slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 49,621-49,650
Pages 3,679
Rows per page 30
Component
49,621-49,650 of 110,355
15
The chart highlights Pershing Square's performance relative to the S&P 500 in different market conditions.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
21
This slide is likely part of a 'What We Said vs. What We Did' sequence common in activist investor presentations.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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The slide uses numbered list items to categorize strategic actions taken by the firm.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
24
The slide uses a structured list format to convey three pillars of stability.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
27
The slide uses a checkmark system to validate investment criteria for four companies: United Technologies, Lowe's, Starbucks, and Hilton.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
28
The slide highlights specific board and management changes at ADP, Chipotle, Lowe's, and United Technologies.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
29
The slide uses a comparison frame to justify a higher earnings multiple by highlighting superior quality and growth metrics.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
30
The slide illustrates the valuation gap between current market prices and the discounted value at PSH.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
31
The slide uses a contrast-pairs framework to differentiate the business model of PSH from traditional hedge funds.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
33
Slide 33 of the deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
10
The slide uses a stacked bar chart with CAGR annotations to illustrate the shift in earnings contribution.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
11
The chart uses a dual-axis approach (implied) to show absolute dollar buybacks and cumulative percentage of market cap.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
14
The slide uses a mix of custom dot-plot/flow diagrams, a grouped bar chart, and media clippings to build a narrative of market growth.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
16
Includes an inset chart comparing systemwide sales for the top 3 players.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
17
The table highlights the contrast between US market dominance and international white space.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
19
The chart highlights a 13-year average of 5% growth, with a clear visual distinction between transaction and ticket contributions.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 hit
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The chart uses a stacked bar format to illustrate the components of SSS growth, with a dashed line indicating the long-term average.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 hit
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The chart highlights an 8% CAGR over the period.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 hit
22
The chart uses a grouped bar format to compare two categories over time.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 hit
23
The map uses a color gradient to represent population density per store, with red indicating higher density (fewer stores per capita) and blue indicating lower density (more stores per capita).Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
25
The chart uses a stacked bar approach where the total height represents the sum of China and Rest of World units.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
26
The slide uses a bar chart to illustrate the growth trajectory of Starbucks in China, comparing current estimates, management targets, and long-term potential relative to the U.S. market.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
29
The chart highlights a deceleration in growth and notes a specific accounting/loyalty program distortion between Q3 2016 and Q2 2017.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
30
The slide highlights specific product categories (Core Beverage and Frappuccino) with red dashed boxes to emphasize their contribution to the growth deceleration.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
37
Includes a 53rd week adjustment note for 2016.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
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The table uses a decomposition framework to arrive at the total SSS growth figure.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
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Starbucks (SBUX)Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
40
The chart uses a waterfall-bridge structure to decompose EPS growth drivers.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
41
The slide uses a 'Summary Valuation' table to justify an investment thesis based on historical reversion.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Financials1 hit
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Includes historical context on EPS growth and P/E multiples at the bottom.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Financials1 hit