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Matching slides 110,471
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20,251-20,280 of 110,471
18
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction3 hits
31
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction3 hits
32
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction3 hits
42
Uses a 'buy the dip' investment thesis logic.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction3 hits
47
Uses a convergence diagram to show market share shift toward Fast Casual.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction3 hits
89
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction3 hits
11
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire3 hits
17
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire3 hits
23
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire3 hits
27
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire3 hits
32
The slide uses a convergence diagram to show how three distinct market segments are funneling demand into the 'Fast Casual' category.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire3 hits
60
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire3 hits
17
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 3 hits
26
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 3 hits
43
The slide uses a structured list format to highlight operational success, valuation gap, and corporate strategy.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After3 hits
03
This slide serves as a foundational disclaimer for the activist campaign, emphasizing the depth of due diligence while acknowledging information asymmetry.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
14
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
33
Includes a testimonial quote from a former SVP to reinforce the 'ticking time bomb' narrative.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction3 hits
44
Uses a scenario analysis to demonstrate how client mix shifts mask revenue stagnation.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
62
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown3 hits
63
The slide uses historical margin data and business mix percentages to establish Paychex as a valid proxy for ADP's SMB segment performance.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown3 hits
79
Uses a 'preempt_rebuttal' style to dismantle management's narrative.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
90
Uses expert testimony to validate the problem statement.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
108
Includes a quote from a former VP to validate the claim of excessive management layers.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
112
Uses a classic before-after-bridge structure to justify the migration strategy.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
116
Uses a quote to illustrate 'corporate immune system' resistance to change.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
06
MPC stands for Master Planned Community.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)3 hits
40
Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)3 hits
50
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 3 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