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Matching slides 110,471
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35,731-35,760 of 110,471
25
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Solution & ApproachLoop · Pattern Hunter2 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 After2 hits
64
This slide is part of an activist investor presentation (Pershing Square) arguing for a short position.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 2 hits
66
The slide uses a dual-axis combo chart (bar + line) to illustrate the correlation between member counts and YoY growth rates.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 2 hits
68
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 2 hits
25
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction2 hits
26
The slide uses a green callout box for the CEO's performance and a yellow highlight for the track record of EPS growth.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction2 hits
18
The title references Benjamin Graham's famous 'weighing machine' metaphor for the stock market.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · Problem Statement2 hits
35
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · Solution2 hits
43
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction2 hits
44
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction2 hits
51
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor 2 hits
53
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor 2 hits
59
The slide uses a 'good news, bad news' structure, ending with a critical takeaway in a blue callout box.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor 2 hits
70
The slide uses a two-part structure: positive performance highlights followed by a rebuttal to market concerns about oil price exposure.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Loop · Before After2 hits
75
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor 2 hits
88
The slide uses external legal and political precedents to build the case against the company.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor 2 hits
90
The slide uses a combination of bar charts for absolute values and line charts for YoY growth to illustrate the business decline.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor 2 hits
91
The slide uses a combination of bar and line charts to illustrate the deceleration of key operational metrics.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor 2 hits
92
The slide uses a dual-axis combo chart (bar + line) to demonstrate declining performance metrics over time.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor 2 hits
15
Uses legal citations to support the thesis that the business model is driven by internal qualification rather than external retail sales.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Aha Moment2 hits
13
The slide highlights the contradiction between Valeant's accounting consolidation of Philidor and their public claim of non-control.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Evidence2 hits
19
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Preempt Rebuttal2 hits
20
The table serves as a precedent for regulatory risk and financial impact in the pharmaceutical industry.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Preempt Rebuttal2 hits
32
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 · Resolution2 hits
33
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 · Resolution2 hits
37
Uses historical precedent to frame current investment thesis.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution2 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 & Approach2 hits
64
This is an activist short-seller slide (Pershing Square) framing regulatory risk as a catalyst for the company's collapse.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 2 hits
68
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 2 hits