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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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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
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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

139,321-139,380 of 319,975

filter-aware
06
The chart highlights a significant performance gap between the fund and the index.Pershing Square portfolio (multi-target) · William Ackman
Activist deck Activist investor Beat · Evidence1 hit
08
The slide displays two side-by-side tables categorizing investments as 'Winners' or 'Losers' with their respective percentage returns.Pershing Square portfolio (multi-target) · William Ackman
Activist deck Activist investor Beat · Evidence1 hit
27
The slide uses a timeline-annotated line chart to demonstrate value creation following activist intervention.Pershing Square portfolio (multi-target) · William Ackman
Activist deck Activist investor Beat · DevelopmentLoop · Before After1 hit
31
The slide uses a line chart with callout boxes to correlate specific news events with stock price drops.Pershing Square portfolio (multi-target) · William Ackman
Activist deck Activist investor Beat · Development1 hit
45
The slide uses a timeline-annotated line chart to correlate corporate milestones and activist interventions with stock price growth.Pershing Square portfolio (multi-target) · William Ackman
Activist deck Activist investor Beat · ReflectionLoop · Before After1 hit
08
The slide uses a split-table format to contrast positive and negative performance contributors.Pershing Square portfolio (Allergan, Herbalife, Canadian Pacific, Air Products, Restaurant Brands, Platform Specialty, Zoetis, Howard Hughes, Fannie/Freddie) · William Ackman
Activist deck Activist investor 1 hit
16
The diagram uses a central triangle to represent the entity, with inflows from IPO and private phase/rollover sources.Pershing Square portfolio (Allergan, Herbalife, Canadian Pacific, Air Products, Restaurant Brands, Platform Specialty, Zoetis, Howard Hughes, Fannie/Freddie) · William Ackman
Activist deck Activist investor 1 hit
27
The slide uses a timeline-annotated line chart to demonstrate value creation following activist intervention.Pershing Square portfolio (Allergan, Herbalife, Canadian Pacific, Air Products, Restaurant Brands, Platform Specialty, Zoetis, Howard Hughes, Fannie/Freddie) · William Ackman
Activist deck Activist investor 1 hit
30
The slide uses callout boxes to annotate specific dates on a line chart, illustrating the correlation between news events and stock price movement.Pershing Square portfolio (Allergan, Herbalife, Canadian Pacific, Air Products, Restaurant Brands, Platform Specialty, Zoetis, Howard Hughes, Fannie/Freddie) · William Ackman
Activist deck Activist investor 1 hit
45
The slide uses a timeline-annotated line chart to correlate corporate milestones and activist interventions with stock price growth.Pershing Square portfolio (Allergan, Herbalife, Canadian Pacific, Air Products, Restaurant Brands, Platform Specialty, Zoetis, Howard Hughes, Fannie/Freddie) · William Ackman
Activist deck Activist investor 1 hit
06
The chart highlights the significant outperformance of Pershing Square, L.P. (503.1%) compared to the S&P 500 (163.4%) over the specified period.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
13
The slide explicitly attributes the negative performance to the Valeant investment.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
15
The slide uses a table structure to categorize holdings into high-quality businesses (~80%), higher-risk smaller investments (~20%), and a short position (~-9%).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
20
The chart uses a 'before-after' framing to highlight the gap between current targets and potential optimized performance.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Before After1 hit
21
The slide uses a red bar for the subject company (Mondelez) and blue bars for peers to highlight the performance gap.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Before After1 hit
86
The chart uses a timeline-based annotation style to correlate stock performance with specific activist interventions and management changes.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
10
The chart shows Pershing Square significantly outperforming the S&P 500 over the period, despite a sharp decline after 2015.Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · SetupLoop · Logic Chain1 hit
18
The chart uses a stacked bar for headcount (investment vs other) and two line series for financial performance (AUM and Net Return).Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · ComplicationLoop · Logic Chain1 hit
32
The chart highlights the correlation between activist events and share price appreciation.Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · Evidence1 hit
40
The slide uses a timeline-annotated line chart to correlate specific corporate events with share price volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · Evidence1 hit
53
The chart uses dual y-axes to correlate discount levels with performance trends.Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · Development1 hit
02
The slide uses quantitative underperformance data to justify an activist campaign against a merger.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
07
The slide uses a combination of a bar chart for historical revenue concentration and a floating bar chart (range) for analyst revenue estimates.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
08
Uses a stacked area chart to show revenue projections and pull-quotes to highlight past management over-promising.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
09
The slide uses a combination of a line chart to show financial decline and a timeline to show management's shifting narrative.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
13
Uses a 'CEO Quote vs. Reality' structure to highlight management failure.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · SolutionLoop · Voice Of Customer1 hit
01
Slide 1
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
02
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
03
Uses strong, accusatory language ('deceive', 'disingenuous', 'mislead', 'fooled') to frame the incumbent management as untrustworthy.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
04
Uses a classic 'Claim vs. Reality' structure to frame the target company's narrative as deceptive.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
01
Slide 1
The quote is used to contrast the 'String of Pearls' strategy with the current merger strategy.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
09
Uses a visual equation (Historical Acquisitions + Internal R&D = Success) vs (Celgene Acquisition = High Risk/Patent Cliff) to frame the contradiction.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
16
The slide uses a bar chart to show historical revenue concentration and an area chart to show the projected revenue decline of Celgene's portfolio.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
20
Uses a waterfall-style bridge to reallocate synergies from marketed products to the pipeline.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
24
Uses a timeline visualization to highlight the gap between historical performance (3 launches in 15 years) and projected performance (10 launches in 8 years).Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
28
The chart uses a scatter/line hybrid to show the relationship between 2028 revenue and NPV, highlighting specific failure points.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
08
The slide uses strong, emotive language ('wrong spin-off', 'value destructive', 'permanently impaired') to frame the management's proposal as a threat to shareholder value.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Hypothesis Test1 hit
12
The slide uses a 'break-even' analysis to highlight the risk of multiple compression in a spin-off scenario.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Hypothesis Test1 hit
14
The slide uses a valuation bridge to demonstrate the value leakage of keeping real estate assets within an operating company (OpCo) versus separating them into a REIT structure.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
19
Uses a custom 'fully-leased EBITDA' metric to normalize for real estate ownership structures.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
87
Uses visual evidence to support a critique of corporate overhead (G&A).Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
107
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
03
The slide uses a timeline-annotated line chart to correlate M&A activity with stock performance.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · SetupLoop · Before After1 hit
11
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
15
The chart uses a timeline-based annotation style to correlate corporate events with stock performance.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Evidence1 hit
18
Uses a qualitative scoring system (full circle, half circle) to assess Valeant against specific criteria.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
20
The slide uses a valuation bridge format to justify the acquisition value creation.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
32
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Summary1 hit
07
Right-hand portion of the chart (Sep-Oct 2015, showing sharp price decline) is grayed out with a 'See next page' label, deferring that period to a follow-up slide.Valeant Pharmaceuticals International (VRX) · 01_Pershing_Square
Activist deck Activist investor 1 hit
13
The slide uses a list format to build a case for regulatory scrutiny.Valeant Pharmaceuticals International (VRX) · 01_Pershing_Square
Activist deck Activist investor 1 hit
14
The slide uses color-coding to distinguish between Valeant and Philidor entities, with a focus on the timeline of their business relationship.Valeant Pharmaceuticals International (VRX) · 01_Pershing_Square
Activist deck Activist investor 1 hit
26
This slide is designed to defend Pershing Square against potential accusations of complicity or prior knowledge regarding Valeant's controversial Philidor acquisition.Valeant Pharmaceuticals International (VRX) · 01_Pershing_Square
Activist deck Activist investor 1 hit
31
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · 01_Pershing_Square
Activist deck Activist investor 1 hit
35
The slide uses a simple callout box to set up a comparison with a past corporate scandal.Valeant Pharmaceuticals International (VRX) · 01_Pershing_Square
Activist deck Activist investor 1 hit
01
Slide 1
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
06
Uses a hub-and-spoke diagram to show the duality of the company's messaging.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
11
Uses a rhetorical question to cast doubt on the legitimacy of the company's business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Villain CritiqueLoop · Pattern Hunter1 hit
62
The slide highlights specific legal citations (S.E.C. v. International Loan Network and In re Koscot Interplanetary, Inc.) to support the thesis.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Cite PrecedentLoop · Precedent1 hit
332
The slide uses a dual-axis combo chart to correlate executive selling behavior with stock performance.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
334
Uses the famous Brandeis quote to justify the activist intent of the presentation.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Closing AskLoop · Cost Of Inaction1 hit