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Decomposition
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151-180 of 365
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The chart uses a stacked bar approach to show return attribution. The bottom section includes a memo row for current NTM P/E multiples.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
42
The chart uses a stacked bar approach to show the attribution of market returns.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
58
The slide uses a 'decomposition' style to show how a complex metric is built on 'unproven assumptions'.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
The slide uses a table to decompose reported EBITDA margin expansion into organic vs. inorganic components.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
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Uses a bottom-up buildup approach to estimate total industry reach.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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Uses a simple decomposition diagram to show how a positive GAAP figure masks a larger statutory loss.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
07
The slide uses a red checkmark icon to denote each lever, with one row highlighted in red to emphasize a specific concern regarding TAM expansion.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
48
The slide uses a simple numerical example to illustrate the 'valuation trap' of consolidated growth metrics.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
72
The slide uses a 'drill-down' visual technique to show the composition of the 'Durable' segment.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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Uses a funnel-like process flow to show how the TAM is reduced by applying realistic filters (non-compliance, anatomy eligibility, BMI/AHI/age limits).Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses a hierarchical pie chart structure to decompose revenue segments.Bank of America | Investor Conference Presentation Deck | 24 slides · Bank of America
Conference presentation Investor relations Loop · Cost Of Inaction1 hit
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The slide uses a decomposition framework to explain the divergence between AUM growth and Base Fee growth.BlackRock | Investor Conference Presentation Deck | 19 slides · BlackRock
Conference presentation Investor relations Beat · ChallengesLoop · Cost Of Inaction1 hit
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The slide uses a 'sum-of-the-parts' valuation logic, arguing that the market is mispricing the company due to noise from non-core or transitional segments.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
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The slide uses a dual-panel structure to contrast the underperforming ESM segment with the stable, high-margin MSM segment.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
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The slide uses a waterfall-style buildup to demonstrate debt reduction.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses a tree-like structure to decompose high-level strategic goals into specific tactical initiatives.Goldman Sachs | Investment Banking Pitch Book | 66 slides · Goldman Sachs
Consulting deck Investment bank Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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This slide is likely from a presentation defending the multi-level marketing structure of Herbalife.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
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The slide uses a stacked bar representation to show how the 73% payout is distributed across bonuses, overrides, and retail discounts.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
70
The slide includes a specific assumption regarding the allocation of G&A (75% to Real Estate/Franchise, 25% to McOpCo).McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
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Uses a bridge-style visual to connect the 'Durable' segment of the total portfolio to its sub-components.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 hit
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The table uses a contribution-to-SSS model to derive total growth figures.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
17
Uses a weighted average calculation to justify a 5% long-term growth target.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The slide uses a specific G&A allocation assumption (75% to Real Estate/Franchise) to derive the EBITDA split.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
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The slide uses a weighted average calculation to justify a 5% growth target.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
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Uses a donut chart to illustrate the shift in value composition when excluding non-core assets.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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Uses donut charts to illustrate portfolio composition and the specific weight of Nordic P&C assets.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
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This slide is part of an activist investor presentation (Starboard Value) targeting Darden Restaurants.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
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The table uses a decomposition framework to arrive at the total SSS growth figure.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
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Uses a comparison framework to justify a sum-of-the-parts valuation approach.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit