slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,138
Current window 51,991-52,020
Pages 2,605
Rows per page 30
Component
51,991-52,020 of 78,138
51
The slide highlights the massive value destruction of the investment.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
55
The slide uses a callout to highlight Pershing Square's initial investment and subsequent purchase, contrasting the stock's performance against the initial $10 price point.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
58
The chart uses dashed lines to indicate the average cost basis for both stocks.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
61
The chart highlights the decline from the $10.50 entry point to the $8.28 price as of April 2016.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
69
The slide highlights a divergence between operational performance and valuation multiples.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
70
The slide uses a dashed line to indicate the average cost basis of $47 against the current price of $58.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
73
The slide defines 'Permanent' capital as the sum of GP and affiliates (4%), deferred incentive fees (3%), PSH NAV (33%), and PSH bond (8%).Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
75
The slide uses a dual-line chart to visualize the valuation gap.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
76
The chart highlights a significant disparity between broker-traded and exchange-traded volumes.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
06
The chart highlights the significant outperformance of Pershing Square (567.1%) compared to the S&P 500 (135.3%) over the specified period.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 1 hit
13
The slide uses a pie chart to visualize asset allocation, with footnotes clarifying the definition of 'Permanent' capital and specific bond/fee details.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 1 hit
14
The chart illustrates the convergence of price and NAV towards the end of the period.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 1 hit
23
Mondelez is highlighted in red, while peers are in blue. The chart uses consensus estimates with specific adjustments for each 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 Beat · ComplicationLoop · Tale Two Worlds1 hit
25
Uses a split-chart layout to contrast 3G's aggressive margin expansion with Mondelez's more modest targets.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 · ComplicationLoop · Tale Two Worlds1 hit
29
The chart uses a gap analysis to highlight the delta between management guidance and activist-proposed optimization.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 · SolutionLoop · Tale Two Worlds1 hit
31
The chart highlights the correlation between Pershing Square's involvement and stock price movement.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 · Solution1 hit
37
The slide uses a shaded region to transition to the next page and highlights the divergence between the purchase price ($196) and the current price ($89).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 · Evidence1 hit
38
The slide uses a line chart to anchor a timeline of events, paired with a text-based rebuttal of market sentiment.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 · Evidence1 hit
39
The slide uses a timeline-annotated line chart to frame market events as misunderstandings or manageable issues.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 · Evidence1 hit
40
The chart title contains a typo (1/27/2015 should likely be 1/27/2016).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 Inaction1 hit
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 Inaction1 hit
47
The slide uses callout boxes to correlate specific corporate events with stock price movements.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 Inaction1 hit
48
The slide uses a line chart to correlate specific corporate governance and operational events with share price movements.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 Inaction1 hit
55
The chart highlights specific dates (May 5 and June 25) corresponding to operational announcements and market rumors.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 1 hit
56
The slide uses a dashed line to indicate the average cost basis of ~$37.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 1 hit
61
The slide highlights the disconnect between operational performance and share price 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 Loop · Before After1 hit
62
The slide uses a line chart with callout boxes to correlate specific events with stock price movements.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 After1 hit
66
The chart illustrates a volatile year for QSR stock, ending at $37.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 After1 hit
67
The chart uses a dashed line to indicate the average cost basis of $16.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 After1 hit
71
The chart highlights a decline in share price, ending at $113.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 1 hit