slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 12,241-12,270
Pages 3,225
Rows per page 30
Component
12,241-12,270 of 96,741
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Need2 hits
33
Slide 33 of the deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action2 hits
35
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action2 hits
39
The chart highlights the correlation between specific corporate events/announcements and share price movement.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Before After2 hits
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The slide uses a structured list format to present key investment thesis points.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Before After2 hits
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The chart highlights specific acquisition and leadership transition events against the share price trend.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Before After2 hits
46
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Before After2 hits
50
The slide uses a classic 'thesis-antithesis' structure where the top sections establish the company's strength and the bottom callout introduces the market underperformance.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action2 hits
51
The chart includes a dashed line representing the average cost at announcement date ($37*).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action2 hits
53
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action2 hits
75
Includes a sensitivity table for operating profit margins based on lower margin revenue.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
98
The slide uses a 'problem-solution' structure, identifying the productivity decline and then quantifying the upside of fixing it.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
102
The slide uses a direct quote to preemptively shift blame from the sales team to the product strategy.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
106
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
117
Uses a 'villain' framing by characterizing the corporate culture as 'insular' and 'bureaucratic'.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
123
The slide uses a 'villain' framing by highlighting internal dysfunction through testimonials.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
141
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution2 hits
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution2 hits
08
The chart includes a secondary axis for the discount to NAV. The bottom callout highlights the narrowing of the discount to NAV as of Feb 16, 2021.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
27
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
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The slide highlights a successful hedging strategy that generated $2.6bn in proceeds against $27mm in costs.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
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The chart uses dual y-axes to compare different index types (IG/Main vs HY).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
40
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
41
The chart uses a dashed line to indicate the average cost at announcement date ($405).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
04
The slide uses a callout to explain a specific event (tax reform) and its impact on earnings.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem2 hits
20
The chart uses a stacked bar format to illustrate the components of SSS growth, with a dashed line indicating the long-term average.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product2 hits
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The slide uses a bar chart to illustrate the growth trajectory of Starbucks in China, comparing current estimates, management targets, and long-term potential relative to the U.S. market.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 2 hits
35
Starbucks (SBUX)Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 2 hits
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The table uses a decomposition framework to arrive at the total SSS growth figure.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown2 hits
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The chart uses a waterfall-bridge structure to decompose EPS growth drivers.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown2 hits