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Matching slides 110,539
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2,611-2,640 of 110,539
51
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action6 hits
54
The slide uses a series of colored bars to represent chronological events.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement6 hits
43
The slide uses a two-part structure: positive business developments followed by a preemptive rebuttal regarding market concerns.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 6 hits
49
The slide uses a chronological list format to demonstrate momentum and positive change following activist engagement.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction6 hits
36
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire6 hits
74
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action6 hits
37
The slide highlights operational milestones for HHC's various developments and explains a specific financial transaction by PSH regarding FIRPTA compliance.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After6 hits
39
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After6 hits
35
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action6 hits
36
The slide uses a vertical process flow to demonstrate the sequence of events.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action6 hits
46
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Before After6 hits
06
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 6 hits
14
Includes a disclaimer at the bottom regarding SFDR Article 8 and 9.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 6 hits
06
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Situation & Context6 hits
85
Uses a contrast-pairs framework to redefine the company's terminology.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 6 hits
87
Uses a combination of direct CEO quotes and financial disclosure data to build a case for the 'pyramid scheme' thesis.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 6 hits
01
This is a formal investor letter from Bill Ackman regarding a new position in Netflix.Netflix, Inc. (NFLX) · William A. Ackman
Shareholder letter Activist investor Beat · Setup6 hits
03
Slide provides a snapshot of the GSEs' market position and financial state as of May 2014.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Situation & Context6 hits
08
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Situation & Context6 hits
20
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication6 hits
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 6 hits
15
The slide uses a historical timeline to establish that HHC's current asset portfolio has a long history of prior ownership, drawing a parallel to Donald Bren's business model.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)6 hits
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 Contradiction6 hits
06
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Complication6 hits
06
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 6 hits
43
The slide uses a two-part structure: positive business developments followed by a preemptive rebuttal regarding market concerns.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 6 hits
49
The slide uses a bulleted list format to track events chronologically, effectively serving as a timeline.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 6 hits
04
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Situation & Context6 hits
34
The slide outlines four key strategic pillars: loyalty program enhancements, shift in growth strategy (owned vs. licensed), portfolio rationalization, and leadership change.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution6 hits
43
The slide uses a list of colored callout boxes to present key investment arguments.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 6 hits