slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
Current window 27,421-27,450
Pages 2,019
Rows per page 30
Component
27,421-27,450 of 60,557
18
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
74
The slide provides a snapshot of the valuation gap between the market price and the NAV of the fund.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
77
The slide highlights that broker trading volume is 2.3x exchange traded volume.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit
05
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Attention1 hit
08
The slide uses a split-table format to contrast positive and negative performance drivers.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
09
Includes a footnote regarding a change in reporting methodology for HKD call options between 2010-2014 and 2015-2016.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
10
The slide provides a breakdown of AUM by fund entity.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
15
The slide uses a table structure to categorize holdings by percentage of capital.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
44
The slide uses a comparison table to expose the complexity of competitor ingredients versus Chipotle's simple, recognizable list.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
45
The slide uses a color-coded grid (green=positive, yellow=neutral/mixed, red=negative) to highlight Chipotle's superiority.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
74
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
05
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)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 1 hit
09
Includes a footnote regarding HKD call options treatment.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 1 hit
26
The slide uses a table to build up to a 2.5% margin increase estimate.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 · SolutionLoop · Tale Two Worlds1 hit
30
Uses a checkmark-based scoring system (1-4) to visualize relative attractiveness of merger candidates.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 · SolutionLoop · Tale Two Worlds1 hit
43
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)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 · EvidenceLoop · Cost Of Inaction1 hit
43
The slide uses a bearish scenario analysis to counter the '22% of sales' argument by showing the disproportionate impact on earnings.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
44
The slide uses a bridge-style table to adjust GAAP EPS down to a 'Pro Forma EPS' by subtracting items management adds back, and further adjusting for U.S. business impact and compliance costs.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
04
Uses a table to decompose growth components and a bar chart to show the trend of declining growth.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
07
The slide uses a timeline-style table to show the progression from positive reporting to silence.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
09
The table explicitly calculates the 'adjusted' performance by subtracting the estimated pull-forward volume.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
11
The slide uses a contrast-pair framework to highlight the evolution of legal risk disclosures.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
The slide uses bolding to emphasize the shift in compensation methodology for independent service providers in China.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
The slide uses bolding to emphasize the expanded scope of regulatory risk in the 2017 disclosure.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
The slide highlights the discrepancy between 'Reported' and 'Adjusted' EPS by listing specific line items that are recurring but treated as non-recurring.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction1 hit
05
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 1 hit
08
The table demonstrates that both long and short strategies have contributed to performance, with short positions providing positive returns in years where long positions struggled (e.g., 2007, 2008).Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
09
The slide includes a footnote clarifying the relationship between specific funds and the PSV co-investment vehicle.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
18
The slide uses a table to bridge the gap between asset utilization and margin impact.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
77
The slide highlights that broker trading volume is 2.3x exchange traded volume.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Impact & Next Steps1 hit