Matching slides 25,056
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10,951-10,980 of 25,056

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Includes a callout box preemptively addressing the 'longer haul' argument for lower pricing.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
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The slide uses a regression line to show that CP (circled) is performing as expected given its haul length, preempting arguments about poor pricing power.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
23
The slide uses a causal chain at the bottom to suggest that operational efficiency leads to better service, which in turn drives volume and pricing.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
24
The slide uses a callout box to emphasize a specific 200bps loss metric.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
25
The chart uses a vertical dashed line to mark the appointment of Fred Green as CEO in 2006, correlating with a sharp increase in the cost disadvantage.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
26
The chart uses a grouped bar structure to contrast CP's poor performance against CN's efficiency.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
27
The slide uses a regression line to show the expected cost-to-haul relationship and uses an arrow to indicate CP's target performance.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
28
The slide uses a 'before-after' comparison of asset utilization metrics between 2005 and 2010 to highlight operational inefficiency.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
29
Uses a process-style flow to show the progression from a problem to expert testimony to a contradictory management action.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
30
The chart uses a vertical dashed line at 2005 to mark a transition or specific event.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
31
Vertical dashed line at 2005 likely indicates a management change or strategic pivot point.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
32
The chart includes a dashed line showing CP's performance adjusted for CN's CapEx levels, indicating overstated margins.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
33
The chart uses a waterfall structure to show how cash from operations is eroded by various outflows.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
34
The slide uses a comparative framework to illustrate a competitive disadvantage for Canadian Pacific.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
35
The slide uses a list-based critique format to dismantle a past management decision.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
36
The slide uses a causal chain framework to link operational failures to shareholder dilution.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
37
Canadian Pacific Railway (CP)Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
38
Canadian Pacific Railway (CP)Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
39
The chart highlights a performance gap between two entities (CP and CN) regarding asset utilization.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
40
The chart highlights operational inefficiency of CP relative to CN.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
17
The chart includes an arrow annotation to emphasize the growth trend.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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Includes an arrow annotation to emphasize the recent acceleration in inflation.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
19
The slide highlights a policy mismatch where Economy X is growing and inflating while maintaining US-style loose monetary policy.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
20
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
11
The slide highlights the impact of poor planning, weak margins, and over-leverage during the Oesterreicher era.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · ProblemLoop · Before After1 hit
10
Lowe's Companies, Inc. (LOW)Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
11
The table uses a color-coded row structure to group categories. The bottom summary table aggregates the risk levels.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
12
The slide highlights peak performance metrics with red dashed boxes.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
13
The slide includes a footnote clarifying that Home Depot figures represent the entire company due to inconsistent U.S.-only disclosure.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Lowe's Companies, Inc. (LOW)Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit