Matching slides 110,471
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35,641-35,670 of 110,471

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Burger King Worldwide Holdings (BKW)Burger King Worldwide Holdings (BKW) · Justice Holdings Ltd.
Activist deck Activist investor Beat · Situation & Context2 hits
08
Includes valuation metrics derived from a specific transaction (Justice).Burger King Worldwide Holdings (BKW) · Justice Holdings Ltd.
Activist deck Activist investor Beat · Solution & ApproachLoop · Why Now2 hits
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Canadian Pacific Railway (CP)Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Monster2 hits
07
Uses a rhetorical question to frame the proxy contest as a simple choice between two candidates.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Monster2 hits
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Canadian Pacific Railway (CP)Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Monster2 hits
13
Uses a contrast frame to preemptively address potential shareholder fears regarding a change of control.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Monster2 hits
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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 Inaction2 hits
38
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 2 hits
13
The slide uses a contrast-pairs framework to explain the divergence in segment performance.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 2 hits
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Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 2 hits
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Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 2 hits
25
The slide uses a comparison frame to show the post-split structure of the company.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown2 hits
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The slide highlights accounting/reporting practices that potentially mislead investors regarding portfolio performance.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 2 hits
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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 2 hits
104
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 · Solution (Provide relief)2 hits
105
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 · Solution (Provide relief)2 hits
124
Uses a before-after-bridge style logic to justify immediate action.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Why Now2 hits
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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 · Solution (Provide relief)Loop · Why Now2 hits
06
Lowe's Companies, Inc. (LOW)Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor 2 hits
52
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action2 hits
67
The slide uses a balance sheet structure (Assets vs Liabilities) to define the ideal REIT profile.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action2 hits
03
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
06
The slide outlines specific legal constraints and exceptions for NRSROs (Nationally Recognized Statistical Rating Organizations).NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Solution & ApproachLoop · Mece Breakdown2 hits
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NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Evidence & Proof2 hits
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NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Evidence & Proof2 hits
11
The slide uses a side-by-side comparison to highlight the shift from an issuer-pay model to an investor-pay model.NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Impact & Next StepsLoop · So What Cascade2 hits
15
The slide uses a Q&A format to frame the lack of transparency as a deliberate attempt to protect the stock price from negative sentiment regarding tenant quality.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Expose Contradiction2 hits
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The slide highlights a specific governance practice regarding executive compensation.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 2 hits
71
Uses a classic 'They say / We say' structure to expose hypocrisy.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)2 hits