slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 3,271-3,300
Pages 10,128
Rows per page 30
Component
3,271-3,300 of 303,834
77
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action3 hits
29
The slide uses a chronological list format to document historical milestones of the activist campaign.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After3 hits
34
The slide uses a clear split between acquisitions and exits to demonstrate portfolio turnover.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action3 hits
137
The slide uses a Q&A format to highlight the strategic misalignment between the parent company (ADP) and the spun-off entity (CDK).Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
165
The slide uses a Q&A format to highlight management's strategic rationale for platform consolidation.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
46
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action3 hits
78
Uses red circles to draw attention to the discrepancy in performance targets between the two companies.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The VictoryLoop · Quick Win Big Bet3 hits
04
This slide serves as an introduction to the activist investor's credibility and history.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 3 hits
11
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After3 hits
03
BMC Software (BMC)BMC Software (BMC) · Elliott Management
Activist deck Activist investor 3 hits
55
The slide uses a list of PE firms and their portfolio companies to demonstrate market activity and interest in the software sector.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 3 hits
43
Uses a red dashed box to highlight a conflict of interest regarding the Lead Independent Director.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction3 hits
22
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After3 hits
14
Uses an org chart to highlight TIM's position and a list of divested logos to establish the pattern of divestment.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate3 hits
50
Slide 49 of a presentation deck.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction3 hits
40
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 3 hits
34
Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)3 hits
67
The table highlights the 9.4% cap rate column and the 5.5% ownership row as the break-even point.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
04
The slide serves as a corporate profile/credibility statement for the activist firm.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 3 hits
33
The slide uses a split-column layout to contrast board-level changes with management-level expectations.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · Solution3 hits
15
This is a cover/introductory page for a research report by Grizzly Research.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Evidence & Proof3 hits
40
This is a text-heavy legal document page, likely part of a research report by Grizzly Research.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Impact & Next Steps3 hits
06
Includes footnotes detailing specific instruments and tranches.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle3 hits
11
Page 11 of a shareholder letter/proposal document.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Evidence & Proof3 hits
149
This appears to be a page from a formal government or central bank memorandum, likely related to the 1983 Hong Kong dollar crisis.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 3 hits
02
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Press release Activist investor 3 hits
42
The slide uses a list-based argument structure to address potential concerns about transaction complexity and cost.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution3 hits
28
The slide highlights key structural improvements: opt-in model, reduced opportunity cost, capital tailoring, extended duration, no underwriting fees, and simplified capital structure.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization3 hits
32
The slide uses a split-layout to contrast new investments (logos) with exited investments (table).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization3 hits
29
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 · Solution & Approach3 hits