slides · global inventory
Paragraph
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 9,361-9,390
Pages 3,950
Rows per page 30
Component
9,361-9,390 of 118,471
79
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps4 hits
44
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action4 hits
102
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)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 · Conclusion4 hits
42
The slide uses a 'claim-response' structure to systematically dismantle arguments made by the company.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps4 hits
03
The slide uses a combination of a line chart for historical NTM P/E and a waterfall-style bar chart to show the shift in valuation premiums/discounts over time.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)4 hits
287
Uses a circular flywheel diagram to illustrate the logic of increasing utilization.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 4 hits
291
The slide uses a classic flywheel/virtuous cycle framework to explain how operational efficiency leads to reinvestment and further growth.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 4 hits
08
The slide is entirely empty of content other than page numbering and document identifiers.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 4 hits
19
BMC Software (BMC)BMC Software (BMC) · Elliott Management
Activist deck Activist investor 4 hits
20
The slide contains only header and footer information.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 4 hits
40
The slide contains only header and footer metadata, no content.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 4 hits
66
The slide uses a 'Reality' framing to contrast Hess's capital-intensive approach against a more efficient peer.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 4 hits
101
The slide uses a comparative layout to present credentials and external validation for two nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 4 hits
144
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle4 hits
39
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 4 hits
215
The slide uses legal case law to preemptively counter the defense that independent contractor status absolves the company of liability.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 4 hits
319
This slide uses a simple causal chain or formulaic logic to frame the scale of the problem.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 4 hits
02
This is a page from a shareholder letter detailing the mechanics of a proposed transaction.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Situation & Context4 hits
05
This is a page from a shareholder letter, likely page 5.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Golden Circle4 hits
145
This appears to be a page from a formal report or policy document (numbered 8, 9, 10).Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 4 hits
147
This appears to be a page from a formal policy proposal or government memorandum regarding currency pegging.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 4 hits
13
This is a page from a formal letter/report, likely from an activist investor or critic.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Evidence & Proof4 hits
01
This is a formal investor letter regarding a specific portfolio divestment.Netflix, Inc. (NFLX) · William A. Ackman
Shareholder letter Activist investor Beat · Attention4 hits
79
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 Beat · Impact & Next Steps4 hits
44
The slide uses a color-coded block structure to categorize the narrative into context, problem, actions, and outlook.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 4 hits
08
The slide uses a narrative structure to build a case against the company by citing specific regulatory actions and investigations.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction4 hits
12
The slide uses three distinct tables to demonstrate the prevalence of scam-related reports associated with Sinch compared to Twilio, Peerless Network, and Telnyx.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap4 hits
15
The slide uses a case study approach to expose a company's lack of communication and failure to mitigate fraud.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Voice Of Customer4 hits
78
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 4 hits
05
The slide uses a structured argument format to systematically dismantle the bear case regarding AVs.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Beat · Action4 hits