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 12,811-12,840
Pages 473
Rows per page 30
Slide function
12,811-12,840 of 14,162
83
The slide is designed to expose a potential contradiction between past management rhetoric on M&A and current actions or performance.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
84
Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
86
Uses a chronological narrative to expose poor capital allocation.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
88
Uses a direct quote comparison to expose management's overconfidence.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
89
The slide uses a red callout box to emphasize the failure of the acquisitions.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
90
Uses ISS data to critique executive pay-for-performance.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
91
Page number 90.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
92
The slide uses a 'dilemma' framing to cast doubt on management's integrity regarding stock option timing.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
93
Uses a comparison of compensation structures to highlight a governance failure at Allergan.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
96
The table uses a heatmap-style color coding (green for positive change, red for negative change) to visualize trading activity.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
100
The slide uses a combination of stacked bars for volume and a line chart for weighted average sale price to demonstrate insider selling behavior.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
101
The chart uses a broken axis for the GILD bar and highlights the AGN bar with red to indicate high insider selling.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
103
Uses a 'before and after' comparison of analyst estimates to undermine management's claim of a fundamental business shift.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
104
Uses direct quotes to expose management inconsistency.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
105
Uses a rhetorical question structure to undermine management credibility.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
106
The slide uses a rhetorical question structure to cast doubt on management's motives.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
107
Uses a grouped bar chart to compare old vs new analyst price targets across five firms.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
108
The slide uses a quote to undermine management's credibility regarding their standalone valuation.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
112
The slide uses quotes to frame management's M&A strategy as a potential defensive tactic (poison pill/entrenchment) rather than purely strategic growth.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
116
The red circle highlights the period of minimal buybacks during 2013 when the stock price was relatively low compared to the 2014 peak.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
117
Uses a red callout for the quote and a blue callout for the rhetorical question.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
07
The slide uses a timeline-based annotation approach to correlate specific corporate events with stock price movements.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Monster1 hit
13
The slide highlights the contradiction between Valeant's accounting consolidation of Philidor and their public claims of non-control.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Monster1 hit
16
The slide uses a block quote from a legal complaint to undermine the credibility of the opposing party.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Monster1 hit
17
The slide uses a primary source document (email) to perform a 'gotcha' moment against the opposing party.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Monster1 hit
18
The timeline uses color-coded boxes to distinguish between Valeant's disclosures and external events/accusations.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Struggle1 hit
22
Uses a quote from a U.S. Attorney to establish credibility for the allegations.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Struggle1 hit
25
The slide uses a quote from Bernstein to contrast the company's internal settlement with their external messaging.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Struggle1 hit
26
This slide is designed to preemptively defend Pershing Square against accusations of complicity or prior knowledge regarding the Valeant-Philidor relationship.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Struggle1 hit
27
The slide uses a structured list format to contrast management's responses with the underlying unresolved issues.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Struggle1 hit