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Matching slides 96,741
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2,761-2,790 of 96,741
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Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action3 hits
36
Slide 36 from a Pershing Square activist deck.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action3 hits
26
Slide 25 from an activist investor deck (Pershing Square).Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising SuccessLoop · Before After3 hits
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The slide uses a callout box to highlight key events (initial purchase and 13-D filing) to correlate with stock price movement.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising Success3 hits
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Pershing Square Portfolio (multiple positions)Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement3 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 3 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
37
The slide uses a contrast-based structure to highlight operational success versus market perception.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction3 hits
79
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction3 hits
83
Slide 83 of the deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction3 hits
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 3 hits
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This slide outlines the core activist thesis for ADP, focusing on operational improvements and valuation gap.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 3 hits
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Uses a 'before-after' framing logic to contrast current operational underperformance with potential future growth.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction3 hits
59
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 3 hits
97
The slide uses a pro-forma bridge to justify the acquisition price and expected returns.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 3 hits
102
The slide uses a contrast-pair structure to highlight the perceived reliability of Valeant's synergy track record versus the uncertainty of standalone Allergan's growth drivers.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 3 hits
14
The slide functions as a legal argument slide, using quotes from an FTC complaint to dismantle the 'retail-based' defense.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Aha Moment3 hits
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The slide uses a contrast-pairs approach to expose the company's shifting narrative regarding data collection requirements.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction3 hits
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The slide uses a 'Before/After' structure to illustrate the impact of legal compliance on marketing language.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps3 hits
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The slide uses a 'claim-response' structure to systematically dismantle arguments made by the company.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps3 hits
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The slide highlights the excessive leverage (6x) of risky assets relative to capital requirements.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction3 hits
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The slide uses a before-after style comparison to illustrate the 'effective' ownership increase.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction3 hits
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Uses a 'back of the envelope' extrapolation method to quantify future value creation potential.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)3 hits
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The slide uses a table to show the rates and green callout boxes to frame the argument that the consulting pay structure is a sham.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Struggle3 hits
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The slide uses a 'However' transition to pivot from a standard valuation to a more complex, asset-based argument.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution3 hits
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The table models four scenarios based on annual M&A spend ($0bn, $5bn, $10bn, $20bn).Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution3 hits
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The slide uses a 10% discount rate for PV calculations and assumes a constant 16x NTM P/E multiple.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution3 hits
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The slide provides specific financial modeling parameters for Valeant and Salix, excluding future acquisitions.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 3 hits
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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 3 hits
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The slide uses a bridge-like visual to demonstrate the impact of scale on expense ratios.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof3 hits