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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 110,355
Current window 49,531-49,560
Pages 3,679
Rows per page 30
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49,531-49,560 of 110,355

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77
The chart highlights a significant disparity between broker-traded and exchange-traded volumes.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
78
Includes a specific callout regarding the ratio of broker trading volume to exchange traded volume.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
11
The chart demonstrates the fund's relative outperformance in down months compared to the S&P 500.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
24
The slide highlights five specific investment positions, including one undisclosed.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
25
The slide uses a table to show that stock price appreciation during the diligence phase limited the firm's ability to accumulate larger positions in Hilton, Nike, and S&P Global.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
29
Includes a footnote regarding the PSH High Water Mark date.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
31
This slide outlines the core activist thesis for ADP, focusing on operational improvements and valuation gap.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
33
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
36
The chart highlights specific events (Pershing Square 13D, margin target raises, Kraft Heinz bid, CEO transition) and their correlation with share price movement.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
40
The slide uses a timeline-annotated line chart to correlate specific management/operational events with stock price volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
43
The slide uses a structured list format to highlight operational success, valuation gap, and corporate strategy.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
44
The slide uses callout boxes to link specific dates and events to the share price trajectory.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
48
The chart highlights the contrast between the initial short thesis and the subsequent share price appreciation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
57
Page number 57 at the bottom.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
07
The slide uses a table to decompose the company's revenue and profit structure, highlighting the distinct nature of the float income.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
09
The slide uses a table of financial projections to set up a critique of management's incentive structure.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
16
The slide uses a 'villain' framing by characterizing ADP's strategy as 'cobbled' together.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
18
Includes a testimonial/quote from a former SVP to validate the critique.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
20
Uses two distinct 2x2 matrix frameworks to frame ADP as a laggard.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
22
Uses a 'zoom-in' visual technique to highlight the National Accounts segment from a larger table.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
23
The chart uses a combination of trend lines and discrete data points to illustrate market share erosion.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
Focuses on Ultimate Software as a specific competitive threat.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
Uses a circular process diagram feeding into a linear outcome box.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
27
Uses a 'before-after' framing logic to contrast current operational underperformance with potential future growth.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
31
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
39
The slide uses a bar chart to contrast 'Operational Revenue' with adjusted figures to expose accounting-driven growth inflation.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
08
The slide outlines a business strategy focused on long-term value, conservative financing, and controlled development.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
14
The slide uses a comparison table to establish the scale and maturity of HHC's assets.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
35
The slide uses a 'back of the envelope' approach to justify lower capitalization and discount rates for HHC's assets.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
41
This is the 'before' slide in a before-after sequence showing urban development.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit