slides · global inventory
List
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,539
Current window 1,501-1,530
Pages 3,685
Rows per page 30
Component
1,501-1,530 of 110,539
13
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Desire7 hits
38
Slide 37 of an activist deck.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After7 hits
20
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 7 hits
45
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After7 hits
41
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 7 hits
14
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 7 hits
106
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 7 hits
66
This slide provides factual evidence regarding the accumulation of an economic stake and the subsequent market reaction.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction7 hits
06
This slide outlines the governance framework of the PSH board.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Interest7 hits
53
Slide 53 from an activist investor deck (Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action7 hits
02
This is a classic short-seller research note page focusing on 'villain' critique and fundamental business failure.Ramaco Resources, Inc. (METC) · Wolfpack Research
Research note Short seller 7 hits
04
This is a research note page from Wolfpack Research, focusing on corporate governance and financial performance concerns.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Logic Chain7 hits
01
The slide uses a 'villain critique' approach to frame the company's drug candidate as a failure, drawing parallels to a previous market failure (Aprea).PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Loop · Cost Of Inaction7 hits
01
This is a classic short-seller 'thesis' slide, framing the company as a 'villain' with a flawed business model.Ceres Power Holdings plc (CWR) · Grizzly Research
Research note Short seller Beat · Executive Summary7 hits
47
This is a classic activist investor 'thesis' slide, outlining the 'why' (unlocked value) and the 'how' (new board members + strategic review).BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Thesis Headline7 hits
07
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication7 hits
07
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Situation & Context7 hits
142
This appears to be a printout of a booking confirmation email.Accor SA (AC) · Grizzly Research
Research note Short seller 7 hits
310
The slide uses a series of bullet points to dismantle the company's claim that low returns imply high retail demand.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 7 hits
22
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 7 hits
31
The slide uses a mix of bullet points and nested sub-bullets to detail specific Pershing Square vehicles (PSH, PSTH, SPARC).Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 7 hits
24
The slide uses a bulleted list to structure the case study details, focusing on legal and ethical misconduct.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor 7 hits
40
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet7 hits
64
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action7 hits
38
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 7 hits
34
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Solution7 hits
123
Uses a quote from Joe Lee to highlight the contradiction between historical values and current corporate policy.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory7 hits
36
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle7 hits
38
This appears to be a page from a financial modeling interview preparation guide.N/A · 10X EBITDA
Other Short seller Loop · Golden Circle7 hits
01
This is a cover/introductory page for a short-seller research report.Trustpilot Group PLC (TRST) · Grizzly Research
Research note Short seller Beat · The Monster7 hits