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Framework

1,411-1,440 of 3,642

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The slide uses a 'before-after' framing to highlight the gap between current performance and potential.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
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The chart highlights specific dates (2/3/16, 6/30/16, 8/29/16) and their corresponding impact or context on the stock price.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
23
The chart uses callout boxes to link specific dates and corporate events to fluctuations in the stock price.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
28
The chart uses a dual-line approach to show the adjusted performance (APD + VSM) versus the standalone APD stock price.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
29
The chart tracks two lines: APD (green) and APD + VSM (blue), illustrating the value creation including the Versum spinoff.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
53
The chart uses a dashed horizontal line to indicate the average cost basis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
60
The chart includes dashed horizontal lines representing the average cost basis for each stock.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
65
The slide uses a dashed line to highlight a specific period of decline following the FTC announcement.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
69
The slide uses a 'positive progress vs. valuation discount' framing to set up an activist thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
77
The slide uses a dashed line to anchor the initial cost basis ($196) against the current price ($15) to visually emphasize the magnitude of the loss.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
80
The slide uses callouts to correlate specific earnings report dates with stock price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
81
The chart highlights the entry point of Pershing Square at $10.50 and the subsequent performance relative to that cost basis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
86
The chart uses a line graph to track share price over time, with callout boxes marking specific dates and events.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
87
The chart uses a line graph to correlate specific activist interventions with stock price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
13
The slide uses a 'before-after' framing to argue that current progress is insufficient compared to potential.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · DesireLoop · Before After1 hit
15
The chart uses a dashed line to indicate the reference price of ~$39 (average cost).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
24
The chart uses callout boxes to link specific dates to corporate events, illustrating the impact of activist intervention.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · DesireLoop · Before After1 hit
80
The chart highlights the volatility of the stock following major acquisitions and earnings reports.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
97
The slide uses a line chart with callout boxes to annotate specific milestones in the investment timeline.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 Beat · Conclusion1 hit
26
The slide uses a before-after structure to explain a regulatory change in compensation policy.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
30
The slide uses a before-after framing to contrast previous practices with new regulatory requirements.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
31
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 Steps1 hit
03
The slide uses a dual-axis combo chart for revenue and a stacked bar chart for EPS to highlight financial deterioration.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Setup1 hit
19
The slide uses a before-after comparison to demonstrate operational efficiency gains.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
21
The chart uses a waterfall-like progression to show margin expansion potential.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
22
The chart highlights the correlation between activist intervention/company announcements and stock price movement.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
26
The slide highlights the correlation between activist intervention (Pershing Square) and stock price appreciation.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
32
The slide highlights the correlation between activist involvement (Pershing Square) and stock price appreciation.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
40
The slide uses a timeline-annotated line chart to correlate corporate milestones and activist actions with stock price appreciation.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
61
The chart highlights the decline from the $10.50 entry point to the $8.28 price as of April 2016.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit