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21 Before After
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The slide uses a timeline-annotated line chart to demonstrate value creation following activist intervention.Pershing Square portfolio (multi-target) · William Ackman
Activist deck Activist investor Beat · DevelopmentLoop · Before After1 hit
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The slide uses a timeline-annotated line chart to correlate corporate milestones and activist interventions with stock price growth.Pershing Square portfolio (multi-target) · William Ackman
Activist deck Activist investor Beat · ReflectionLoop · Before After1 hit
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The chart uses a 'before-after' framing to highlight the gap between current targets and potential optimized performance.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Before After1 hit
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The slide uses a red bar for the subject company (Mondelez) and blue bars for peers to highlight the performance gap.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Before After1 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 Loop · Before After1 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 Loop · Before After1 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 Loop · Before After1 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 Loop · Before After1 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 Loop · Before After1 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 Loop · Before After1 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 Loop · Before After1 hit
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Uses a before-after framing to highlight the decline in competitive standing.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Loop · Before After1 hit
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The slide uses a list-based diagnostic approach to frame the company's failures.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
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The slide uses a specific time window (May 15, 2014 – July 27, 2014) to isolate the market reaction to the Red Lobster sale.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a 'past behavior' argument to discredit the incumbent board nominees.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses red arrows to indicate negative trends (downward for performance, upward for turnover).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a classic 'Problem vs. Solution' framing common in activist investor decks.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a before-after-bridge structure to contrast performance periods.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Before After1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Before After1 hit
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Southwest Airlines (LUV)Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Loop · Before After1 hit
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The slide uses a vertical process flow visual to represent the three pillars of the activist's plan.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Loop · Before After1 hit
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Image file at /tmp/legacy-images/c81ff0738a2c/slides/042.jpg not found on disk; unable to inspect.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Loop · Before After1 hit
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The slide uses a visual representation of board composition followed by a list of strategic governance demands.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Image file at /tmp/legacy-images/c81ff0738a2c/slides/044.jpg not found on disk; unable to inspect.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Southwest Airlines (LUV)Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Includes a waterfall-style bridge showing margin improvement from 11% to 19%.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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The slide uses a sensitivity analysis table for valuation and a comparative performance table to justify the feasibility of the margin targets.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Uses a waterfall-style bridge to illustrate the delta between current and future states.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Uses a before-after-bridge framework to contrast current state with future state.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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The slide uses a timeline-annotated line chart to correlate M&A activity with stock performance.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · SetupLoop · Before After1 hit