slides · global inventory
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Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 591
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Framework
151-180 of 591
60
The slide highlights a significant positive return following a corporate spinoff.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
69
The slide highlights a divergence between operational performance and valuation multiples.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
75
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
36
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
131
Includes detailed footnotes regarding financial assumptions and methodology.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
31
The slide highlights that the durable business represents ~85% of total sales.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
92
The slide uses a dual-axis combo chart (bar + line) to demonstrate declining performance metrics over time.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
37
This is the iconic slide from the original iPhone launch presentation.Apple | Product Presentation Deck | 185 slides · Apple
Conference presentation Investor relations Beat · One day1 hit
76
This is a classic Steve Jobs presentation slide, characterized by minimal text and high-contrast, large-font messaging.Apple | Product Presentation Deck | 95 slides · Apple
Conference presentation Investor relations Beat · Action1 hit
289
The slide uses a 'fill the mill' strategy to justify lower-margin incremental volume as a driver for overall profitability.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
05
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
47
This is a classic activist investor 'thesis' slide, outlining the 'why' (unlocked value) and the 'how' (new board members + strategic review).BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Thesis Headline1 hit
63
This is an activist investor slide from Elliott Management targeting BMC Software.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
07
The slide uses a strong, declarative tone to frame the activist's thesis.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem Statement1 hit
10
The slide uses a strong, declarative thesis statement typical of activist investor presentations.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
03
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
58
Includes two distinct tables: a valuation sensitivity analysis and a margin performance comparison.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
10
The chart illustrates the post-2008 collapse of the private-label MBS market and the subsequent dominance of GSEs.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Situation & Context1 hit
154
This slide serves as a core argument or 'thesis' slide in an activist presentation.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
54
The chart illustrates a clear structural shift in Hong Kong's trade dependency.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
65
The chart uses a trend line to emphasize the growth rate.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
102
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
122
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
42
The slide uses a callout box to highlight the key takeaway that inventory declines exceed sales declines.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
69
The slide highlights a divergence between operational performance and valuation multiples.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
07
This is a classic activist investor critique of corporate-owned assets vs. franchised assets.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
20
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
08
The slide uses strong, emotive language ('wrong spin-off', 'value destructive', 'permanently impaired') to frame the management's proposal as a threat to shareholder value.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Hypothesis Test1 hit
159
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
281
Includes a peer benchmark chart for NNN REIT payout ratios and a pro forma table comparing current vs. separated dividend metrics.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit