slides · global inventory
Causal Chain
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,586
Current window 721-750
Pages 53
Rows per page 30
Framework
721-750 of 1,586
34
The chart illustrates the 'debt-for-equity' swap dynamic where debt increased while market cap declined.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
16
Uses a timeline to illustrate the accumulation of brands over time.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
66
The slide uses a dual-axis combo chart (bar + line) to illustrate the correlation between member counts and YoY growth rates.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
47
Uses a convergence diagram to show market share shift toward Fast Casual.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
76
The slide uses a timeline-annotated line chart to correlate specific corporate governance and financial events with a sharp decline in equity value.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
32
The slide uses a convergence diagram to show how three distinct market segments are funneling demand into the 'Fast Casual' category.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
53
The chart uses a dual-axis approach to overlay performance against discount volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
16
Uses a mathematical equation to illustrate financial impact.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
10
The chart uses callout boxes to link specific financial events to fluctuations in the debt ratio.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Need1 hit
45
The slide uses a causal argument linking EPS growth to P/E expansion.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
26
Uses a circular process diagram feeding into a linear outcome box.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
161
The slide uses a bulleted list structure to frame the argument that ADP's performance is largely due to industry-wide tailwinds rather than unique operational excellence.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
100
The slide consists of a single callout box containing the core investment thesis.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
23
Uses a visual flow from left (engagement method) to right (desired outcome).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
90
The slide uses a combination of bar charts for absolute values and line charts for YoY growth to illustrate the business decline.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
91
The slide uses a combination of bar and line charts to illustrate the deceleration of key operational metrics.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
08
Uses a downward-trending arrow as a visual metaphor for decline.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Problem Statement1 hit
127
Uses a vertical line with bullet points to represent a causal or thematic chain.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
32
The chart illustrates the negative impact of incremental well costs on Net Asset Value (NAV).Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
08
Uses a causal chain/logic flow structure to justify activist demands.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
69
The slide uses a hub-and-spoke style cycle diagram to visualize a negative feedback loop.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 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
25
The slide uses a causal chain to explain why guarantees issued during downturns are lower risk.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & ApproachLoop · Before After1 hit
65
The slide uses a combination of a line chart for interest rates and a bar chart for origination volumes to demonstrate sensitivity.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
23
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
23
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
33
The slide uses a balance sheet visualization to illustrate the high leverage (40:1 ratio implied by $100 assets vs $2.5 equity).Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
39
Uses a simple causal flow diagram to show the violation of a specific legal article.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
327
The slide uses a simple multiplication framework to derive a total loss figure, while noting that this is a conservative estimate.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
16
Uses a timeline to illustrate the accumulation of brands (Jacobs, Nabisco, Cadbury, Milka, LU) leading to the formation of Mondelez.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