slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 72,661-72,690
Pages 2,643
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Component
72,661-72,690 of 79,264
44
The chart highlights the starting price of $37 and the ending price of $103.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
47
The slide uses a line chart to correlate specific corporate announcements with stock price volatility.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
48
Page number 47.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
50
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
51
The slide highlights the massive value destruction of the investment.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
55
The slide uses a callout to highlight Pershing Square's initial investment and subsequent purchase, contrasting the stock's performance against the initial $10 price point.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
58
The chart uses dashed lines to indicate the average cost basis for both stocks.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
60
Slide 59 of an activist investor deck.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
61
The chart highlights the decline from the $10.50 entry point to the $8.28 price as of April 2016.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
65
This is a classic activist investor slide designed to undermine management credibility by contrasting past projections with current reality.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
66
The slide uses a dual-axis combo chart (bar + line) to illustrate the correlation between member counts and YoY growth rates.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
67
The slide explicitly calls out a statement by President Des Walsh as 'false'.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
69
The slide highlights a divergence between operational performance and valuation multiples.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
70
The slide uses a dashed line to indicate the average cost basis of $47 against the current price of $58.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
72
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
73
The slide defines 'Permanent' capital as the sum of GP and affiliates (4%), deferred incentive fees (3%), PSH NAV (33%), and PSH bond (8%).Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
74
The slide provides a snapshot of the valuation gap between the market price and the NAV of the fund.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
75
The slide uses a dual-line chart to visualize the valuation gap.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
76
The chart highlights a significant disparity between broker-traded and exchange-traded volumes.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
77
The slide highlights that broker trading volume is 2.3x exchange traded volume.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
34
The slide uses a grid layout to categorize product portfolios by therapeutic area and geography, with percentage revenue estimates for each.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 · Solution1 hit
09
This slide is from a presentation by Pershing Square Capital Management (PSCM) regarding their short position in Herbalife.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
14
The slide functions as a legal argument slide, using quotes from an FTC complaint to dismantle the 'retail-based' defense.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
43
The slide uses a bearish scenario analysis to counter the '22% of sales' argument by showing the disproportionate impact on earnings.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
44
The slide uses a bridge-style table to adjust GAAP EPS down to a 'Pro Forma EPS' by subtracting items management adds back, and further adjusting for U.S. business impact and compliance costs.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
05
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
06
The chart highlights the significant outperformance of Pershing Square relative to the S&P 500 index.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
07
The slide uses a split-table format to contrast positive and negative performance contributors.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit