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Matching slides 96,741
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12,151-12,180 of 96,741
21
The chart uses a visual bridge to show the gap between the 2018 target and the activist's 'optimized' projection.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Solution & ApproachLoop · Pattern Hunter2 hits
30
The slide outlines specific levers for cost reduction and provides early evidence of success in Q4 2015.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After2 hits
35
The slide uses a mix of checkmarks for positive performance and an 'x' for the negative FX impact.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After2 hits
39
OR refers to Operating Ratio, a key metric in the railroad industry.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After2 hits
64
This slide is part of an activist investor presentation (Pershing Square) arguing for a short position.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 2 hits
76
The chart highlights a significant disparity between broker-traded and exchange-traded volumes.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps2 hits
06
The chart highlights the significant outperformance of Pershing Square (567.1%) compared to the S&P 500 (135.3%) over the specified period.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 2 hits
65
The slide uses a mix of checkmarks for positive performance and an 'x' for negative FX impact.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 Loop · Before After2 hits
70
The slide uses a two-part structure: positive performance highlights followed by a rebuttal to market concerns about oil price exposure.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 Loop · Before After2 hits
84
Includes a callout box regarding the Jumpstart GSE amendment.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 2 hits
10
Uses callouts to highlight specific quotes from the CEO that the author intends to contradict.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain2 hits
20
The slide uses direct quotes from an FTC legal complaint to establish a precedent of deceptive business practices.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof2 hits
29
This slide appears to be from a legal or regulatory presentation regarding the FTC vs. Herbalife case.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
43
The slide uses a bearish scenario analysis to counter the '22% of sales' argument by showing the disproportionate impact on earnings.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
44
The slide uses a bridge-style table to adjust GAAP EPS down to a 'Pro Forma EPS' by subtracting items management adds back, and further adjusting for U.S. business impact and compliance costs.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
42
The slide uses a table from the 2013 10K to demonstrate that China's contribution margin is artificially inflated compared to other regions.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory2 hits
43
The slide uses a table to perform a pro forma adjustment on contribution margins, highlighting the discrepancy between reported and adjusted figures.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory2 hits
47
The slide uses an internal document to expose the mechanical nature of their financial forecasting, specifically targeting the 'China Sales Employees' line item.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory2 hits
49
The slide uses a red arrow to link a table of percentages to a visual breakdown of the 73% distributor payout.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory2 hits
50
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Victory2 hits
61
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 2 hits
62
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 2 hits
03
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Setup2 hits
13
The slide highlights the contradiction between Valeant's accounting consolidation of Philidor and their public claim of non-control.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Evidence2 hits
28
The slide uses a chronological list to frame expectations for the company's future.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution2 hits
32
The slide uses a 'floor' valuation approach to argue for the stock's undervaluation.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution2 hits
06
The chart highlights the significant outperformance of Pershing Square relative to the S&P 500 index.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 2 hits
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 Inaction2 hits
21
The chart uses a waterfall-like progression to show margin expansion potential.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction2 hits
30
The slide outlines specific levers for cost reduction and provides early evidence of success in Q4 2015.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach2 hits