slides · global inventory
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Matching slides 13,863
Current window 511-540
Pages 463
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511-540 of 13,863
56
The slide uses a line chart to demonstrate value creation following activist intervention.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action2 hits
74
The chart includes a legend for new hires and operational leadership group members.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action2 hits
71
The chart includes annotations for specific investment events by Pershing Square.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction2 hits
55
The slide uses a timeline-annotated line chart to demonstrate investment success.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
16
The chart uses a line graph to show seasonal price fluctuations of Gala apples, highlighting the ROI of the treatment.AgroFresh | SPAC Presentation Deck | 48 slides · AgroFresh
Pitch deck Investment bank Loop · Quick Win Big Bet2 hits
63
The slide uses a table to contrast GAAP accounting practices with the author's economic view of the company's performance.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 2 hits
16
The chart includes a vertical line marking the launch of PSH on December 31, 2012.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Aha Moment2 hits
27
The chart uses color-coded borders to distinguish between operational leadership group members and new roles/additions.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire2 hits
49
The chart highlights the impact of strategic announcements on share price performance.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action2 hits
99
Includes a legend for new hires and operational leadership group members.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 · Conclusion2 hits
08
This is a research note documenting a site visit, specifically highlighting the lack of professional manufacturing infrastructure.EHang Holdings, Ltd. (EH) · Wolfpack Research
Research note Short seller Beat · Expose ContradictionLoop · Zoom In2 hits
13
The slide uses a split CAGR annotation to contrast the growth periods.Bausch Health Companies | Mergers and Acquisitions Presentation Deck | 40 slides · Valeant
Consulting deck Investment bank Beat · Problem & Complication2 hits
06
The slide highlights the shift in revenue mix towards higher-fee segments like iShares.BlackRock | Investor Conference Presentation Deck | 10 slides · BlackRock
Deck Investor relations Loop · Benchmark Gap2 hits
20
The chart highlights a performance gap that persisted even after the appointment of a new CEO in 2006.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
21
The chart shows a total of 15.4 million users at the final data point (Q1-02).eBay | Mergers and Acquisitions Presentation Deck | 43 slides · eBay
Deck Investment bank Beat · Market Size2 hits
86
The slide uses visual callouts (red arrows) to point to specific data points in the charts that support the thesis.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The New Order2 hits
177
The slide uses visual callouts (red arrows) to point to specific data points in historical charts to prove a point about peer selection consistency.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
04
The slide uses a bar chart to contrast Huntsman's 15% margin against a primary peer average of 24%.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)2 hits
42
The chart uses a floating bar structure to represent valuation ranges for different scenarios (Operating Improvements, Strategic Buyer, LBO) relative to the current stock price.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 2 hits
63
The slide uses a hypothetical cost structure based on Essent Group to demonstrate the unprofitability of new entrants.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
64
The slide uses a scenario table to demonstrate the impact of varying capital requirements on required G-fees.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
29
The slide uses an annotated aerial photograph to illustrate real estate development potential.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
22
The slide uses visual evidence to argue that Archer's design is inferior or flawed compared to a competitor's.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The Struggle2 hits
41
The slide uses a 'villain' framing by comparing the company to Nikola, a known fraud case, and uses site photography to imply inactivity.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller 2 hits
59
The slide uses a comparison between a promotional photo and satellite imagery to argue that the flight was a stunt performed in a restricted or specific area.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller 2 hits
111
The slide uses a stacked bar visual to decompose the 73% payout into specific components, contrasting them with the $1.8 billion retail profit figure.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain2 hits
18
Includes tenure in years for each employee; dashed boxes indicate new hires joining in early 2025.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 2 hits
86
The slide uses visual callouts (red arrows) to point to specific data points in the charts that support the thesis.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
29
The table uses a weighted average approach (70% * 20.0x + 30% * 8.0x = 16.4x).Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution2 hits
18
The slide uses a visual metaphor where the horizontal axis represents cost (left is low, right is high) and the vertical axis represents the physical rocket, though the rockets are not scaled by height but by their cost position.SpaceX | Investor Event Presentation Deck | 39 slides · SpaceX
Pitch deck Investor relations Beat · Call to AdventureLoop · Golden Circle2 hits