slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
Current window 2,851-2,880
Pages 210
Rows per page 30
Framework
2,851-2,880 of 6,294
24
The chart uses a dashed line to visually separate the primary subject (PSH) from the benchmark indices.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
25
The table distinguishes between PSLP (unlevered) and PSH (modestly levered) fee structures and performance periods.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
32
The chart illustrates market concentration by showing the divergence between cap-weighted and equal-weighted indices.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
52
The slide uses a comparison table to highlight a valuation gap between QSR and its primary competitors.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
24
The slide uses a vertical dashed line to separate the subject (PSH) from the benchmark indices.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
27
The chart highlights superior performance in down months for PSLP/PSH compared to the S&P 500.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
28
The chart highlights PSH's performance in down months using a red dashed box.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
46
The slide uses a comparison frame to justify portfolio concentration in specific high-growth tech stocks.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
11
The slide uses a 'villain' framing by highlighting consistent underperformance across all benchmarks.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
13
The slide highlights BMC's consistent underperformance relative to benchmarks and peers, using data from Capital IQ.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
26
The slide uses a visual comparison of two bar charts to contrast BMC and CA performance, with a vertical text label 'Management's Failed Projections'.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction1 hit
37
Uses a comparison of 'As Reported' vs 'Normalized' margins to expose a performance gap.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
39
The slide uses a 'villain critique' framing by highlighting the company's small size and poor growth relative to larger, more successful competitors.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
59
The table is split into three columns, with the final column including a highlighted row for BMC Software.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
06
The slide uses a 2x2 layout of charts to frame the argument that Hess is undervalued given its operational strengths.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
15
The slide uses a two-part table structure to contrast incumbent board members with proposed shareholder nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
13
The slide uses bar charts to visually demonstrate the performance disparity between the two geographic segments.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
48
The slide includes a formula for Market Value based on AFFO and AFFO Yield.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
59
The slide uses a checkmark/cross matrix to illustrate risk exposure differences across three financial entities.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
70
Uses a stacked bar chart to compare historical losses against the proposed capital buffer.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
72
The slide uses market data to justify a specific financial proposal (the PSPA commitment fee).Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
94
The slide uses a comparison framework to establish a valuation thesis.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
95
Includes market capitalization, return on equity metrics, trading multiples, and shareholder return data.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
36
Uses a contrast-based framework to highlight HHH's superior fee and governance structure compared to standard PE.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
37
The slide uses a comparison frame to establish a precedent for sponsor ownership stakes.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
39
The slide uses a comparison table to justify a lower fee ratio for the proposed HHH entity.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
40
The slide uses a contrast-based layout to highlight the competitive advantages of the HHH Services Agreement (no performance fees, no upfront commissions, daily liquidity).Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
42
The slide uses a contrast-based layout to highlight the competitive advantages of the HHH Services Agreement (no performance fees, daily liquidity).Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
47
The slide uses a dot-plot style visualization to compare two data series over time.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
48
The slide uses a contrast-based argument to invalidate a common valuation metric.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit