Matching slides 110,471
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72,361-72,390 of 110,471

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Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Situation & Context1 hit
12
This slide serves as a company profile for an activist investor presentation.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
16
Uses a timeline to illustrate the accumulation of brands over time.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
18
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
28
Slide 27 from an activist deck, likely Pershing Square.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
30
The slide outlines specific levers for cost reduction and provides early evidence of success in Q4 2015.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
35
The slide uses a mix of checkmarks for positive performance and an 'x' for the negative FX impact.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
42
The slide serves as a company profile and thesis summary for an activist investor deck.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
46
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
53
The slide highlights EBITDA decline, FX headwinds, leadership turnover, guidance cuts, and high leverage.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
72
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
82
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
03
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 · Setup1 hit
12
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 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
16
The slide uses a 'lessons learned' format to build credibility by acknowledging past failures.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 · Problem Statement1 hit
20
Slide 20 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 Beat · ComplicationLoop · Tale Two Worlds1 hit
24
Uses a timeline to illustrate the accumulation of brands (Jacobs, Nabisco, Cadbury, Milka, LU) leading to the current Mondelez structure.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
26
The slide uses a table to build up to a 2.5% margin increase estimate.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
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
45
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
46
The slide uses a bulleted list structure to present a thesis on stock undervaluation and operational catalysts.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
50
Slide 50 of an activist deck, likely providing background on a target 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 · EvidenceLoop · Cost Of Inaction1 hit
52
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 1 hit
65
The slide uses a mix of checkmarks for positive performance and an 'x' for negative FX impact.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
69
Slide 69 from an activist investor deck (likely Pershing Square).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
74
The slide highlights EBITDA growth, FX headwinds, leadership turnover, guidance cuts, and high leverage.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
34
The slide uses a DCF-style valuation bridge to calculate potential returns based on 2020 EPS projections.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit