slides · global inventory
Consultants Gambit
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 39,432
Current window 421-450
Pages 1,315
Rows per page 30
Arc
421-450 of 39,432
20
The slide advocates for 3G Capital-style operational efficiency measures.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
05
This is the final page of a shareholder letter, containing numbered questions and signatures.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Situation & ContextLoop · Pattern Hunter2 hits
06
Includes geographic and product revenue breakdowns, plus historical consumption and pricing charts.Deutsche Bank | Investment Banking Pitch Book | 30 slides · Deutsche Bank
Consulting deck Investment bank Beat · Situation & Context2 hits
07
Includes historical financial data, a list of external risk factors, and qualitative quotes from management earnings calls.Deutsche Bank | Investment Banking Pitch Book | 30 slides · Deutsche Bank
Consulting deck Investment bank Beat · Situation & Context2 hits
10
Includes detailed footnotes regarding adjustments and specific financial line items.Duff & Phelps | Investment Banking Pitch Book | 29 slides · Duff & Phelps
Consulting deck Investment bank Beat · Solution & ApproachLoop · Mece Breakdown2 hits
05
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context2 hits
12
The slide uses a contrast structure: identifying three specific problems followed by three corresponding solutions.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication2 hits
26
The slide serves as a collection of external validation for the activist's thesis regarding the divestment of petroleum assets.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits
13
Includes footnotes regarding non-GAAP adjustments, $100M annual operating expense duplication, and $580M annual sourcing dissynergies.Goldman Sachs | Investment Banking Pitch Book | 20 slides · Goldman Sachs
Consulting deck Investment bank Beat · Solution & ApproachLoop · Quick Win Big Bet2 hits
14
Includes sensitivity table for EV/EBITDA multiples and a breakdown of per-share impact of various dissynergies.Goldman Sachs | Investment Banking Pitch Book | 20 slides · Goldman Sachs
Consulting deck Investment bank Beat · Solution & ApproachLoop · Quick Win Big Bet2 hits
15
Includes Goldman Sachs branding and standard investment banking disclaimer.Goldman Sachs | Investment Banking Pitch Book | 20 slides · Goldman Sachs
Consulting deck Investment bank Beat · Solution & ApproachLoop · Quick Win Big Bet2 hits
16
Includes both debt-funded and cash-funded scenarios for both repurchase and dividend options.Goldman Sachs | Investment Banking Pitch Book | 20 slides · Goldman Sachs
Consulting deck Investment bank Beat · Solution & ApproachLoop · Quick Win Big Bet2 hits
04
Includes a footnote regarding the unaffected price date.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Situation & Context2 hits
05
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Situation & Context2 hits
06
Includes a callout box explaining Bill Ackman's personal look-through ownership.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Solution & Approach2 hits
07
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Solution & Approach2 hits
18
The slide uses a table to bridge the gap between asset utilization and margin impact.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
19
The slide uses a before-after comparison to demonstrate operational efficiency gains.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
21
The chart uses a waterfall-like progression to show margin expansion potential.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction2 hits
22
The chart highlights the correlation between activist intervention/company announcements and stock price movement.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After2 hits
23
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After2 hits
24
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After2 hits
25
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After2 hits
01
This is a text-heavy press release document formatted as a single page.Lyft (LYFT) · Engine Capital LP
Press release Activist investor Beat · Situation & ContextLoop · Cost Of Inaction2 hits
02
The slide uses a combination of bar charts to show forecast vs reality and a table to show relative shareholder returns.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
03
Includes two bar charts comparing EV/NTM EBITDA and Price/NTM FCF against a peer group.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
04
Includes a quote from a former leader and a table comparing growth rates and market share shifts.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
05
The slide uses a 'before-after' or 'contradiction' framing to undermine management credibility.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
06
The slide uses a combination of narrative critique and quantitative tables to highlight operational underperformance and M&A value destruction.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
07
Includes an org-chart style diagram showing executive departures and a footnote regarding a $8 million payment.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits