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Matching slides 58,039
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Pages 1,935
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Slide function
18,331-18,360 of 58,039
31
The slide highlights that the durable business represents ~85% of total sales.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
51
The table highlights the performance of 'Total Product Sales' across different periods.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
61
The slide highlights specific accounting adjustments used by Valeant to inflate earnings metrics.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
62
The slide uses a bridge-style reconciliation table to justify non-GAAP metrics.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
66
This slide provides factual evidence regarding the accumulation of an economic stake and the subsequent market reaction.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
73
The slide highlights that the analyst's 6-8% growth estimate is a slight discount to management's own projections.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
81
The slide outlines the assumptions (10% discount rate, 10-year life, 0-5% growth) and presents a sensitivity table for DCF multiples.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
106
The slide justifies non-GAAP adjustments by arguing that GAAP accounting conventions for acquisitions do not reflect the underlying economic reality of the business.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
55
The slide uses a chevron-based table layout to contrast historical data with future targets.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
56
The slide uses a waterfall chart to decompose the change in operating ratio. It includes red annotations to highlight specific areas of concern (volumes and productivity).Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
09
This slide is from an activist presentation (likely Bill Ackman's Pershing Square presentation) critiquing Herbalife's growth claims.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
85
The slide highlights the distinction between retail profit and recruiting-based rewards, likely to support an argument about the business model's focus.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
104
The chart uses a waterfall-style logic to show how surcharges and other costs inflate the base SRP to a 'True SRP'.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
107
The slide uses a third-party data source (ITG) to validate the claim of price erosion on secondary markets.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
108
The slide uses a third-party data source (ITG) to validate the claim of price erosion on secondary markets.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
139
The slide uses a bottom-up estimation approach to fill a disclosure gap in SEC filings.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
140
The slide uses a stacked bar visual to represent the composition of distributor payouts.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
146
Uses a 54% distributor-facing expense ratio and a 50% recruiting reward ratio to arrive at $291mm.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
251
The chart uses red arrows to visually emphasize the growth phase (1993-1998) and the decline phase (1999-2005).Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
253
The chart uses red arrows to highlight the rapid growth followed by a sharp decline in sales.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
254
The chart uses red arrows to highlight the boom-bust cycle. The '?' for 2002 is annotated with a note about lack of disclosure.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
256
The red arrows emphasize the growth phase (1995-1997) followed by a sharp decline (1997-1999).Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
257
The slide uses a contrast-based narrative to highlight the divergence between two market segments.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
06
J.C. Penney Company, Inc. (JCP)J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor 1 hit
25
The chart uses a timeline-based CEO tenure bar at the bottom to correlate leadership changes with performance trends.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Agitate1 hit
19
The slide highlights that Pershing Square's projections are more conservative than management's, with a specific callout for the drivers of share gains.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
20
The slide uses a bar chart to illustrate recovery potential relative to a historical peak.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
21
The table outlines three scenarios (Low, Mid, High) for EBIT margin expansion, with a supporting note on gross margin headwinds and operating expense leverage.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Why Now1 hit
06
The table uses a color-coded system to group categories into 'Personal Care' and 'Household Care'.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
08
The chart uses a bar-vertical format to visualize ordinal ranking data.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit