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slides · global inventory

27 Cost Of Inaction

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Matching slides 31,900
Current window 12,721-12,750
Pages 1,064
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12,721-12,750 of 31,900

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The chart shows a clear recovery and growth trajectory post-COVID-19.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
41
The slide uses a simple bar chart to establish a premise of market strength before potentially pivoting to a critique of valuation.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
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The chart uses a stacked bar approach to show the attribution of market returns.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
43
The slide uses a split-chart approach to contrast two distinct time periods.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
44
The slide highlights the concentration of growth in the top 10 companies, justifying the portfolio's exposure to these names.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
45
The slide uses a causal argument linking EPS growth to P/E expansion.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 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
47
The slide uses a narrative-driven 'before/after' framing to justify an investment entry point based on market mispricing.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
48
The slide highlights the 'value' proposition of UBER by contrasting the compression of the P/E multiple against the growth of EPS.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
49
The slide uses a dual-axis line chart to show absolute and relative P/E multiples, with a table for summary statistics.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
33
The slide uses a table to list 27 acquisitions, showing deal value, LTM revenues, and revenue multiples to support the argument of poor capital allocation.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
34
This appears to be a footnote or reference slide from a larger deck.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
35
The chart uses a bridge-like structure to isolate 'Implied Organic Growth' as a small residual value.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
39
The slide uses a 'villain' framing by highlighting Hess's poor performance relative to peers despite favorable market conditions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
40
The slide uses a 'villain' framing by attributing value destruction directly to management's persistence in high-risk exploration.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
41
Uses a series of quotes to establish a pattern of broken promises, followed by a bar chart to provide empirical evidence of the contradiction.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
10
The slide uses a 'villain' framing by questioning John Hess's personal voting behavior against his own board's recommendation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
11
This slide uses a 'Before/After' framing to highlight management failures.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
12
Uses a contrast-pairs framework to highlight the difference between the two groups of nominees.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
09
The slide uses a combination of a line chart for growth trends and a stacked bar chart for capital allocation to argue that the business is running out of growth opportunities.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Uses a rhetorical question structure to frame the investment as irrational.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
12
Uses a before-after framing to contrast high investment with poor financial performance.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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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
14
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
29
The chart uses a split-axis style to contrast a negative loss figure with a positive capital requirement figure.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 highlights the high risk of subprime/Alt-A loans relative to their portfolio size.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
02
The slide uses a structured list format to outline the core pillars of the investment thesis.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Beat · InterestLoop · Cost Of Inaction1 hit
03
The chart uses a dual-axis approach (bars for absolute EBITDA, line for margin percentage) and includes a watermark.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
04
The slide highlights a valuation disconnect where earnings estimates have risen while the share price has declined.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit