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slides · global inventory

27 Cost Of Inaction

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Matching slides 31,900
Current window 12,691-12,720
Pages 1,064
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Loop: 27 Cost Of Inactionclear collectionreset all
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12,691-12,720 of 31,900

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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 · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The slide uses a hierarchical list structure to categorize tactical responses to a valuation discount.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 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 · Problem & ComplicationLoop · Cost Of Inaction1 hit
33
Includes a testimonial quote from a former SVP to reinforce the 'ticking time bomb' narrative.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
38
Uses a waterfall chart to bridge Gross Revenue to Net Operational Revenue.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
39
The slide uses a bar chart to contrast 'Operational Revenue' with adjusted figures to expose accounting-driven growth inflation.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
40
The slide uses a 'before-after' or 'contradiction' framing to show that sales force expansion is outpacing bookings growth.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
36
The slide uses a structured list format to present the investment thesis for Berkshire Hathaway.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
37
The slide uses a callout to annotate a specific point in the time series data.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
38
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
39
The chart highlights the correlation between activist intervention/management changes and share price appreciation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
40
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
27
The chart uses a broken axis (indicated by the tilde symbol) to accommodate the extreme negative values in 2009.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The slide uses a stacked bar chart to contrast massive losses against a small capital requirement bar.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a page from a shareholder letter, likely page 5.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
06
Includes footnotes detailing specific instruments and tranches.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
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The chart highlights a significant outperformance of the fund compared to the S&P 500 index.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
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The slide highlights PSH's outperformance (397% vs 147%) and introduces the strategic rationale for the HHH transaction.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
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Page 9 of a shareholder letter; focuses on transaction mechanics and shareholder value proposition.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
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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
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The slide uses a table to bridge the gap between asset utilization and margin impact.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
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The slide uses a before-after comparison to demonstrate operational efficiency gains.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
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The slide advocates for 3G Capital-style operational efficiency measures.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
21
The chart uses a waterfall-like progression to show margin expansion potential.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
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The slide highlights a downward revision in financial targets due to same-store sales slowdown.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a list format with nested bullet points to explain specific business challenges.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Loop · Cost Of Inaction1 hit