slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 3,661-3,690
Pages 2,019
Rows per page 30
Component
3,661-3,690 of 60,568
08
The slide displays two side-by-side tables categorizing investments as 'Winners' or 'Losers' with their respective percentage returns.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Interest2 hits
59
The slide provides a snapshot of the discount to NAV for PSH, including specific historical high/low/average discount data.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement2 hits
07
The slide uses a split-table format to contrast positive and negative performance contributors.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 2 hits
06
The slide uses a standard 'Winners and Losers' format common in investor reporting to attribute performance to specific portfolio positions.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Interest2 hits
14
Includes performance data from 2004-2017 for L.P. and 2013-2017 for Holdings.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain2 hits
18
Includes a detailed footnote regarding methodology changes and specific litigation reserve impacts.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction2 hits
44
Uses a scenario analysis to demonstrate how client mix shifts mask revenue stagnation.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
110
The slide includes a summary table of undiscounted cash flows and a detailed table of discounted cash flows at a 10% discount rate.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
08
The slide uses a split-table format to contrast positive and negative performance contributors.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
10
Includes a detailed disclaimer regarding the calculation of AUM and the inclusion of Air Products investments.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
77
The slide uses a red circle and dashed arrow to highlight the reduction in ROCE targets between the two periods.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The VictoryLoop · Quick Win Big Bet2 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 Bet2 hits
91
The slide highlights the $10.01 EPS and $140.18 intrinsic value at 65% OR and 6% growth.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor 2 hits
41
The slide uses a central diagram to position BMC between traditional infrastructure software and next-gen SaaS players.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
57
The slide uses two side-by-side sensitivity tables to demonstrate the impact of debt-funded share repurchases on EPS.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
15
The slide uses a two-part table structure to contrast incumbent board members with proposed shareholder nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
25
Includes a map of US oil/liquids plays and a valuation bridge for the proposed spinoff.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
27
Includes precedent transactions for midstream and downstream divestitures.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
34
The table highlights specific share price outcomes corresponding to different operational and structural scenarios.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits
72
The slide uses market benchmarks to justify a specific fee level, framing it as a conservative estimate.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach2 hits
55
Uses a stacked bar visual to represent LTV coverage ranges.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach2 hits
133
Uses a before-after comparison to expose accounting manipulation.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain2 hits
185
Uses two side-by-side tables to highlight a discrepancy in the 'Active' metric.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 2 hits
55
Slide 54 of a presentation deck.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model2 hits
11
The table uses a color-coded row structure to group categories. The bottom summary table aggregates the risk levels.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
15
The slide uses a 'Memo: Capitalization' table to support the valuation multiples calculation.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
16
The slide highlights management's growth targets and compares them to current market valuation.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
07
The slide uses a split-table format to contrast positive and negative performance contributors.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 2 hits
74
The slide provides a snapshot of the valuation gap between the fund's NAV and its market trading price.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps2 hits
42
Includes historical context on EPS growth and P/E multiples at the bottom.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Financials2 hits