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5,191-5,220 of 110,539
26
Uses red 'x' icons to emphasize hostile actions.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action5 hits
47
This slide uses a series of bullet points to build a case against the company, citing internal quotes and external legal/regulatory pressures.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · The Breakthrough5 hits
39
OR refers to Operating Ratio, a key metric in the railroad industry.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After5 hits
60
Slide 59 of an activist investor deck.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 5 hits
65
This is a classic activist investor slide designed to undermine management credibility by contrasting past projections with current reality.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 5 hits
50
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction5 hits
19
This slide outlines the core pillars of the activist investor's thesis for Valeant Pharmaceuticals.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 5 hits
39
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 5 hits
79
Slide 79 of an activist investor deck.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 5 hits
89
Uses bulleted list to contrast management guidance with actual performance and market expectations.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 5 hits
111
The slide uses a list format to enumerate the negative impacts of inaction.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction5 hits
03
Slide 2 of a presentation, likely an investor deck.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 5 hits
15
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Before After5 hits
16
The chart uses a broken x-axis to bridge the gap between 1960 and 1993.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 5 hits
05
The slide uses a checkmark list to denote positive outcomes and a box with an 'X' icon to denote a deviation from the original suggestion.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Problem5 hits
29
The slide uses a financial analogy (margin debt vs. non-recourse debt) to explain risk exposure.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown5 hits
287
The slide uses a mapping technique to link summary bullet points on the left to specific excerpts from the 'Sales & Marketing Plan and Business Rules' manual on the right.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 5 hits
306
The slide uses a 'X' icon to suggest a negative or suspicious finding for each point.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 5 hits
36
This slide serves as a historical precedent for corporate fraud and due diligence failure.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution5 hits
09
Uses a diagnostic structure to debunk potential explanations for stock performance.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Problem5 hits
16
This slide outlines the core 'roll-up' strategy that defined Valeant's business model.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Loop · Logic Chain5 hits
17
Slide 16 of a presentation.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Quick Win Big Bet5 hits
60
Slide 59 of an activist investor deck.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 5 hits
65
Uses footnotes to provide context for financial claims.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 5 hits
07
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Solution & ApproachLoop · Mece Breakdown5 hits
07
The slide uses a 'MISTAKE' callout to frame the board's decision as a strategic error.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)5 hits
08
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)5 hits
09
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)5 hits
65
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 5 hits
143
Page 142 of the deck.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 5 hits