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Matching slides 96,741
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12,391-12,420 of 96,741
61
Slide 61 from an activist investor deck, likely Pershing Square.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
67
Includes a specific callout box at the bottom summarizing the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
08
The slide highlights PSH's performance relative to benchmarks and notes the narrowing discount to NAV.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Need2 hits
18
The slide outlines a structured financial instrument with specific call options and governance rights.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
19
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
22
The chart uses a vertical dashed line to mark the 2018 'Return to Our Roots' strategic shift, dividing the timeline into three distinct periods.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · SatisfactionLoop · Before After2 hits
25
The table distinguishes between PSLP (unlevered) and PSH (modestly levered) fee structures.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · SatisfactionLoop · Before After2 hits
35
The slide uses a list-based structure to present investment thesis summaries for Amazon, Meta, and Hertz.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
41
The slide uses a simple bar chart to establish a premise of market strength before potentially pivoting to a critique of valuation.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction2 hits
42
The chart uses a stacked bar approach to show the attribution of market returns.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction2 hits
44
The slide highlights the concentration of growth in the top 10 companies, justifying the portfolio's exposure to these names.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction2 hits
55
The chart highlights the average cost at announcement ($67) and correlates specific news events with share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
57
The slide uses a timeline-annotated line chart to correlate share price volatility with specific news events.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
60
The slide uses a structured list format to present the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
61
The chart highlights specific events impacting share price, including management changes, capital market days, and major shareholder transactions.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
62
Slide 62 from an activist investor deck (likely Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
64
Includes a callout box at the bottom summarizing the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
68
The chart uses callouts to link specific corporate milestones (acquisitions, leadership changes) to share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
76
The slide uses a timeline-annotated line chart to correlate corporate events with share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
78
The chart highlights the correlation between specific corporate events and share price growth.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
07
This is a classic activist 'opening hook' slide, establishing the investor's stake and the core grievance.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
27
Uses a combination of a table of quotes and a visual timeline to contrast predictions vs reality.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction2 hits
61
Uses a waterfall-bridge chart to visualize margin expansion.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Propose Solution2 hits
04
Includes specific references to W.D. Von Gonten study and specific financial loss estimates.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle2 hits
11
Uses a rhetorical question structure to frame the investment as irrational.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
13
The slide uses bar charts to visually demonstrate the performance disparity between the two geographic segments.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
23
Includes a stacked bar chart representing the $5.47 opportunity and a table detailing mid and high-case savings.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits
26
The slide uses a stacked bar visual to represent the $3.72 opportunity and provides a supporting table for the valuation buildup.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits
01
Includes a specific investment thesis callout at the bottom.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Beat · Attention2 hits
03
The chart uses a dual-axis approach (bars for absolute EBITDA, line for margin percentage) and includes a watermark.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Beat · DesireLoop · Cost Of Inaction2 hits