slides · global inventory
Evidence Matrix
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 335
Current window 181-210
Pages 12
Rows per page 30
Framework
181-210 of 335
65
This is a classic activist investor slide designed to undermine management credibility by contrasting past projections with current reality.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
135
The slide uses a historical precedent (CDK) to frame a critique of the current target company (ADP).Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
25
The slide uses a case study approach to demonstrate the efficacy of the firm's activist strategy.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
06
The slide uses a table format to contrast quantitative stock performance with qualitative analyst/executive commentary for specific M&A precedents.Citi | Investment Banking Pitch Book | 21 slides · Citi
Consulting deck Investment bank Beat · Problem & ComplicationLoop · Hypothesis Test1 hit
03
The slide uses a qualitative scoring system (double check, single check, prohibition sign) to evaluate strategic options.Citi | Investment Banking Pitch Book | 58 slides · Citi
Consulting deck Investment bank Beat · Situation & Context1 hit
47
Includes a summary statistics table (Low, Mean, Median, High) and a valuation reference range calculation.Citi | Investment Banking Pitch Book | 58 slides · Citi
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
53
The chart illustrates three categories of fiber projects: Churn Replacement, Harvest, and Expansion, showing how yield decreases as annual growth rate increases.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
23
Includes domestic insurance transactions since 2000 over $200mm in deal value.Deutsche Bank | Investment Banking Pitch Book | 38 slides · Deutsche Bank
Deck Investment bank Beat · Evidence & Proof1 hit
299
The slide uses yellow circles to annotate specific acquisition events along the stock performance line.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
114
The slide uses checkmark icons to indicate that all nominees possess all listed qualifications.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
05
The slide uses a four-column layout to detail different research streams (employees, advisors, shareholders, customers).Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
26
Includes summary statistics (Mean, Median, Max, Min) at the bottom of the table.Evercore | Investment Banking Pitch Book | 32 slides · Evercore
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
76
The slide uses a checkmark matrix to demonstrate domain expertise relevance.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Victory1 hit
07
The slide uses a structured table format to build credibility through past transaction experience and specific advisory strengths.Goldman Sachs | Investment Banking Pitch Book | 27 slides · Goldman Sachs
Consulting deck Investment bank Beat · Problem & ComplicationLoop · Golden Circle1 hit
04
The slide provides a comparative overview of historical transaction data for GP (General Partner) transfers.Goldman Sachs | Investment Banking Pitch Book | 8 slides · Goldman Sachs
Deck Investment bank 1 hit
10
The slide uses the Pershing Square 13D filing date as the baseline for outperformance.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
27
The slide highlights the efficacy of Pershing Square's hedging strategy as a counter-narrative to HHH/GGP's performance.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
76
The slide uses a checkmark matrix to demonstrate domain expertise relevance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
20
The table serves as a precedent for regulatory risk and financial impact in the pharmaceutical industry.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Preempt Rebuttal1 hit
40
Includes a specific callout for the ~15% average premium.Morgan Stanley | Investment Banking Pitch Book | 42 slides · Morgan Stanley
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Hypothesis Test1 hit
41
The table highlights IDR buyout transactions with GP take >30% of incremental cash flows.Morgan Stanley | Investment Banking Pitch Book | 42 slides · Morgan Stanley
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Hypothesis Test1 hit
38
Uses survey data to validate the offer price against investor sentiment.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
11
The slide serves as a methodology disclosure for the subsequent claims regarding Herbalife's operations in China.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
39
The slide uses the Red Lobster transaction as a 'case study' to reinforce the broader activist campaign against the Darden board.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
174
Uses Yelp ratings as a proxy for customer satisfaction to highlight underperformance.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
37
Uses a 100% stacked bar chart to show 0% positive response from a small sample size of 11 advertisers.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
38
Uses a bar chart to emphasize a 0% vs 100% result.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
10
The slide uses the Model S as a case study to validate the company's operational philosophy.Tesla | Investor Presentation Deck | 33 slides · Tesla
Pitch deck Investor relations Beat · SatisfactionLoop · Cost Of Inaction1 hit
65
The slide uses a bracketed taxonomy to group deals by outcome status.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
92
Includes a specific HBS case study reference and a direct quote from a former CEO/Director.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor 1 hit