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10,051-10,080 of 110,471
45
This slide serves as a summary of the investment case for UMG, likely from a Pershing Square activist presentation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown4 hits
51
This slide uses a structured list format to present key investment pillars.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown4 hits
59
The slide uses a structured list format to highlight key performance indicators and strategic outlooks.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown4 hits
68
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 4 hits
71
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 4 hits
58
This slide serves as an investment thesis summary for an activist investor (Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action4 hits
67
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action4 hits
72
This is a classic activist investor thesis slide summarizing the investment case for Hertz.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action4 hits
12
This is page 12 of a shareholder letter, likely from an activist investor (Elliott Management).Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test4 hits
11
Uses red 'x' icons to emphasize negative performance metrics.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Peer Benchmark4 hits
44
Uses a vertical timeline/process flow to structure the argument flow.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction4 hits
52
Uses a vertical timeline/process flow to list key arguments.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction4 hits
188
The slide uses a vertical timeline-style connector to link the four points under the main headline.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 4 hits
242
Uses a vertical line with bullet points to illustrate a hierarchy of governance failures.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 4 hits
247
Uses a side-by-side comparison to illustrate a conflict of interest.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 4 hits
253
The slide uses a vertical line with nodes to connect the main theme to four sub-points.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 4 hits
310
Uses a vertical timeline-style connector to group objections and rebuttals.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 4 hits
317
Uses a vertical timeline-style connector to group the objections.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 4 hits
320
Uses a vertical timeline-style connector to group the objections.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 4 hits
325
Uses a vertical timeline-style connector to group objections.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 4 hits
333
The slide outlines the peer groups for EPS, GRP, TCS, and Upstream business units, along with the weighting methodology.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 4 hits
71
BMC Software (BMC)BMC Software (BMC) · Elliott Management
Activist deck Activist investor 4 hits
44
The slide uses a list-based format to highlight specific governance issues.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 4 hits
121
Includes specific career highlights at Anadarko and Semgroup.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle4 hits
125
Includes specific career highlights and relevant industry experience.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle4 hits
23
The slide uses a waterfall-style additive logic to show cumulative stock price appreciation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)4 hits
14
The slide uses a structured layout to map specific business segments to their respective valuation ranges and supporting market data.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction4 hits
62
Uses a 'before-after' or 'transformation' flow to show the transition from a conglomerate to focused entities.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction4 hits
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 Inaction4 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