slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 83,821-83,850
Pages 3,950
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83,821-83,850 of 118,471
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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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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
28
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
29
The slide uses a comparison frame to justify a higher earnings multiple by highlighting superior quality and growth metrics.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
42
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Before After1 hit
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Includes a callout box explaining a negative market reaction to Q3 2018 earnings.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Before After1 hit
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The chart uses callout boxes to correlate specific corporate events with share price fluctuations.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Before After1 hit
50
The slide uses a classic 'thesis-antithesis' structure where the top sections establish the company's strength and the bottom callout introduces the market underperformance.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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The chart highlights a contradiction between strong NAV/share performance and a widening discount to NAV.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Interest1 hit
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Includes footnote regarding calculation of public shares outstanding.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 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 · Problem & ComplicationLoop · Logic Chain1 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 · Solution & ApproachLoop · Golden Circle1 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 · Solution & ApproachLoop · Golden Circle1 hit
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Uses a visual flow from left (engagement method) to right (desired outcome).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 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 · Desire1 hit
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The slide uses a bar chart to justify a potential increase in leverage for Agilent.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 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 · ActionLoop · Cost Of Inaction1 hit
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The slide uses a classic activist investor thesis structure: strong fundamentals + valuation gap = upside.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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The slide uses a chronological list structure to build a case for investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
09
Highlights 2021 bond issuances within the broader debt maturity profile.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Need1 hit
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The chart highlights specific capital market transactions (issuances and redemptions) against the leverage ratio trend line.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
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Includes footnotes detailing calculation methodology for share ownership and discount metrics.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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The slide uses a callout box to specifically contrast peak losses in March 2020.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Evidence1 hit
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The slide highlights a successful hedging strategy that generated $2.6bn in proceeds against $27mm in costs.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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The slide highlights the strategic pivot from hedging to unwinding as market conditions evolved.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Solution1 hit
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The slide uses a mix of checkmarks and crosses to highlight the 'mixed bag' nature of the PSPA modification.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 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