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The diagram uses a central triangle to represent the entity, with arrows indicating capital inflows from public and private sources.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Desire1 hit
57
The diagram uses a central triangle to represent the entity, with arrows indicating capital inflows from IPO, private phase rollovers, and management investments.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
16
Uses a timeline to illustrate the accumulation of brands over time.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
47
Uses a convergence diagram to show market share shift toward Fast Casual.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
92
The chart highlights the Investment Team with a blue border, indicating they are part of the Operational Leadership Group.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
32
The slide uses a convergence diagram to show how three distinct market segments are funneling demand into the 'Fast Casual' category.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
83
The chart displays various departments including Investment Team, Legal & Compliance, Trading, Investor Relations, Finance, Human Resources, Public Relations, and Technology.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
19
The chart highlights specific individuals as 'Operational Leadership Group Members' via a blue border.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
25
The slide uses a standard hierarchical tree structure to represent the company's departments and personnel.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
32
The slide uses a hub-and-spoke diagram to show the holding company structure.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
77
The slide uses color-coding to represent different business units (Small Business, Major Accounts, National Accounts, International) across margin tiers.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
92
The slide uses a 'villain' framing by highlighting technical debt and lack of focus.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
95
The slide uses a block diagram to illustrate product sprawl and technical debt.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
121
The slide uses a combination of hard-line reporting and matrixed functions to illustrate structural complexity.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
124
The slide uses a custom organizational chart to demonstrate the 'matrix' nature of the company, contrasting hard-line functions with matrixed corporate functions.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
163
The slide uses a horizontal timeline to illustrate product migration strategy across client segments.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
24
Uses a timeline to illustrate the accumulation of brands (Jacobs, Nabisco, Cadbury, Milka, LU) leading to the current Mondelez structure.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 · ComplicationLoop · Tale Two Worlds1 hit
99
Includes a legend for new hires and operational leadership group members.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 · Conclusion1 hit
20
The slide uses a circular flow diagram to explain business model integration.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
33
The slide contains a hand-drawn sketch of a hub-and-spoke model with a Chinese character for 'you' in the center and a bracket indicating '200' recruits.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
37
Uses a simple causal flow diagram to link a business practice to legal violation.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
38
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
39
Uses a simple causal flow diagram to show the violation of a specific legal article.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
40
Uses a visual arrow to connect business practices to legal definitions.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
12
The slide uses a value-chain diagram to illustrate the structural change in the supply chain.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Evidence1 hit
14
The slide uses color-coding to distinguish between Valeant-related events and Philidor-related events, illustrating the opaque nature of their business relationship.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Evidence1 hit
15
The timeline uses color-coding to distinguish between entities involved in the dispute.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Evidence1 hit
18
The slide uses color-coded boxes to distinguish between entities involved in the timeline events.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Preempt Rebuttal1 hit
23
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor 1 hit
16
Uses a timeline to illustrate the accumulation of brands (Jacobs, Nabisco, Cadbury, Milka, LU) leading to the formation of Mondelez.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit