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 12,751-12,780
Pages 473
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Slide function
12,751-12,780 of 14,162
48
Uses a hypothetical mathematical example to illustrate the 'conglomerate discount' or misvaluation trap.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
60
The slide uses a visual bracket to emphasize the $4.5bn cumulative difference between the two metrics over the three-year period.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
61
The slide highlights the specific add-backs used by Valeant, which are often criticized in activist contexts for inflating earnings.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
67
This slide is likely part of an activist campaign to highlight aggressive market behavior or potential market manipulation.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
89
Uses a binary choice structure to frame the investment thesis.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
27
The slide uses a direct quote to expose the mechanics of a multi-level marketing structure while highlighting the distributor's own awareness of the 'pyramid' label.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
28
The slide uses direct quotes to contradict the official framing of the income source.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
37
Uses a simple flow diagram to link a company practice to legal violations.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
38
Uses a simple causal flow diagram to link company practice to legal violation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
39
Uses a simple process flow to show a violation of law.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
40
Uses a causal arrow to link business practices to legal definitions.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
42
The slide uses a table from the 2013 10K to demonstrate that China's contribution margin is artificially inflated compared to other segments.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
43
The slide uses a red arrow and a dashed red box to highlight the discrepancy between reported and pro forma margins.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
44
The slide uses an internal document to validate specific financial assumptions, likely to challenge public claims.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
45
The slide uses a red arrow to visually link the internal spreadsheet row to the public 10-K text, highlighting the discrepancy/confirmation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
46
The slide uses a red box to highlight the 'China Royalties' row and the specific value 79,082 in the 2010 column.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
47
The slide uses a red box to highlight the specific rows (54-58) containing the percentage multipliers used for the calculation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
48
The slide uses a red arrow to draw attention to a footnote that excludes China from the data, suggesting a potential inconsistency in reporting.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
49
The slide uses a red arrow to link a table of percentages to a visual breakdown of distributor payouts.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
50
The slide highlights a discrepancy between public/stated claims and internal operational reality.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
51
The slide uses a yellow background callout box to emphasize the core argument.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
52
Contains three hand-drawn organizational charts illustrating deep multi-level marketing structures.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
53
The slide uses a green callout box to present company-reported data, followed by a source note that includes a critical quote from China People's Daily.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
54
The slide uses a yellow background to highlight the core accusation of regulatory non-compliance and accounting obfuscation.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
55
This is a classic activist short-seller slide designed to frame a company's business model as illegal and its financial disclosures as fraudulent.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
07
Uses a structured table-like layout to contrast 'False statements', 'Disingenuous criticism', and 'Misleading quotations' with factual evidence.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
10
The slide uses a Bloomberg terminal screenshot as primary evidence to challenge management's narrative.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
The slide uses a contrast-principle to highlight the underperformance of the art market relative to broader luxury goods.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Uses a dual-axis chart and a stacked bar chart to highlight the discrepancy between total sales and core art performance.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
Uses red circles and arrows to highlight the delta between 2007 and 2013 for both revenue and expenses.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit