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slides · global inventory

40 MECE Breakdown

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Matching slides 4,078
Current window 2,491-2,520
Pages 136
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2,491-2,520 of 4,078

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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 · Evidence & ProofLoop · Mece Breakdown1 hit
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The slide highlights a failure of a promised benefit mechanism.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 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 · Evidence & ProofLoop · Mece Breakdown1 hit
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Uses a mathematical equation to illustrate financial impact.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
17
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
62
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
63
The slide uses historical margin data and business mix percentages to establish Paychex as a valid proxy for ADP's SMB segment performance.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
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Includes detailed footnotes explaining adjustments for float income and PEO pass-through costs.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
65
Includes detailed footnotes regarding fiscal year adjustments and PEO pass-through costs.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
66
Includes detailed footnotes explaining adjustments for PEO pass-through costs and float income.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
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Uses a stacked bar chart to illustrate the discrepancy in implied profitability.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
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The slide uses a 'build-up' logic to justify a target margin range based on competitor benchmarks.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
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Includes a quote from Gary Butler (ADP Former CEO) to support the thesis on implementation costs.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
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The charts illustrate the 'OpEx burden' of smaller, faster-growing competitors compared to ADP's scale.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
59
The slide uses a list of six reasons to support the thesis that private capital is insufficient.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses historical data to frame a problem of scale regarding capital requirements.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses historical IPO data to frame a problem regarding capital availability for new market participants.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a hypothetical cost structure based on Essent Group to demonstrate the unprofitability of new entrants.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a scenario table to demonstrate the impact of varying capital requirements on required G-fees.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a 'back of the envelope' approach to justify lower capitalization and discount rates for HHC's assets.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
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The slide outlines a specific valuation methodology for HHC's residential land assets.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
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The slide lists specific real estate assets and provides brief qualitative or quantitative context for each.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
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The slide uses an extended metaphor (analogy) to frame the investment thesis.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
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The slide uses a financial analogy (margin debt vs. non-recourse debt) to explain risk exposure.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
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Uses a visual bridge/equation format to demonstrate the relationship between asset value, debt, and equity.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
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Includes a 53rd week adjustment note for 2016.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
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The table uses a decomposition framework to arrive at the total SSS growth figure.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
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Starbucks (SBUX)Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
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The chart uses a waterfall-bridge structure to decompose EPS growth drivers.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit