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Matching slides 110,471
Current window 35,791-35,820
Pages 3,683
Rows per page 30
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35,791-35,820 of 110,471

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08
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Need2 hits
40
The slide uses a structured list format to present key investment thesis points.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Before After2 hits
52
Page number 52 included at bottom.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action2 hits
53
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action2 hits
48
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
50
The slide uses a 'bad news/good news' structure to pivot from legal setbacks to investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
80
Uses a 'preempt rebuttal' style to dismantle specific management claims.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
86
Includes two testimonial quotes from a 'Former VP Business Transformation' to support the argument.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
117
Uses a 'villain' framing by characterizing the corporate culture as 'insular' and 'bureaucratic'.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
127
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
130
The chart uses a waterfall-bridge format to show the components of EPS growth.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
141
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution2 hits
161
The slide uses a bulleted list structure to frame the argument that ADP's performance is largely due to industry-wide tailwinds rather than unique operational excellence.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
22
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle2 hits
26
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire2 hits
32
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire2 hits
38
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction2 hits
40
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction2 hits
42
The slide uses a classic activist investor thesis structure: strong fundamentals + valuation gap = upside.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action2 hits
44
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action2 hits
50
The slide uses a chronological list structure to build a case for investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action2 hits
24
Includes a footer note regarding Pershing Square's acquisition of a 10% stake in UMG.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization2 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 · Visualization2 hits
33
The slide uses a hierarchical bulleted list to define the investment philosophy.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization2 hits
38
Slide 38 of an activist investor deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization2 hits
52
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization2 hits
56
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization2 hits
32
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Solution2 hits
40
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
48
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits