Matching slides 110,471
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Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action4 hits
58
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action4 hits
79
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action4 hits
35
The slide uses a bulleted list to define the company's R&D philosophy.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 4 hits
74
Uses red 'X' icons to emphasize the lack of comparability across four industry segments.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 4 hits
70
The slide uses a classic 'say-do' gap structure to undermine management credibility.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The VictoryLoop · Quick Win Big Bet4 hits
97
The slide uses a '2 for 2 success rate' argument to build credibility for the proposed operating ratio target.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor 4 hits
98
The slide uses a bulleted list format to build a logical argument for operational improvement.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor 4 hits
05
The slide uses a hierarchical organizational chart structure to categorize key business attributes.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 4 hits
27
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 4 hits
32
Uses a 'Value-Price' framing to argue for investment.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 4 hits
92
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction4 hits
04
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 4 hits
58
MPC stands for Master Planned Community.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 4 hits
75
The slide uses a pyramid graphic to illustrate the hierarchy and explicitly calls out the requirement for recruitment.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain4 hits
96
The slide highlights how a 'packaging and handling' fee was historically used to fund internal company bonuses, suggesting a potential mischaracterization of the fee's purpose.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain4 hits
228
Page number 228 at the bottom.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 4 hits
286
The slide uses a mapping technique to link summary points on the left to specific excerpts from the company's 'Sales & Marketing Plan and Business Rules' manual on the right.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 4 hits
311
This is a continuation slide (311) from an activist investor presentation (likely Pershing Square's Herbalife short thesis).Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 4 hits
325
Case citation provided in footer.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 4 hits
86
The slide uses color-coded headers for different demographic segments.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Loop · Cost Of Inaction4 hits
114
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)4 hits
39
The slide uses a vertical arrow visual to indicate the direction of sales impact (downward for immediate, upward for subsequent phases).J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Solution4 hits
09
Lowe's Companies, Inc. (LOW)Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor 4 hits
23
Lowe's Companies, Inc. (LOW)Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Why Now4 hits
38
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Before After4 hits
45
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps4 hits
04
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction4 hits
10
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Impact & Next StepsLoop · So What Cascade4 hits
35
Realty Income Corp (O)Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 4 hits