not disclosed').Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
80
Uses a 'before-after' style logic to frame the company's actions as forced by the activist.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
81
The slide uses a 4-column table to contrast Starboard's original suggestions against AOL's past and present statements, concluding with Starboard's ongoing concerns.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
82
The slide uses a red box to highlight the poor performance of 'Display - Free Premium Content' and 'Display - Patch'.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
84
The slide uses a hub-and-spoke diagram to visualize conflicts of interest.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
85
The slide uses the 'independent' label in quotes to cast doubt on their alignment with shareholders.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
86
Includes screenshots of ISS and Glass Lewis reports as evidence of negative ratings and recommendations.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
87
Includes specific quotes from ISS and Glass Lewis reports from 2009 and 2010.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit