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Matching slides 110,471
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20,341-20,370 of 110,471
39
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size3 hits
47
This is a classic activist investor thesis slide summarizing the bull case for a portfolio company.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown3 hits
49
The slide uses a structured list format to present the investment thesis, focusing on business quality, growth, and valuation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown3 hits
54
This slide serves as a summary of the investment thesis for Chipotle, highlighting both historical performance and future growth drivers.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown3 hits
56
This slide serves as a high-level thesis summary for an activist investor presentation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown3 hits
09
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Need3 hits
35
The slide uses a list-based structure to present investment thesis summaries for Amazon, Meta, and Hertz.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action3 hits
52
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action3 hits
54
Slide 54 from a Pershing Square activist deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action3 hits
65
The slide uses a structured list format to present four key pillars of the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action3 hits
69
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action3 hits
13
This is a page from an activist investor letter (Elliott Management) proposing a 'Value-Enhancement Plan' for Cognizant.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test3 hits
05
The slide uses a simple bulleted list to establish the activist's core arguments.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need3 hits
58
Uses dual-axis charts to correlate trading volume spikes with share price appreciation post-announcement.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · David Goliath3 hits
127
Uses a vertical line with bullet points to represent a causal or thematic chain.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 3 hits
140
Uses a vertical line with bullet points to represent a causal or thematic breakdown of the 'Incoherent Strategy' thesis.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 3 hits
08
Uses a combination of a stacked bar chart for dilution breakdown and a grouped bar chart for performance comparison.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown3 hits
41
The slide uses a central diagram to position BMC between traditional infrastructure software and next-gen SaaS players.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 3 hits
52
The slide uses three distinct charts to highlight poor governance and performance metrics.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 3 hits
99
Uses a comparison table to show valuation discrepancies and a Venn-style diagram to show analyst coverage overlap.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 3 hits
116
Includes specific mention of 750% share appreciation at American Express.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle3 hits
133
Includes specific career highlights and M&A experience.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle3 hits
161
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 3 hits
10
The slide uses a 'villain' framing by questioning John Hess's personal voting behavior against his own board's recommendation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction3 hits
03
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Situation & Context3 hits
06
The slide uses a bulleted list structure to highlight competitive moats and market opportunity.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 3 hits
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 3 hits
31
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach3 hits
27
Uses a 'Plan vs. Actual vs. Proposed' structure to highlight management failure.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Action3 hits
04
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain3 hits