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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 27,241-27,270
Pages 2,019
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Component
27,241-27,270 of 60,568
05
Burger King Worldwide Holdings (BKW)Burger King Worldwide Holdings (BKW) · Justice Holdings Ltd.
Activist deck Activist investor Beat · Situation & Context1 hit
08
Includes valuation metrics derived from a specific transaction (Justice).Burger King Worldwide Holdings (BKW) · Justice Holdings Ltd.
Activist deck Activist investor Beat · Solution & ApproachLoop · Why Now1 hit
15
The slide uses a comparison of operational size vs. valuation to argue for an activist investment thesis.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
18
The slide uses a red circle to highlight the negative 18% return for CP, emphasizing the poor performance.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
21
Includes a callout box preemptively addressing the 'longer haul' argument for lower pricing.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
24
The slide uses a callout box to emphasize a specific 200bps loss metric.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
28
The slide uses a 'before-after' comparison of asset utilization metrics between 2005 and 2010 to highlight operational inefficiency.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
30
The chart uses a vertical dashed line at 2005 to mark a transition or specific event.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
36
The slide uses a causal chain framework to link operational failures to shareholder dilution.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
16
The slide uses a visual arrow to represent the 'Capacity reduction' process applied to the 2010 margin data.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
23
The slide uses a simple arithmetic model to project recovery timelines based on current excess supply and assumed housing starts.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
28
The slide uses a visual bridge to show EBITDA expansion from current levels to 3x current levels based on housing start volume.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
29
The slide presents a financial bridge/calculation to justify a $400M EBITDA floor.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
32
The slide uses a scenario-based valuation approach to demonstrate upside potential based on housing starts.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
09
The chart shows a significant dip in inflation during 2009 followed by a recovery.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
11
Uses a causal flow diagram (Economic Weakness -> Accommodative Monetary Policy).Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
19
The slide highlights a policy mismatch where Economy X is growing and inflating while maintaining US-style loose monetary policy.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
59
Includes a formula for calculating % undervaluation.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
60
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
61
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
91
The table highlights Hong Kong's jump from rank 9 to rank 3.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
119
The slide uses a specific scenario of revaluation to 6.00 (+30%) to illustrate the investment thesis.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
121
The slide uses a table to contrast expected revaluation scenarios with market-implied probabilities to highlight a discrepancy.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
12
The slide highlights peak performance metrics with red dashed boxes.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
13
The slide includes a footnote clarifying that Home Depot figures represent the entire company due to inconsistent U.S.-only disclosure.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
14
Lowe's Companies, Inc. (LOW)Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
19
The slide highlights that Pershing Square's projections are more conservative than management's, with a specific callout for the drivers of share gains.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
20
The slide uses a bar chart to illustrate recovery potential relative to a historical peak.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
21
The table outlines three scenarios (Low, Mid, High) for EBIT margin expansion, with a supporting note on gross margin headwinds and operating expense leverage.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Why Now1 hit
22
The slide uses a scenario-based valuation approach to estimate year-end 2014 share value.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Why Now1 hit