slides · global inventory
Paragraph
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 18,241-18,270
Pages 3,950
Rows per page 30
Component
18,241-18,270 of 118,471
78
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action3 hits
63
Uses a CEO quote and legislative action to build a case for the pyramid scheme thesis.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 3 hits
64
This slide is part of an activist investor presentation (Pershing Square) arguing for a short position.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 3 hits
22
Uses a 'zoom-in' visual technique to highlight the National Accounts segment from a larger table.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction3 hits
145
Page number 144 included in bottom right.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution3 hits
55
This slide serves as a case study of a successful activist investment, highlighting the transformation initiatives and the resulting financial returns.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action3 hits
57
The slide uses a color-coded structure to contrast the original investment thesis (blue) with the contradictory merger action (red) and the resulting loss of confidence (green).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action3 hits
18
The title references Benjamin Graham's famous 'weighing machine' metaphor for the stock market.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · Problem Statement3 hits
19
The slide uses a series of quotes from a legal complaint (FTC v. Herbalife) to build a case against the company's business practices.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof3 hits
30
The slide uses a before-after framing to contrast previous practices with new regulatory requirements.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction3 hits
10
The slide contains only header/footer information (date, title, page number, and source URL).BMC Software (BMC) · Elliott Management
Activist deck Activist investor 3 hits
24
The slide contains only header and footer information.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction3 hits
28
The slide contains only header and footer information, indicating it is a blank page in the original document.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction3 hits
45
BMC Software (BMC)BMC Software (BMC) · Elliott Management
Activist deck Activist investor 3 hits
46
The slide contains only header and footer information typical of a SEC filing exhibit.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 3 hits
48
The slide contains only header and footer information, indicating it is a blank page in the original document.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Thesis Headline3 hits
50
The slide contains only header and footer information.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 3 hits
64
The slide contains only header and footer information.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 3 hits
68
This slide contains only header and footer information, typical of a blank page in a deck.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 3 hits
10
This appears to be a transcript of a video or audio recording.Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor 3 hits
06
Includes footnotes detailing specific instruments and tranches.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle3 hits
08
The slide highlights PSH's outperformance (397% vs 147%) and introduces the strategic rationale for the HHH transaction.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle3 hits
01
United Technologies; ADP (UTX; ADP)United Technologies; ADP (UTX; ADP) · Pershing Square Holdings, Ltd.
Press release Activist investor Beat · Attention3 hits
43
The slide uses a table to break down fee attribution by shareholder group, highlighting that only 52% of fees are truly incremental.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 3 hits
02
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Press release Activist investor 3 hits
15
This slide is part of a legal or regulatory filing (Pamela Jones Harbour, 2014) exposing deceptive marketing practices.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Evidence & Proof3 hits
18
This is a page from a Pershing Square shareholder letter/report criticizing Herbalife's business practices.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Impact & Next Steps3 hits
63
Uses a combination of direct quotes, financial data, and regulatory/political pressure to build the case.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 3 hits
64
This is an activist short-seller slide (Pershing Square) framing regulatory risk as a catalyst for the company's collapse.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 3 hits
01
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · Pershing Square Capital Management
Press release Activist investor Beat · Attention3 hits