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The slide uses a dual-axis chart to correlate share price (line) with volume (bars) and Pershing Square's specific purchase activity (dark bars).Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
96
Uses a visual dot-fill system to represent high vs low value indicators.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
98
The slide uses a hypothetical scenario to justify a valuation premium based on asset acquisition scale.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
19
The slide uses color-coded ellipses to group rankings and an arrow to denote a specific industry event (U.S. rails reset legacy contracts).Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
21
Includes a callout box preemptively addressing the 'longer haul' argument for lower pricing.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
25
The chart uses a vertical dashed line to mark the appointment of Fred Green as CEO in 2006, correlating with a sharp increase in the cost disadvantage.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
28
The slide uses a 'before-after' comparison of asset utilization metrics between 2005 and 2010 to highlight operational inefficiency.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
32
The chart includes a dashed line showing CP's performance adjusted for CN's CapEx levels, indicating overstated margins.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
34
The slide uses a comparative framework to illustrate a competitive disadvantage for Canadian Pacific.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
39
The chart highlights a performance gap between two entities (CP and CN) regarding asset utilization.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
44
The slide uses a red bar for CP to emphasize poor performance relative to the grey bar for CN.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
23
The chart uses a grouped bar format to contrast performance between the two companies over time.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
16
The U.S. column is highlighted with a dashed oval to emphasize its outlier status regarding MBS funding.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
42
The slide highlights the excessive leverage (6x) of risky assets relative to capital requirements.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
88
The table shows a hypothetical scenario analysis of GSE financial performance during the 2007-2011 period.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
21
The chart is a standard Bloomberg terminal export.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
07
The slide contrasts stock price appreciation with TEV growth to suggest a valuation discrepancy.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
53
The slide is a screenshot of a Herbalife presentation, likely used by an activist to critique the company's recruitment messaging.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
85
The slide highlights the distinction between retail profit and recruiting-based rewards, likely to support an argument about the business model's focus.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
196
The slide uses a red dashed box to highlight the top tiers of the compensation table, emphasizing the scarcity of high earners.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
261
The slide highlights the arbitrary nature of regional reporting, specifically pointing out the odd grouping of South America with Southeast Asia in 2006.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
266
The slide uses a red arrow to highlight the 'Top 3 products' row in the table, contrasting the CFO's narrative with the provided data.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
297
The slide uses a red dashed circle to draw attention to the specific 'Purpose of an NC' section in the provided document snippet.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
314
The slide uses a red dotted box to draw attention to the lack of return policies.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
44
The chart uses a negative scale to represent the deficit, with a dashed line indicating a sustainability threshold.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
57
The chart includes an annotation pointing to a specific event in 2005 regarding China's currency revaluation.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
79
The chart uses a dual-axis approach where the right axis is inverted to show currency weakness correlating with rising costs.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 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
26
The slide uses a bridge-like visual to demonstrate the impact of scale on expense ratios.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
44
The chart highlights P&G in a lighter blue color compared to the darker blue used for peers.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit