slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 2,791-2,820
Pages 3,225
Rows per page 30
Component
2,791-2,820 of 96,741
46
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 3 hits
49
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 3 hits
10
Includes YTD 2025 data and a specific callout regarding discount to NAV.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain3 hits
65
The slide uses a combination of bulleted lists and callout boxes to present a political and financial argument for GSE privatization.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 3 hits
70
The slide highlights a disconnect between market price and fundamental earnings growth.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 3 hits
75
The slide uses a before-after structure to contrast the successful turnaround period (2016-2024) with recent management changes and performance struggles.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action3 hits
155
The slide uses a 'preempt_rebuttal' structure by acknowledging current headwinds (sub-scale, transformation, R&D spend) to argue for higher future margins.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
84
The slide uses red dashed boxes to highlight contradictions in management's narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 3 hits
87
Uses a side-by-side comparison of tables and charts to highlight the discrepancy in historical margin reporting.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 3 hits
119
The slide uses a visual 'miss' indicator to emphasize the gap between targets and actuals.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 3 hits
30
The slide uses a visual contrast between the location of Hess (NYC) and the cluster of peer companies in the central/southern US to argue that Hess leadership is disconnected from its operational reality.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 3 hits
47
Uses a table to show negative performance percentages across various peer groups and timeframes.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 3 hits
48
Uses quotes from ISS and Glass Lewis to build a case against the board's compensation committee.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 3 hits
57
Uses a red trend line to highlight the 'underperformance' period and a green line for the 'outperformance' period.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 3 hits
61
The slide uses a bar chart to show the decline in price targets and uses callouts to explain the 'why' behind the movement. It explicitly calls out management's attempt to hide data.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 3 hits
88
The slide uses a table to discredit the original board members and a quote to justify the new board composition.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 3 hits
129
Includes specific career highlights and board experience.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle3 hits
142
Uses a contrast-pairs framework to highlight the difference between the two sets of nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle3 hits
12
Uses a contrast-pairs framework to highlight the difference between the two groups of nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction3 hits
18
Uses a line chart with a trend line to highlight the discrepancy between management's narrative and historical performance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction3 hits
12
Uses a before-after framing to contrast high investment with poor financial performance.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction3 hits
23
The slide uses a waterfall-style arrow to illustrate the reduction of net cash to peer levels.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain3 hits
21
Uses a stacked bar chart to illustrate capital structure seniority.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication3 hits
30
The slide uses a contrast between portfolio share and loss share to argue against the GSEs' past risk management.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication3 hits
08
Includes a specific callout regarding the widening discount to NAV.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Need3 hits
52
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization3 hits
63
Includes callouts for Pershing Square investment announcement and Analyst Day.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization3 hits
09
The slide highlights the impact of 2020 bond issuances on the overall capital structure and debt maturity profile.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 3 hits
23
The chart uses a dotted line to visually connect the peak loss point for both indices in March 2009.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Evidence3 hits
04
The slide highlights a valuation disconnect where earnings estimates have risen while the share price has declined.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction3 hits