Matching slides 26,550
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17,461-17,490 of 26,550

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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
143
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
144
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
145
Page number 144 included in bottom right.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
146
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
147
This slide serves as a diagnostic inquiry list, likely used to pressure management for transparency on underperforming areas.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
148
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
150
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
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This is a classic activist investor 'case for change' slide.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Problem Statement1 hit
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The slide contains only header and footer metadata.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Problem Statement1 hit
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Uses a chronological list of quotes to highlight management's failure to deliver on stated strategic goals.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide contains only header and footer information.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
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Uses CEO quotes to highlight the gap between management's stated strategy and actual financial performance.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
The slide uses a visual comparison of two bar charts to contrast BMC and CA performance, with a vertical text label 'Management's Failed Projections'.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
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Slide 1
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Setup1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Setup1 hit
03
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Setup1 hit
04
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Setup1 hit
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The slide uses a combination of percentage returns and basis point (bps) outperformance metrics.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Complication1 hit
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The table is split into two periods: PSLP (2004-2012) and PSH (2013-2020).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Complication1 hit
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The chart uses a vertical dashed line to mark the launch of PSH on December 31, 2012.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Complication1 hit
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The table aggregates positions with less than 50 basis points of contribution, except for share buybacks.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Complication1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Evidence1 hit
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The chart uses a red dashed box to emphasize the 'Down Months' performance gap.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Evidence1 hit
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The chart uses a dotted line to visually connect the peak loss point for both indices in March 2009.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Evidence1 hit
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The slide uses a callout box to specifically contrast peak losses in March 2020.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Evidence1 hit
32
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Solution1 hit
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The chart uses a dual-line approach to show the adjusted performance including warrants versus the standalone share price.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Solution1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Solution1 hit