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Matching slides 78,129
Current window 16,321-16,350
Pages 2,605
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16,321-16,350 of 78,129
43
The slide uses a split-chart approach to contrast two distinct time periods.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction2 hits
45
The slide uses a causal argument linking EPS growth to P/E expansion.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction2 hits
33
The slide uses a bar chart comparison to illustrate operational inefficiency at Agilent relative to Waters.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire2 hits
17
The slide uses a dual-panel structure to contrast the underperforming ESM segment with the stable, high-margin MSM segment.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
25
Uses CEO quotes to highlight the gap between management's stated strategy and actual financial performance.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction2 hits
31
Uses a comparison of revenue growth composition and operating margins to highlight poor performance.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction2 hits
13
Uses ISS quote and historical voting data to build a case for board accountability.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
33
Uses a bridge chart to connect operational cost overruns to NAV destruction.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
39
The slide uses a 'villain' framing by highlighting Hess's poor performance relative to peers despite favorable market conditions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
40
The slide uses a 'villain' framing by attributing value destruction directly to management's persistence in high-risk exploration.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
24
Uses a 'before-after' style comparison of completion designs to highlight cost inefficiencies.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
26
Uses a contrast-pair structure to highlight poor capital allocation by Hess compared to industry peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
27
Uses bar charts to contrast Hess's performance metrics against peers.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
28
The slide uses two bar charts to visualize financial losses and frames the lack of disclosure as a governance issue.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
63
Uses a 'before-after' style contradiction framework to highlight management's shifting narrative.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction2 hits
09
The slide uses a combination of a line chart for growth trends and a stacked bar chart for capital allocation to argue that the business is running out of growth opportunities.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 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
12
Uses a before-after framing to contrast high investment with poor financial performance.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
32
The table shows sensitivity of per-share value to REIT cap rates and EBITDA multiples.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits
46
The slide uses pie charts to visualize the split between REIT and TRS segments for both revenue and OIBDA.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 2 hits
22
Dual-axis charts showing LTV (bars) and FICO (lines) for both GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication2 hits
77
The slide uses pie charts to show the composition of capital, highlighting the role of 'Credit for Excess Payments' in reducing private capital needs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach2 hits
96
The slide emphasizes that despite IPOs, the US government retains majority control, while also arguing for the broad distribution of remaining shares.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 2 hits
22
Dual-axis charts showing LTV (bars) and FICO (lines) for both entities.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication2 hits
77
The slide uses pie charts to show the composition of capital, highlighting the role of 'Credit for Excess Payments' in meeting capital requirements.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach2 hits
96
The slide emphasizes that despite restructuring, the US government retains a controlling interest via warrants.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 2 hits
14
Page number -14- at bottom.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Impact & Next Steps2 hits
14
The slide uses a mix of custom dot-plot/flow diagrams, a grouped bar chart, and media clippings to build a narrative of market growth.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size2 hits
16
Includes an inset chart comparing systemwide sales for the top 3 players.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size2 hits