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Pershing Square Capital Management · conference-presentation

Pershing Square | Activist Presentation Deck | 45 slides

45 pages · 3 arc beats · 2 loops

Conference-Presentation Download JSON
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Pershing Square | Activist Presentation Deck | 45 slides

Pershing Square Capital Management · 2013-05
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 20 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits
— 0/1 slides
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides Agitate 7 slides 100% 7/7 slides 100% 7/7 slides · 22 hits
— 0/7 slides
— 0/7 slides
57.1% 4/7 slides 100% 7/7 slides · 12 hits 100% 7/7 slides · 12 hits Solution 12 slides 100% 12/12 slides 100% 12/12 slides · 47 hits
— 0/12 slides
16.7% 2/12 slides 75% 9/12 slides 100% 12/12 slides · 17 hits 100% 12/12 slides · 17 hits

Slide inventory

45
every slide · same image gating as the playbook
01
Slide 1
front_matter
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02
other
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03
Slide 2 from a Pershing Square presentation.establish_context
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04
summarize
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05
establish_context
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06
analyze_data
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07
The slide uses the 'moments of truth' concept, a well-known P&G marketing framework.establish_context
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08
The chart uses a bar-vertical format to visualize ordinal ranking data.analyze_data
Open slide detail
09
The chart uses logos for x-axis labels and highlights P&G in a darker blue color.compare_peers
Open slide detail
10
summarize
Open slide detail
11
The slide uses a logo-grid of iconic P&G brands to reinforce the thesis that innovation is part of the company's DNA.establish_context
Open slide detail
12
transition
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13
diagnose_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
14
quantify_opportunity
Open slide detailBeat · AgitateLoop · Cost Of Inaction
15
The slide uses a comparison table to justify a higher valuation target based on improved organic growth and EBIT margins.quantify_opportunity
Open slide detailBeat · AgitateLoop · Cost Of Inaction
16
transition
Open slide detailBeat · AgitateLoop · Cost Of Inaction
17
Uses a weighted average calculation to justify a 5% long-term growth target.quantify_opportunity
Open slide detailBeat · AgitateLoop · Cost Of Inaction
18
The slide highlights that peers with lower emerging market exposure and weaker brand/category positioning are still achieving higher growth than P&G.compare_peers
Open slide detailBeat · AgitateLoop · Cost Of Inaction
19
transition
Open slide detailBeat · AgitateLoop · Cost Of Inaction
20
The slide uses a bridge-style logic to show how specific line items contribute to the margin expansion.quantify_opportunity
Open slide detailBeat · AgitateLoop · Cost Of Inaction
21
analyze_data
Open slide detailBeat · SolutionLoop · Mece Breakdown
22
The slide highlights a performance gap between P&G's internal plan and industry benchmarks.compare_peers
Open slide detailBeat · SolutionLoop · Mece Breakdown
23
The slide uses a waterfall-style logic to bridge the FY 2011 margin to the FY 2016 estimate.quantify_opportunity
Open slide detailBeat · SolutionLoop · Mece Breakdown
24
The slide uses a quote to frame the strategic opportunity for margin expansion.summarize
Open slide detailBeat · SolutionLoop · Mece Breakdown
25
The slide highlights a potential reduction in SG&A ratio from 14.4% to 14.1% based on peer benchmarks, while noting that this analysis ignores P&G's scale advancompare_peers
Open slide detailBeat · SolutionLoop · Mece Breakdown
26
The slide uses a 'Pershing View' to project peer benchmark performance onto P&G's scale.compare_peers
Open slide detailBeat · SolutionLoop · Mece Breakdown
27
The slide uses a bridge-like structure to justify margin expansion.quantify_opportunity
Open slide detailBeat · SolutionLoop · Mece Breakdown
28
The slide includes a specific note regarding the methodology for adjusting Colgate's gross margin to ensure comparability with P&G.compare_peers
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29
The slide uses a historical quote to validate a current strategic argument about profitability.cite_precedent
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30
transition
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31
The slide uses a 'what-if' scenario to justify a target EPS.quantify_opportunity
Open slide detail
32
transition
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33
summarize
Open slide detail
34
The slide uses a table to quantify the CEO's external commitments to argue against his focus.expose_contradiction
Open slide detail
35
present_solution
Open slide detail
36
summarize
Open slide detail
37
The slide uses a grouped bar chart to compare P&G vs Peer Average over 4 quarters, with a summary table of the performance gap.expose_gap
Open slide detail
38
frame_situation
Open slide detail
39
summarize
Open slide detail
40
The quote highlights the paradox of maintaining a small-company culture while growing larger.summarize
Open slide detail
41
summarize
Open slide detail
42
Slide 41 of a presentation. Includes assumptions about dividends and current stock price.show_valuation_bridge
Open slide detail
43
The slide uses a combination of a callout box for the thesis and a list for the supporting arguments.show_valuation_bridge
Open slide detail
44
The chart highlights P&G's lower valuation relative to competitors like Church & Dwight, Clorox, Colgate, Kimberly-Clark, L'Oréal, and Unilever.compare_peers
Open slide detail
45
preempt_rebuttal
Open slide detail