slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 72,571-72,600
Pages 2,643
Rows per page 30
Component
72,571-72,600 of 79,264
39
The chart uses a dashed line to indicate the average cost basis of $14.50.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising Success1 hit
41
Pershing Square Portfolio (multiple positions)Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · The Breakthrough1 hit
42
The chart illustrates the value creation relative to the initial investment cost basis.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · The Breakthrough1 hit
45
The chart includes dashed lines representing the average cost basis for both entities.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · The Breakthrough1 hit
48
The slide uses callout boxes to annotate specific dates on a line chart.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · The Breakthrough1 hit
49
The slide uses a line chart with callout boxes to link specific negative events to stock price drops.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · The Breakthrough1 hit
50
The slide uses a callout box to summarize the performance metrics relative to the short position inception.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · The Breakthrough1 hit
51
The slide uses a red box to highlight North America and Mexico as the primary drivers of the decline.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
52
The chart shows the composition of Enterprise Value, highlighting the increase in Gross Debt relative to Diluted Market Capitalization.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
56
The slide uses a green table to contrast goals with outcomes, using checkmarks for success and an 'x' for the failure to trade at a premium.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
57
The diagram uses a central triangle to represent the entity, with arrows indicating capital inflows from IPO, private phase rollovers, and management investments.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
59
The slide provides a snapshot of the discount to NAV for PSH, including specific historical high/low/average discount data.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
60
The chart shows the stock price (blue) consistently trading below the NAV (green).Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
61
The chart highlights a significant disparity between broker-traded and exchange-traded volumes, with a dashed line indicating the weekly average.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
62
The slide highlights that broker trading volume is 2.2x exchange traded volume.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
03
The chart uses a timeline-based annotation style to correlate M&A activity with stock performance.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
04
The chart demonstrates long-term market mispricing of earnings growth potential.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
05
This slide provides a high-level company profile and performance summary.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
06
The chart uses callout boxes to correlate specific acquisition announcements with share price movements.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
08
The chart uses callouts to annotate specific events (IPO and acquisition announcement) that correlate with share price movements.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
09
Uses a diagnostic structure to debunk potential explanations for stock performance.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
17
The slide outlines the core pillars of Valeant's M&A success.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Loop · Logic Chain1 hit
19
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Loop · Logic Chain1 hit
20
The table uses a low/mid/high scenario approach to calculate value creation based on multiples of 2014 Pro-Forma Free Cash Flow.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Loop · Logic Chain1 hit
21
The slide uses callout boxes to correlate specific corporate events with stock price movements.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Loop · Logic Chain1 hit
22
The chart illustrates the 'multiple expansion' of Valeant's stock relative to a fixed future earnings consensus.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Loop · Logic Chain1 hit
26
The slide uses a 'However' transition to pivot from a standard valuation to a more complex, asset-based argument.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
27
The slide uses a structured table format to justify valuation inputs for an acquisition model.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
28
The table models four scenarios based on annual M&A spend ($0bn, $5bn, $10bn, $20bn).Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
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 · Solution1 hit