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Matching slides 96,741
Current window 79,051-79,080
Pages 3,225
Rows per page 30
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79,051-79,080 of 96,741

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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Attention1 hit
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The slide uses a callout box to emphasize the conflict of interest regarding Nicholas Botta.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Need1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Need1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Need1 hit
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The slide highlights PSH's alpha generation in basis points (bps) relative to the S&P 500.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Logic Chain1 hit
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This slide is likely part of a 'What We Said vs. What We Did' sequence common in activist investor presentations.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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The slide uses numbered list items to categorize strategic actions taken by the firm.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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The slide uses a structured list format to convey three pillars of stability.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
27
The slide uses a checkmark system to validate investment criteria for four companies: United Technologies, Lowe's, Starbucks, and Hilton.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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The slide highlights specific board and management changes at ADP, Chipotle, Lowe's, and United Technologies.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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Includes an inset chart comparing systemwide sales for the top 3 players.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
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The table highlights the contrast between US market dominance and international white space.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
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The chart highlights a 13-year average of 5% growth, with a clear visual distinction between transaction and ticket contributions.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 hit
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The chart highlights an 8% CAGR over the period.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 hit
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The chart uses a grouped bar format to compare two categories over time.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 hit
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The map uses a color gradient to represent population density per store, with red indicating higher density (fewer stores per capita) and blue indicating lower density (more stores per capita).Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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Starbucks (SBUX)Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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The chart uses a stacked bar approach where the total height represents the sum of China and Rest of World units.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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Starbucks (SBUX)Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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The chart highlights a deceleration in growth and notes a specific accounting/loyalty program distortion between Q3 2016 and Q2 2017.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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The slide highlights specific product categories (Core Beverage and Frappuccino) with red dashed boxes to emphasize their contribution to the growth deceleration.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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The slide highlights a downward revision in financial targets due to same-store sales slowdown.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a list format with nested bullet points to explain specific business challenges.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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SSS stands for Same-Store Sales.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit
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The slide outlines four key strategic pillars: loyalty program enhancements, shift in growth strategy (owned vs. licensed), portfolio rationalization, and leadership change.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit
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Includes a 53rd week adjustment note for 2016.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
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Starbucks (SBUX)Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
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The slide uses a 'Summary Valuation' table to justify an investment thesis based on historical reversion.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Financials1 hit
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Includes historical context on EPS growth and P/E multiples at the bottom.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Financials1 hit
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The slide uses a list of colored callout boxes to present key investment arguments.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit