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The slide uses a timeline-annotated line chart to demonstrate value creation following activist intervention.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · ActionLoop · Before After1 hit
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The slide uses a clear 'before-after' framing to validate the activist's short thesis.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · ActionLoop · Before After1 hit
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The chart tracks share price from Jan 2014 to Dec 2014, ending at $224.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · ActionLoop · Before After1 hit
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The slide uses a timeline-annotated line chart to demonstrate value creation during an activist campaign.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Early StrugglesLoop · Before After1 hit
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Pershing Square Portfolio (multiple positions)Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Early StrugglesLoop · Before After1 hit
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Pershing Square Portfolio (multiple positions)Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Early StrugglesLoop · Before After1 hit
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Uses red callout box for the primary thesis and red 'X' icons for the supporting arguments.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Early StrugglesLoop · Before After1 hit
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Pershing Square Portfolio (multiple positions)Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Early StrugglesLoop · Before After1 hit
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The chart uses a timeline-based annotation approach to correlate stock performance with corporate M&A activity.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Early StrugglesLoop · Before After1 hit
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Pershing Square Portfolio (multiple positions)Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Early StrugglesLoop · Before After1 hit
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The slide highlights the performance of the stock relative to the investor's entry point and average cost basis.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Early StrugglesLoop · Before After1 hit
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Pershing Square Portfolio (multiple positions)Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising SuccessLoop · Before After1 hit
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The slide uses a timeline-annotated line chart to demonstrate value creation following activist intervention.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising SuccessLoop · Before After1 hit
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Pershing Square Portfolio (multiple positions)Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising SuccessLoop · Before After1 hit
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Slide 25 from an activist investor deck (Pershing Square).Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising SuccessLoop · Before After1 hit
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Pershing Square Portfolio (multiple positions)Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising SuccessLoop · Before After1 hit
28
Pershing Square Portfolio (multiple positions)Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising SuccessLoop · Before After1 hit
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The slide uses a timeline-annotated line chart to correlate corporate governance changes and financial results with stock price appreciation.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising SuccessLoop · Before After1 hit
30
Pershing Square Portfolio (multiple positions)Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising SuccessLoop · Before After1 hit
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Uses a stacked bar chart to illustrate capital stack seniority.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & ApproachLoop · Before After1 hit
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The slide uses a causal chain to explain why guarantees issued during downturns are lower risk.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & ApproachLoop · Before After1 hit
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The chart uses a grouped bar format to compare two entities over time.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & ApproachLoop · Before After1 hit
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Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & ApproachLoop · Before After1 hit
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The chart uses a broken y-axis (indicated by the tilde symbols) to accommodate the extreme negative values in 2008.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & ApproachLoop · Before After1 hit
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The chart uses a split-view to contrast massive losses against a small capital requirement.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & ApproachLoop · Before After1 hit
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The slide uses a grouped bar chart to show the discrepancy between accounting provisions and actual realized losses, culminating in a cumulative comparison.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & ApproachLoop · Before After1 hit
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The table uses a low/mid/high scenario approach to calculate value creation based on multiples of 2014 Pro-Forma Free Cash Flow.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Loop · Logic Chain1 hit
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The slide uses callout boxes to correlate specific corporate events with stock price movements.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Loop · Logic Chain1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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The quote highlights R&D spending and execution excellence as drivers of top-line growth.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Before After1 hit