slides · global inventory
Evidence
Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 40,452
Current window 15,211-15,240
Pages 1,349
Rows per page 30
Beat
15,211-15,240 of 40,452
45
This slide serves as a summary of the investment case for UMG, likely from a Pershing Square activist presentation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
46
The chart uses callouts to correlate specific market events (Spotify/YouTube pricing, UMG corporate actions) with share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
47
This is a classic activist investor thesis slide summarizing the bull case for a portfolio company.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
48
The slide uses a timeline-annotated line chart to contextualize stock performance against specific company milestones.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
49
The slide uses a structured list format to present the investment thesis, focusing on business quality, growth, and valuation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
50
The chart uses callouts to correlate specific corporate milestones with share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
51
This slide uses a structured list format to present key investment pillars.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
52
The slide uses a comparison table to highlight a valuation gap between QSR and its primary competitors.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
53
The chart uses callout boxes to link specific dates to corporate milestones (acquisitions and leadership changes).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
54
This slide serves as a summary of the investment thesis for Chipotle, highlighting both historical performance and future growth drivers.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
55
The chart uses callouts to link specific historical events to share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
56
This slide serves as a high-level thesis summary for an activist investor presentation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
57
The slide justifies a specific financial instrument strategy (derivatives) as a way to maintain exposure while freeing up capital and avoiding 13-F disclosure.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
58
The chart highlights the negative impact of specific earnings reports and guidance changes on the stock price.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
59
The slide uses a structured list format to highlight key performance indicators and strategic outlooks.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
60
The slide highlights the growth of HLT stock relative to an initial cost basis of $73.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
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 & Approach1 hit
27
The slide argues for a re-rating of BHP based on peer valuation multiples.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
28
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
29
The slide uses a dual-chart approach to show cash generation and balance sheet strength.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
30
This is a continuation slide detailing the mechanics and rationale for a specific capital allocation strategy.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
31
This slide presents a financial proposal from Elliott Management regarding BHP's capital allocation strategy.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
32
The slide uses external analyst quotes to build credibility for the activist's argument regarding capital allocation.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
05
This appears to be a screenshot of a Spotify web page, not a traditional regulatory filing slide.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence1 hit
06
The slide is a screenshot of a YouTube video page. The text contains a formal legal disclaimer regarding a proxy contest.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence1 hit
07
The slide appears to be a composite of a legal disclosure text block and a screenshot of a YouTube video feed, likely used as a placeholder or filler in a presentation deck.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence1 hit
08
This is a screenshot of a web page (Apple Podcasts) used as a regulatory disclosure vehicle.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence1 hit
09
Southwest Airlines (LUV)Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence1 hit
10
This is a screenshot of a social media post or video player interface.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence1 hit
03
The chart uses a dual-axis approach (bars for absolute EBITDA, line for margin percentage) and includes a watermark.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Beat · DesireLoop · Cost Of Inaction1 hit