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72,151-72,180 of 79,264

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05
Burger King Worldwide Holdings (BKW)Burger King Worldwide Holdings (BKW) · Justice Holdings Ltd.
Activist deck Activist investor Beat · Situation & Context1 hit
04
Canadian Pacific Railway (CP)Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
89
The slide highlights the decoupling of productivity and wage growth.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
90
The chart uses the Median Home Price/Median Annual Household Income metric.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
91
The table highlights Hong Kong's jump from rank 9 to rank 3.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
95
The slide uses a callout to highlight the drop from 75% to 24% approval.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
99
The slide uses a line chart to demonstrate that despite multiple regulatory interventions (stamp duties, LTV caps), the price index continued to trend upward.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
113
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
118
The slide illustrates the potential returns of a currency carry trade/leverage strategy based on HKD/USD peg dynamics.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
119
The slide uses a specific scenario of revaluation to 6.00 (+30%) to illustrate the investment thesis.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
120
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
121
The slide uses a table to contrast expected revaluation scenarios with market-implied probabilities to highlight a discrepancy.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
127
The chart illustrates the expansion of the balance sheet and the resulting increase in leverage ratio.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Why Now1 hit
03
The slide provides a snapshot of the company's scale, market cap, and valuation metrics.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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The slide uses a standard Bloomberg terminal export format.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
05
Lowe's Companies, Inc. (LOW)Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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Lowe's Companies, Inc. (LOW)Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
08
The slide highlights a shift in revenue composition towards repair and maintenance over a 5-year period.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
11
The table uses a color-coded row structure to group categories. The bottom summary table aggregates the risk levels.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide highlights peak performance metrics with red dashed boxes.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
13
The slide includes a footnote clarifying that Home Depot figures represent the entire company due to inconsistent U.S.-only disclosure.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
14
Lowe's Companies, Inc. (LOW)Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
15
The slide uses a 'Memo: Capitalization' table to support the valuation multiples calculation.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
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The slide highlights management's growth targets and compares them to current market valuation.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
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Slide 16 of a presentation.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
19
The slide highlights that Pershing Square's projections are more conservative than management's, with a specific callout for the drivers of share gains.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
20
The slide uses a bar chart to illustrate recovery potential relative to a historical peak.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
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The table outlines three scenarios (Low, Mid, High) for EBIT margin expansion, with a supporting note on gross margin headwinds and operating expense leverage.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Why Now1 hit
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The slide uses a scenario-based valuation approach to estimate year-end 2014 share value.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Why Now1 hit
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Lowe's Companies, Inc. (LOW)Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Why Now1 hit