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 12,781-12,810
Pages 473
Rows per page 30
Slide function
12,781-12,810 of 14,162
09
The slide uses legalistic language to frame the board's refusal to engage as a breach of duty.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
13
The slide highlights the contradiction between shareholder support (FOR) and management opposition (AGAINST) followed by restrictive implementation.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
14
The slide uses a red callout box for the thesis and a dashed red box to highlight the most restrictive condition.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
15
The slide uses a timeline diagram to visualize the 'blackout' periods created by board-imposed delays and AGM-related restrictions.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
16
The slide uses a red callout box to frame the company's actions as intentional obstructionism.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
18
The slide uses a list of constraints to demonstrate that the 'right' to written consent is functionally blocked by the board.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
19
Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
20
Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
22
Uses red boxes to highlight specific policy text that is being violated.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
23
Uses red dashed boxes and arrows to draw attention to specific data points (tenure, ownership, committee roles, and voting results) that support the thesis of weak governance.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
60
The slide uses a specific event (FDA guidance) to illustrate the market's reaction to patent risk.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Cost Of Inaction1 hit
61
The slide uses a categorization framework to expose the company's reliance on price hikes rather than volume growth.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Cost Of Inaction1 hit
65
Uses CEO quote and analyst question to frame the lack of disclosure as a problem.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Cost Of Inaction1 hit
67
Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Cost Of Inaction1 hit
68
Uses the 'ceo-quote-contradiction' pattern to undermine management credibility.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Cost Of Inaction1 hit
70
The slide uses a bar chart to quantify R&D failures, supporting an activist argument against management's R&D efficiency.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Cost Of Inaction1 hit
71
Includes a direct quote from David Pyott that contradicts the compensation table above it.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
72
The slide uses a 'villain' framing to attack the company's capital allocation and strategic foresight.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
76
Uses color-coded quote boxes to present a narrative of persistent management failure.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
77
The slide uses a chronological sequence of quotes to demonstrate a lack of progress.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
78
Uses a series of quotes to demonstrate management's failure to act on admitted inefficiencies.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
80
The slide uses a series of pull-quotes to demonstrate a pattern of external skepticism regarding management's capital strategy.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
81
Uses a 'quote-contradiction' pattern to highlight management's focus on growth metrics over value.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
82
Uses a CEO quote to contradict the company's stated capital allocation strategy.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
15
Uses visual metaphor (The Scream) to ridicule management's narrative.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
17
The slide uses red dashed boxes to highlight specific directors to be replaced by the shareholder slate.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
19
The image of pills on shelves is a visual metaphor for the 'poison pill' defense.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
Includes a specific calculation example for a $4.2M hammer price to illustrate the potential margin.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
The slide uses a dual-axis chart to show the divergence between rising/flat compensation and falling EPS.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The slide uses a bar chart to visually demonstrate the disparity between total spend and the small amount of savings identified.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit