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319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

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73
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 · Action1 hit
74
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
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 · Action1 hit
76
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 · Action1 hit
77
This slide serves as a retrospective case study of a successful activist investment.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
78
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 · Action1 hit
79
Slide 79 of an activist investor deck, detailing post-mortem analysis of exited positions.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
80
The chart uses a timeline-based annotation approach to explain share price volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
81
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 · Action1 hit
82
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
83
Page number 83 indicates this is the final appendix slide.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
84
Standard legal disclaimer page for an activist investor deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
85
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
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Slide 1
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
02
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
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Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
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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 & Context1 hit
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Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
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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 1 hit
07
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 1 hit
08
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 1 hit
09
The slide uses a combination of a line chart for growth trends and a stacked bar chart for capital allocation to argue that the business is running out of growth opportunities.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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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 Inaction1 hit
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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 Inaction1 hit
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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 Inaction1 hit
14
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
15
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
16
The chart shows a dual-axis plot of stock price and trading volume for IRM.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
17
Uses direct quotes from 2010 Investor Day to build a case against management's current capital allocation.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
18
Uses a highlight effect on the CEO quote to emphasize the 'growth at all costs' narrative.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
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Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
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Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
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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 & Approach1 hit
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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 & Approach1 hit
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Includes a stacked bar chart representing the $5.47 opportunity and a table detailing mid and high-case savings.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
24
Uses a valuation bridge logic to arrive at the $3.45 per share figure.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
25
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 & Approach1 hit
26
The slide uses a stacked bar visual to represent the $3.72 opportunity and provides a supporting table for the valuation buildup.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
27
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
28
The chart uses a stacked bar approach to show additive value components.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
29
The chart uses a waterfall-bridge style to illustrate the components of potential value uplift.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
30
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
31
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
32
The table shows sensitivity of per-share value to REIT cap rates and EBITDA multiples.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
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The table uses a scenario-based approach to demonstrate the valuation uplift of different strategic initiatives.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
34
The table highlights specific share price outcomes corresponding to different operational and structural scenarios.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
35
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
36
The slide uses a 'problem-solution' structure to critique current compensation metrics.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
37
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
38
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
39
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
40
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
41
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
42
The chart shows a downward trend in Capex as a % of revenue across three segments (International, Digital, NA) from 2006 to 2014.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Loop · Before After1 hit
43
The slide uses a red arrow to emphasize the upward trend in costs.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Loop · Before After1 hit
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Includes a red arrow annotation indicating the upward trend in costs.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Loop · Before After1 hit
45
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
46
The slide uses pie charts to visualize the split between REIT and TRS segments for both revenue and OIBDA.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
47
The slide uses a 3-year forward earnings yield to account for the slower earnings growth profile of REITs due to long-term leases.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit