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The slide uses a green dashed oval to highlight the 'Multiple of Capital' column, emphasizing the high returns.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
40
Uses a binary comparison table format to contrast two business models.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
41
Includes a CAGR annotation for the 2017-2021E period.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
44
Pershing Square | Activist Presentation Deck | 68 slidesPershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
45
The chart uses bold borders to denote members of the Operational Leadership Group.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
48
The slide uses a structured list format to present three core pillars of the investment thesis.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
49
The chart includes annotations for the hiring of CEO Marvin Ellison and two Analyst Day events.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
50
Pershing Square | Activist Presentation Deck | 68 slidesPershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
51
The chart includes specific callouts for major events impacting the share price trajectory.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
54
The slide uses a structured list format to present the investment thesis.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
55
The chart uses callouts to link specific dates and corporate milestones (acquisitions and leadership changes) to the share price trajectory.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
59
The chart includes a dashed line representing the average cost basis of $359.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
60
The slide outlines legal developments and the firm's continued bullish stance on the entities.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
63
The chart includes annotations for specific corporate events and a baseline for the average cost at announcement.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
64
The chart highlights specific dates of investment activity and company performance milestones.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
20
The slide uses a layered box diagram to show expansion of market opportunity through digital transformation.Rightmove | Results Presentation Deck | 35 slides · Rightmove
Conference presentation Investor relations Beat · Thesis HeadlineLoop · Cost Of Inaction1 hit
06
Explains the accounting treatment of bookings vs. recognized revenue over a 23-month user lifetime.Roblox | Results Presentation Deck | 32 slides · Roblox
Conference presentation Investor relations 1 hit
13
The slide uses a yellow callout box for key metrics and screenshots to illustrate product functionality.Snap Inc | Investor Presentation Deck | 48 slides · Snap Inc.
Pitch deck Investor relations Beat · Product1 hit
19
Includes internal data citation at bottom left.Snap Inc | Investor Presentation Deck | 48 slides · Snap Inc.
Pitch deck Investor relations 1 hit
20
Snap Inc | Investor Presentation Deck | 48 slidesSnap Inc | Investor Presentation Deck | 48 slides · Snap Inc.
Pitch deck Investor relations 1 hit
39
Includes three distinct AR use-case screenshots and quantitative data points regarding consumer preference and return reduction.Snap Inc | Investor Presentation Deck | 48 slides · Snap Inc.
Pitch deck Investor relations 1 hit
07
The slide uses a yellow highlight for the Global chart to draw attention to the primary metric.Snap Inc | Results Presentation Deck | 27 slides · Snap Inc.
Conference presentation Investor relations Beat · Financials1 hit
08
The slide uses a consistent color-coding for regions and highlights year-over-year growth percentages.Snap Inc | Results Presentation Deck | 27 slides · Snap Inc.
Conference presentation Investor relations Beat · Financials1 hit
09
The slide uses color-coded bar charts to show quarterly ARPU trends and highlights year-over-year growth percentages for each region.Snap Inc | Results Presentation Deck | 27 slides · Snap Inc.
Conference presentation Investor relations Beat · Financials1 hit
11
Includes a table at the bottom showing non-GAAP exclusions and total GAAP operating expenses.Snap Inc | Results Presentation Deck | 27 slides · Snap Inc.
Conference presentation Investor relations Beat · Financials1 hit
12
The slide uses a combination of bar charts for absolute values and line charts for margins.Snap Inc | Results Presentation Deck | 27 slides · Snap Inc.
Conference presentation Investor relations Beat · Financials1 hit
13
Includes footnotes detailing calculation methodology and adjustments for convertible notes.Snap Inc | Results Presentation Deck | 27 slides · Snap Inc.
Conference presentation Investor relations Beat · Financials1 hit
14
Includes Capex data and YoY percentage changes for Free Cash Flow.Snap Inc | Results Presentation Deck | 27 slides · Snap Inc.
Conference presentation Investor relations Beat · Financials1 hit
17
The slide uses a yellow-to-grey color coding to distinguish between financial and user metrics.Snap Inc | Results Presentation Deck | 27 slides · Snap Inc.
Conference presentation Investor relations Beat · Solution1 hit
18
Includes GAAP reconciliation data at the bottom of each chart.Snap Inc | Results Presentation Deck | 27 slides · Snap Inc.
Conference presentation Investor relations Beat · Solution1 hit