slides · global inventory
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Matching slides 42,534
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20,161-20,190 of 42,534
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Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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The slide defines 'Permanent' capital as the sum of GP and affiliates (4%), deferred incentive fees (3%), PSH NAV (33%), and PSH bond (8%).Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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The slide provides a snapshot of the valuation gap between the market price and the NAV of the fund.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a dual-line chart to visualize the valuation gap.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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The chart highlights a significant disparity between broker-traded and exchange-traded volumes.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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The slide highlights that broker trading volume is 2.3x exchange traded volume.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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Page number 80 at the bottom center.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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The slide uses authority citations to frame the severity of the regulatory action.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a before-after structure to explain a regulatory change in compensation policy.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a direct quote from an FTC legal filing to frame a problem statement.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a contrast-pairs approach to expose the company's shifting narrative regarding data collection requirements.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a chronological list to frame expectations for the company's future.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
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Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
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Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
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Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
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The slide uses a 'floor' valuation approach to argue for the stock's undervaluation.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
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The slide uses a DCF-style valuation bridge to demonstrate upside potential from the current share price of $111.50.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
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The slide uses a DCF-style valuation bridge to calculate potential returns based on 2020 EPS projections.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
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Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
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This slide serves as a historical precedent for corporate fraud and due diligence failure.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
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Uses historical precedent to frame current investment thesis.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
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Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
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Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
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The table uses a weighted average approach (70% * 20.0x + 30% * 8.0x = 16.4x).Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses a 10% discount rate for PV calculations and assumes a constant 16x NTM P/E multiple.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit