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Matching slides 18,554
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16,561-16,590 of 18,554
45
Uses direct quotes from legal documents to validate the activist's thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
51
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
22
Includes an embedded screenshot of a 2018 investor presentation slide to highlight a strategic pivot point.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
48
The slide uses a timeline-annotated line chart to contextualize stock performance against specific company milestones.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
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 After1 hit
63
The slide uses a timeline-annotated line chart to correlate specific company milestones with share price movement.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
20
Uses two distinct 2x2 matrix frameworks to frame ADP as a laggard.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
50
The slide highlights a specific margin increase while providing context on the underlying cost pressures (dual operation costs).Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
51
Uses a direct quote from a 10-K filing to expose accounting practices.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
76
Includes a bar chart showing EBITDA margins for specific international regions and supporting management quotes.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
79
Uses a 'preempt_rebuttal' style to dismantle management's narrative.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
80
Uses a 'preempt rebuttal' style to dismantle specific management claims.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
105
Uses a stacked bar chart to compare 2011A vs 2017A spend composition.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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 1 hit
157
The slide uses a table to demonstrate operating leverage. The red box highlights the projected profitability period.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
158
The table aggregates disparate data points from earnings calls to estimate the scale and profitability of non-core business segments.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
37
The slide uses a callout to annotate a specific point in the time series data.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
17
Uses direct quotes from 2010 Investor Day to build a case against management's current capital allocation.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
45
The slide argues that the amendment is largely symbolic or procedural rather than substantive.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
47
The slide includes a visual of a letter from Donald Trump to Rand Paul, with a specific callout box highlighting the core argument.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
101
The slide uses a direct quote from a legal/policy expert to support a legal argument regarding the scope of government claims in conservatorship.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
45
The slide argues that the amendment is largely procedural rather than substantive.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Loop · Hypothesis Test1 hit
101
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
07
The slide uses a timeline-style table to show the progression from positive reporting to silence.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
08
The slide uses a timeline-style layout to contrast early management optimism with later admissions of market decline.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
11
The slide uses a contrast-pair framework to highlight the evolution of legal risk disclosures.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
The slide uses bolding to emphasize the shift in compensation methodology for independent service providers in China.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
The slide uses bolding to emphasize the expanded scope of regulatory risk in the 2017 disclosure.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
The slide uses a combination of a detailed list and an icon-based summary to communicate the firm's investment philosophy.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
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 Size1 hit