slides · global inventory
Problem Statement Canvas
Tool collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,665
Current window 1,561-1,590
Pages 89
Rows per page 30
Tool
1,561-1,590 of 2,665
16
Uses a timeline to illustrate the accumulation of brands over time.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
63
Uses a CEO quote and legislative action to build a case for the pyramid scheme thesis.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
08
The slide uses a strong 'villain' narrative, framing the company's strategy as illogical and deceptive.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
64
The slide uses a grid layout to present four distinct problem areas regarding IULs.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
27
Uses a 'before-after' framing logic to contrast current operational underperformance with potential future growth.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
33
Includes a testimonial quote from a former SVP to reinforce the 'ticking time bomb' narrative.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
16
The slide uses a series of logical arguments to dismantle the company's market sizing claims, citing external research and expert interviews.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
05
Includes a direct interview transcript as evidence of the business model's dependency.Goosehead Insurance, Inc. (GSHD) · Wolfpack Research
Research note Short seller Loop · Cost Of Inaction1 hit
07
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
32
The slide uses a comparison of portfolio share vs. loss share to highlight the high risk of specific loan types.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
62
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
111
The slide uses a list format to enumerate the negative impacts of inaction.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
17
The slide uses a hub-and-spoke diagram to contrast two business lines, highlighting the risk profile of each.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
21
The chart is a standard Bloomberg terminal export.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
22
The chart uses a Bloomberg terminal style aesthetic.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
34
General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
45
The text contrasts formal compliance with potential practical failures in the vigilance framework.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Return with Elixir1 hit
172
This is a screenshot of an email thread, likely used as evidence or a case study in a research note.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
67
The slide uses a simple flow diagram to define the business model and clarify the role of distributors.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
271
The slide uses a visual metaphor to suggest that the reality of the situation is different from what might have been expected or claimed.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
23
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Agitate1 hit
09
Part of an activist investor deck targeting McDonald's.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem1 hit
53
The slide highlights EBITDA decline, FX headwinds, leadership turnover, guidance cuts, and high leverage.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
15
The slide uses a dual-axis chart to show revenue growth vs. YOY growth rate, illustrating the 'hitting a wall' narrative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
14
The slide uses a bearish investment thesis to argue that the stock is overvalued.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
08
The slide uses a narrative structure to build a case against the company by citing specific regulatory actions and investigations.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
25
The slide uses strong, emotive language ('furious', 'painful', 'stupid') to frame the competitive threat.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
35
The slide uses strong, emotive language ('blasted', 'laughed', 'damning') to frame the research findings as a critical indictment of the company's product quality.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
03
This is the cover/introductory page of a short-seller research report.Trustpilot Group PLC (TRST) · Grizzly Research
Research note Short seller Beat · The Monster1 hit
03
The slide uses a historical context to set up a turnaround narrative.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem1 hit