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slides · global inventory

Comparison Frame

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 6,294
Current window 2,761-2,790
Pages 210
Rows per page 30
Framework: Comparison Frameclear collectionreset all
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Framework

2,761-2,790 of 6,294

filter-aware
07
The slide highlights superior performance in down markets compared to the S&P 500.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Interest1 hit
06
The chart highlights a significant performance outperformance of Pershing Square (722.9%) versus the S&P 500 (134.3%).Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Humble Origins1 hit
56
The slide uses a green table to contrast goals with outcomes, using checkmarks for success and an 'x' for the failure to trade at a premium.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
60
The chart shows the stock price (blue) consistently trading below the NAV (green).Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
15
The chart highlights Mondelez's underperformance relative to peers, with Mondelez shown in red.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
17
The slide uses a comparison frame to expose a gap between Mondelez's performance and the 'gold standard' 3G Capital approach.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
21
The chart highlights Mondelez in red, separated from the peer group by a dashed line.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
44
The slide uses a comparison table to expose the complexity of competitor ingredients versus Chipotle's simple, recognizable list.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
45
The slide uses a color-coded grid (green=positive, yellow=neutral/mixed, red=negative) to highlight Chipotle's superiority.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
06
The slide uses a standard 'Winners and Losers' format common in investor reporting to attribute performance to specific portfolio positions.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Interest1 hit
14
The chart uses a red bar for the subject company (Mondelez) and blue bars for peers to highlight the performance gap.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · DesireLoop · Before After1 hit
29
Uses a comparison table to highlight ingredient simplicity as a brand differentiator.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
09
The slide includes a standard financial disclaimer at the bottom.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
11
The chart demonstrates the fund's relative outperformance in down months compared to the S&P 500.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
05
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)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
23
Mondelez is highlighted in red, while peers are in blue. The chart uses consensus estimates with specific adjustments for each company.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 · ComplicationLoop · Tale Two Worlds1 hit
25
Uses a split-chart layout to contrast 3G's aggressive margin expansion with Mondelez's more modest targets.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 · ComplicationLoop · Tale Two Worlds1 hit
30
Uses a checkmark-based scoring system (1-4) to visualize relative attractiveness of merger candidates.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 · SolutionLoop · Tale Two Worlds1 hit
22
The slide uses a comparison frame to establish a legal precedent by equating the Herbalife case to the Vemma case.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor 1 hit
86
The chart uses a stacked bar visual to represent LTV coverage ranges (0-80% vs 80-100%).Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
108
The slide uses a checkmark/cross comparison matrix to advocate for a specific policy path.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
14
The slide uses a comparison table to establish the scale and maturity of HHC's assets.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
18
Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
15
The chart uses a summary table to quantify the average valuation delta between the two peer groups.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Analogy1 hit
34
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
36
Uses 'X' icons to denote negative attributes of peer groups.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
37
The slide uses specific financial metrics (EBITA, Gross Margin, Forward EPS) to establish a peer benchmark for Valeant's portfolio durability.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
40
The slide justifies using non-healthcare benchmarks for valuation by highlighting similar margin and growth profiles.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
15
The chart uses a red bar for Mondelez to emphasize its underperformance relative to the blue-colored peer group.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
17
The slide uses a visual comparison to frame Mondelez's ZBB implementation as inferior to the 3G benchmark.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