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Matching slides 110,471
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35,701-35,730 of 110,471
24
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action2 hits
36
Slide 36 from a Pershing Square activist deck.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action2 hits
47
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action2 hits
55
This slide serves as a company profile for an activist investment target.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action2 hits
75
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action2 hits
19
Pershing Square Portfolio (multiple positions)Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Early StrugglesLoop · Before After2 hits
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Slide 25 from an activist investor deck (Pershing Square).Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising SuccessLoop · Before After2 hits
31
Slide 30 of an activist deck, likely part of a thesis presentation.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising Success2 hits
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The slide outlines the sequence of events from November 2014 to April 2015.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising Success2 hits
75
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
86
The slide uses 'The Outsiders' book principles as a framework for evaluating Jarden's management success.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
89
Uses a binary choice structure to frame the valuation argument.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
92
The slide uses a green callout box to emphasize the core thesis.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
106
The slide justifies non-GAAP adjustments by arguing that GAAP accounting conventions for acquisitions do not reflect the underlying economic reality of the business.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
107
This slide is part of a larger activist presentation critiquing Valeant's accounting practices.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
109
The slide uses two distinct sections to frame the argument about tax rate accuracy and sustainability.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
45
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction2 hits
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Slide 49 of a presentation deck.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction2 hits
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Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
86
The chart uses a stacked bar visual to represent LTV coverage ranges (0-80% vs 80-100%).Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
94
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
11
This slide outlines the investigative process, including third-party research and document review.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Analogy2 hits
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This slide is likely from an activist presentation (Pershing Square/Ackman) critiquing Herbalife's business model by highlighting how 'credits' are framed as 'salary'.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Monster2 hits
05
The slide outlines the core pillars of the Valeant business model, including M&A, leverage, and decentralized structure.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Complication2 hits
12
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Loop · Logic Chain2 hits
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Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 2 hits
37
The slide uses specific financial metrics (EBITA, Gross Margin, Forward EPS) to establish a peer benchmark for Valeant's portfolio durability.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 2 hits
46
The slide details specific financial ratios (90% conversion, 4x leverage target, 5.75% cost of debt) and compares them to current/transaction-specific metrics.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 2 hits
08
This is a page from a shareholder letter/activist report. It lists specific presentations and profiles of distributors to build a case against the company.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Solution & Approach2 hits
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The document uses a 'ceo-quote-contradiction' framework to undermine executive credibility.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Evidence & Proof2 hits