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Investment Thesis
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Uses a 'buy the dip' investment thesis logic.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
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The slide uses a structured argument format to justify a long position.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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The slide uses a numbered process flow to outline the core investment pillars.2024 Q1 Investor Briefing · Curtiss-Wright
Consulting deck Strategy consulting Beat · Setup1 hit
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The slide uses a numbered process flow to outline the investment story.2024 Q1 Investor Briefing · Curtiss-Wright
Consulting deck Strategy consulting 1 hit
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Slide 54 from a Pershing Square activist deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
60
The slide uses a structured list format to present the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
12
The slide uses a 'do's and don'ts' framework for M&A strategy.Advantage Solutions | Investor Presentation Deck | 26 slides · Advantage Solutions
Pitch deck Investor relations Beat · TractionLoop · Quick Win Big Bet1 hit
07
The chart uses a wave-like visualization to represent sectors, with a horizontal threshold line at 100MT.Climate VC World Fund adds PwC as anchor LP to $365 million fund · World Fund
Pitch deck Strategy consulting Beat · SolutionLoop · Golden Circle1 hit
55
The slide uses a list of PE firms and their portfolio companies to demonstrate market activity and interest in the software sector.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
15
The slide uses a structured three-part argument (Opportunity, Timing, Pricing) to justify an investment decision.Eutelsat | Mergers and Acquisitions Presentation Deck | 22 slides · Eutelsat
Conference presentation Investment bank Beat · Evidence & ProofLoop · Golden Circle1 hit
14
The slide uses a bar-grouped chart to demonstrate superior dividend growth compared to peers, reinforcing the investment thesis.Fiscal Year 2021 First Quarter · Booz Allen Hamilton
Consulting deck Strategy consulting Beat · DesireLoop · Golden Circle1 hit
08
The slide uses a dual-column layout to contrast investment criteria with market positioning.Kore | SPAC Presentation Deck | 50 slides · Kore
Pitch deck Investment bank 1 hit
03
Includes specific stock tickers (AVB, AMH, PSA, FR) as investment examples.REIT sector (thematic) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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The slide uses a column-based layout to categorize investment themes and associated logos.Moonfire Ventures Pitch Deck · moonfire-ventures-pitch-deck
Pitch deck Investor relations Loop · Mece Breakdown1 hit
03
The slide uses a 'Breton Pulleys' metaphor to describe the circular ownership structure.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · ProblemLoop · Voice Of Customer1 hit
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The slide uses a structured list format to present seven distinct investment pillars.Nerdy | SPAC Presentation Deck | 52 slides · Nerdy
Pitch deck Investment bank 1 hit
14
The slide uses a bar-grouped chart to demonstrate superior dividend growth compared to peers, reinforcing the investment thesis.original · Booz Allen Hamilton
Consulting deck Strategy consulting Beat · DesireLoop · Golden Circle1 hit
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The slide uses a formulaic structure (Position + Returns + Option Value) to frame financial performance.original · Booz Allen Hamilton
Consulting deck Strategy consulting Beat · Action1 hit
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The slide uses a structured list format to present key performance indicators and valuation arguments.Pershing Square | Activist Presentation Deck | 62 slides · Pershing Square Holdings
Deck Activist investor Beat · Climax1 hit
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Pershing Square | Activist Presentation Deck | 68 slidesPershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
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This slide is from a Pershing Square investor presentation.Pershing Square | Investor Presentation Deck | 62 slides · Pershing Square Holdings
Pitch deck Investor relations Beat · Market SizeLoop · Golden Circle1 hit
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This slide is from a Pershing Square presentation, likely an activist investor deck.Pershing Square | Investor Presentation Deck | 62 slides · Pershing Square Holdings
Pitch deck Investor relations 1 hit
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The slide uses a structured list format to present political catalysts and financial upside.Pershing Square | Investor Presentation Deck | 75 slides · Pershing Square Holdings
Conference presentation Investor relations 1 hit
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The slide outlines three core pillars for investment evaluation: Team, Unit Economics, and Category.PITCH DECK: Eric Seufert launches $10 million fund Heracles Capital · Heracles Capital
Pitch deck Strategy consulting Beat · Solution1 hit
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The slide uses a combination of a quantitative valuation summary and a qualitative list of value drivers to justify a 'buy' or 'hold' thesis.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
07
The slide presents a classic activist investment thesis: market cycle timing combined with valuation arbitrage.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit