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Matching slides 118,471
Current window 83,941-83,970
Pages 3,950
Rows per page 30
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83,941-83,970 of 118,471

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The chart uses a stacked bar approach to show return attribution. The bottom section includes a memo row for current NTM P/E multiples.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
67
Includes a specific callout box at the bottom summarizing the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
69
The chart uses a combination of bar segments (EBITDA and SBC) and a line for margins, with a dashed box for the long-term target.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
75
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
02
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Attention1 hit
16
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
19
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
35
The slide uses a list-based structure to present investment thesis summaries for Amazon, Meta, and Hertz.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
42
The chart uses a stacked bar approach to show the attribution of market returns.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
44
The slide highlights the concentration of growth in the top 10 companies, justifying the portfolio's exposure to these names.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
46
The slide uses a comparison frame to justify portfolio concentration in specific high-growth tech stocks.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
50
The slide uses a line chart to show valuation convergence and a data table to quantify the multiples.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
56
The slide uses a callout box at the bottom to emphasize the potential valuation of the taxpayer asset.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
62
Slide 62 from an activist investor deck (likely Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
65
The slide uses a structured list format to present four key pillars of the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
69
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
75
The slide uses a before-after structure to contrast the successful turnaround period (2016-2024) with recent management changes and performance struggles.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
01
Slide 1
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
03
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
06
The slide uses a bulleted list structure to highlight competitive moats and market opportunity.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
12
Uses a before-after framing to contrast high investment with poor financial performance.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
16
The chart shows a dual-axis plot of stock price and trading volume for IRM.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
17
Uses direct quotes from 2010 Investor Day to build a case against management's current capital allocation.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
18
Uses a highlight effect on the CEO quote to emphasize the 'growth at all costs' narrative.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
47
The slide uses a 3-year forward earnings yield to account for the slower earnings growth profile of REITs due to long-term leases.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
34
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
37
The slide uses a comparison frame to establish a precedent for sponsor ownership stakes.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
01
Slide 1
Includes a specific investment thesis callout at the bottom.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Beat · Attention1 hit
02
The slide uses a structured list format to outline the core pillars of the investment thesis.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Beat · InterestLoop · Cost Of Inaction1 hit
03
The chart uses a dual-axis approach (bars for absolute EBITDA, line for margin percentage) and includes a watermark.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Beat · DesireLoop · Cost Of Inaction1 hit