Matching slides 14,162
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Slide function

12,871-12,900 of 14,162

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Elliott Management | Activist Presentation Deck | 39 slidesElliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
17
Uses a combination of a bar/line chart for historical capex and a single-bar comparison for total exploration spend vs. current valuation.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
18
Uses a 'death by a thousand cuts' metaphor to describe management's divestment strategy.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
21
The slide uses a 'Comparable Portfolio' methodology to debunk the diversification thesis.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
37
The slide highlights a structural inefficiency where franking credits generated by BHP Ltd cannot be effectively utilized by BHP Plc shareholders, leading to economic waste.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
11
The slide uses a callout box to emphasize a specific quote from the provided text, framing it as part of a 'spin machine' narrative.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
The slide uses legal complaint excerpts to frame the company's business model as deceptive.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
The slide uses direct quotes from an FTC complaint to frame the business model as artificial.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
The slide relies on legal complaint excerpts to frame the business opportunity as non-viable.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
17
The slide uses direct quotes from a legal complaint (FTC v. Herbalife) to build its case.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
18
The slide uses direct quotes from an FTC complaint to frame the company's business model as deceptive.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
19
The slide uses a series of quotes from an FTC complaint to build a case against the company's business practices.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
The slide relies on legal precedent/complaint language to frame the business model as deceptive.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
Uses legal citations to establish a precedent of regulatory action against similar business models.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
23
This slide uses a direct, confrontational rhetorical style to reframe a legal settlement.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
27
Pershing Square | Activist Presentation Deck | 48 slidesPershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Before/After1 hit
28
Uses a contrast-pairs approach to highlight the shift in corporate narrative.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
29
Uses a before-after style transition to highlight the regulatory change.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
31
Uses a before-and-after structure to contrast historical marketing tactics with current legal prohibitions.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
32
Uses screenshots of social media posts as primary evidence.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
33
Uses screenshots of Instagram/Facebook posts to demonstrate non-compliance.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
34
Uses screenshots of Instagram posts to demonstrate non-compliance.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
36
Includes a direct excerpt from a legal order.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Preempt Rebuttal1 hit
38
This is a single-statement slide used to frame the company's behavior as deceptive.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
39
The slide uses a screenshot of a Facebook post as evidence of the company's 'spin' strategy.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
40
The slide uses screenshots of a Facebook post with highlighted text to expose the company's internal narrative regarding the FTC settlement.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
41
Uses a contrast-pair structure to juxtapose corporate spin against legal reality.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
47
Quotes from Michael Johnson (CEO) and John DeSimone (CFO) presented as evidence of materially false statements; footnotes cite earnings calls and investor day from 2013-2014.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
14
The slide uses a structural diagram to contrast the high-value real estate/franchise business with the lower-margin restaurant operator business.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
46
Uses the 'skin in the game' concept to challenge the necessity of corporate-owned units.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit