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Quantify Opportunity
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 3,378
Current window 301-330
Pages 113
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Slide function
301-330 of 3,378
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Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
21
The chart uses a visual bridge to show the gap between the 2018 target and the activist's 'optimized' projection.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Solution & ApproachLoop · Pattern Hunter1 hit
46
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
48
Page 48 of an activist deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
23
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
33
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
35
The slide uses a structured argument format to justify a long position.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
16
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
31
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
59
The slide uses a 'bridge' logic to arrive at the potential margin, adjusting for business mix and operating leverage.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
26
The slide uses a table to build up to a 2.5% margin increase estimate.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
29
The chart uses a gap analysis to highlight the delta between management guidance and activist-proposed optimization.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
43
The slide uses a bearish scenario analysis to counter the '22% of sales' argument by showing the disproportionate impact on earnings.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
98
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
99
The slide uses a buildup approach to determine the capital gap.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
101
The chart illustrates a 10-year earnings projection totaling $146 billion.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
102
The slide includes a secondary estimate regarding warehouse mortgage loans at the bottom.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
103
The slide uses a bar chart to demonstrate the inverse relationship between g-fee levels and the time required to reach a specific capital ratio.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-based valuation approach to demonstrate the upside potential of GSE reform.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
107
The slide uses a before-after style comparison to illustrate the 'effective' ownership increase.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
28
Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
34
The slide uses a DCF-style valuation bridge to calculate potential returns based on 2020 EPS projections.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
20
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
41
Includes a CAGR annotation and a table row for market share percentage.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
18
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
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
29
The chart uses dual y-axes to compare different index types (IG/Main vs HY).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
09
The slide uses a waterfall-like logic to show the value creation from initial investment to valuation.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
11
The chart uses a dual-axis approach (implied) to show absolute dollar buybacks and cumulative percentage of market cap.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
38
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