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The chart uses a timeline-based annotation style to correlate market volatility with specific litigation and election events.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
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Slide 1
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Attention2 hits
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The slide uses a vertical dashed line to separate the subject (PSH) from the benchmark indices.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · SatisfactionLoop · Before After2 hits
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The slide uses a line chart to correlate share price movement with specific strategic announcements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
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The slide uses a timeline-annotated line chart to correlate share price volatility with specific news events.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
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The slide uses callout boxes to explain specific price movements relative to earnings and market sentiment.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
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The chart includes a callout box explaining a price spike due to Q4 results and 2026 guidance.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
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The chart uses callouts to link specific corporate milestones (acquisitions, leadership changes) to share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
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The slide uses callouts to link specific corporate milestones to share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
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The chart highlights the impact of Pershing Square's investment announcement and subsequent company milestones on the share price.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
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The slide uses a timeline-annotated line chart to correlate corporate events with share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
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The chart highlights the correlation between specific corporate events and share price growth.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
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The chart highlights the gap between the average cost at announcement ($91) and the final price ($63).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action2 hits
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This slide serves as a credentialing page for the activist investor (Elliott) and summarizes their due diligence process.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 2 hits
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The slide uses a 'villain' framing by highlighting consistent underperformance across all benchmarks.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Logic Chain2 hits
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The slide highlights BMC's consistent underperformance relative to benchmarks and peers, using data from Capital IQ.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Logic Chain2 hits
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Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Situation & Context2 hits
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The chart uses a stacked bar approach to illustrate the additive value of two distinct strategic initiatives.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Situation & Context2 hits
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The slide uses a bulleted list structure to highlight competitive moats and market opportunity.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 2 hits
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The slide uses a clear visual hierarchy to emphasize the dominance of the NOAM Physical segment.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 2 hits
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The slide uses a dual-axis combo chart (bar + line) for each metric to show absolute values and percentage margins/growth.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 2 hits
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Uses a rhetorical question structure to frame the investment as irrational.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
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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 Inaction2 hits
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The slide uses bar charts to visually demonstrate the performance disparity between the two geographic segments.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
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Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 2 hits
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The slide uses a waterfall-style bridge to illustrate value creation.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits
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The chart uses a waterfall-bridge structure to illustrate the impact of specific business improvements on stock price.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits
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The slide uses a 'Mid' and 'High' scenario to calculate valuation appreciation per share based on G&A savings.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits
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The chart uses a stacked bar approach to show additive value components.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits
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The slide uses a 'problem-solution' structure to critique current compensation metrics.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach2 hits