slides · global inventory
All filtered slides
Global slide inventory for the active corpus filters, with each row opening the slide detail view.
Corpus coverage
319,975 slides
319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.
- Total slides
- 319,975
- Described
- 319,974
- Pending
- 1
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Slide type composition
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Slide type
Showing 319,974 described slides — 100.0% of 319,975 rendered pages
+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
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Slide collection
134,881-134,940 of 319,975
88
The slide uses callout boxes to correlate specific corporate milestones with stock price movements.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
89
Uses a binary choice structure to frame the valuation argument.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
90
The slide uses a custom qualitative scoring framework represented by pie charts.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
91
The slide highlights specific financial and strategic pitfalls such as overpaying for acquisitions and focusing on GAAP earnings over economic earnings.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
92
The slide uses a green callout box to emphasize the core thesis.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
93
The slide uses a before-after framing to demonstrate that realized synergies consistently exceeded initial announcements.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
94
The slide lists 36 companies in the table, but the header text mentions 58 companies. The data is sourced from Capital IQ as of 4/21/2014.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
95
The table shows ranks 37-58, implying this is part of a larger list. Data source is Capital IQ.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
96
Uses a visual dot-fill system to represent high vs low value indicators.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
97
The slide uses a pro-forma bridge to justify the acquisition price and expected returns.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
98
The slide uses a hypothetical scenario to justify a valuation premium based on asset acquisition scale.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
99
The chart illustrates the expansion of the P/E multiple from 2008 to 2014.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
100
The slide consists of a single callout box containing the core investment thesis.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
101
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
102
The slide uses a contrast-pair structure to highlight the perceived reliability of Valeant's synergy track record versus the uncertainty of standalone Allergan's growth drivers.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
103
The slide uses a calculation table to demonstrate the break-even point for the transaction value.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
104
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
105
Allergan, Inc. (AGN)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
107
This slide is part of a larger activist presentation critiquing Valeant's accounting practices.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
108
This slide attempts to normalize earnings by removing costs the company deems non-recurring.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
109
The slide uses two distinct sections to frame the argument about tax rate accuracy and sustainability.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
110
The slide includes a summary table of undiscounted cash flows and a detailed table of discounted cash flows at a 10% discount rate.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
01
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Situation & Context1 hit
02
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Situation & Context1 hit
03
Slide provides a snapshot of the GSEs' market position and financial state as of May 2014.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Situation & Context1 hit
04
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Situation & Context1 hit
05
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
06
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
07
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
08
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
09
The chart illustrates the market share shift in residential mortgages over three decades.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
10
The chart illustrates the expansion of GSE market share at the expense of other categories, with a notable temporary spike in Private-Label MBS leading up to the 2008 crisis.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
11
The chart highlights the shift in market dominance toward GSEs following the 2008 financial crisis.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
12
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
13
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
14
The chart uses a dashed oval to highlight the US column. The source is Dr. Michael Lea, 2010.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
15
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
16
The U.S. column is highlighted with a dashed oval to emphasize its outlier status regarding MBS funding.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
17
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & Approach1 hit
18
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & Approach1 hit
01
This is a formal letter document, not a standard presentation slide.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
The slide functions as a critical analysis of Herbalife's business practices, using an analyst's report to expose potential weaknesses.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Situation & Context1 hit
03
This is a page from a shareholder letter/report, likely from an activist investor or analyst, critiquing management's performance and communication.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Problem & Complication1 hit
04
This is a page from a shareholder letter/report, likely from an activist investor or short-seller.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Problem & Complication1 hit
05
This is a page from a formal letter/report by Pamela Jones Harbour.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Problem & Complication1 hit
06
This is a page from a formal letter/report by Pamela Jones Harbour. It uses strong, accusatory language to frame the business model as a pyramid scheme.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Problem & Complication1 hit
07
This is a page from a shareholder letter/report by Pamela Jones Harbour.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Solution & Approach1 hit
08
This is a page from a shareholder letter/activist report. It lists specific presentations and profiles of distributors to build a case against the company.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Solution & Approach1 hit
09
This is a page from a formal letter/report, likely part of an activist campaign or regulatory submission.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Solution & Approach1 hit
10
This is a page from a shareholder letter/report by Pershing Square (implied by the context of the footnotes).Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Solution & Approach1 hit
11
This is a page from a letter by Pamela Jones Harbour to Herbalife, focusing on compliance failures and the need for structural reform.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
12
This is a page from a formal letter/report by Pamela Jones Harbour.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
13
This is a page from a formal letter/report, likely from an activist investor or critic.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
14
The document uses a 'ceo-quote-contradiction' framework to undermine executive credibility.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
15
This slide is part of a legal or regulatory filing (Pamela Jones Harbour, 2014) exposing deceptive marketing practices.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
16
This is a page from a formal letter/report, likely legal or regulatory in nature, focusing on exposing corporate misconduct.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
17
This is a page from a formal letter/report, likely legal or regulatory in nature, focusing on corporate compliance and deceptive practices.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
18
This is a page from a Pershing Square shareholder letter/report criticizing Herbalife's business practices.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
19
This is the final page of a shareholder letter/legal correspondence.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit