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slides · global inventory

01 Logic Chain

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3,811-3,840 of 9,549

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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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The chart uses callout boxes to correlate specific financial events with fluctuations in the debt ratio.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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Includes YTD 2025 data and a specific callout regarding discount to NAV.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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The slide uses a hierarchical list structure to detail specific actions taken under each strategic pillar.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SolutionLoop · Logic Chain1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SolutionLoop · Logic Chain1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SolutionLoop · Logic Chain1 hit
14
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SolutionLoop · Logic Chain1 hit
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The chart highlights the correlation between corporate events (fee amendments, IPO roadshow, IPO withdrawal) and the discount to NAV.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SolutionLoop · Logic Chain1 hit
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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
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This appears to be a blank page containing only a footnote and page numbering.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
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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
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Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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This slide outlines the core activist thesis for Samsung Electronics, focusing on structural and capital allocation changes.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
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Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
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Includes a line chart for market share and a bar chart for operating margins with an added trend arrow.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
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Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
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Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
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The chart uses a weighted peer basket based on Samsung's 2015 operating profit contribution.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
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The chart uses a weighted peer basket to demonstrate a valuation gap for Samsung Electronics.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
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The chart uses a red line to represent the 'Peers' basket and a red arrow to annotate a 68% discount vs. peers.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
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The slide uses a series of bar charts to demonstrate operational outperformance, contrasting Samsung's margins with specific competitors.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
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Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
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The diagram highlights treasury stakes and cross-holdings that complicate the corporate structure.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
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The slide uses a combination of bar charts to highlight that Samsung has the highest net cash position relative to market cap, low leverage, and low ROE compared to peers.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
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The slide uses a combination of a time-series line chart for dividend yield and grouped bar charts for payout ratios to highlight underperformance.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
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The chart compares 6M ADTV as a percentage of market cap for Samsung vs. peers, highlighting the liquidity gap.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
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The slide uses a comparison table to highlight governance deficiencies relative to peers like TSMC, Micron, Qualcomm, and Apple.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain1 hit
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Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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The slide details a specific financial engineering proposal to address treasury share value.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit