Matching slides 5,849
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62
The slide outlines the core conflict between shareholders and the U.S. Treasury regarding the GSEs.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
11
This is a high-level thesis slide, likely serving as a transition or anchor for the activist argument.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
36
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
49
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
83
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
06
This slide is from the famous Pershing Square presentation on Herbalife.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
05
The slide uses a simple bulleted list to establish the activist's core arguments.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
06
Uses a before-after framing to contrast current failures with proposed future state.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Problem Statement1 hit
27
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
05
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
29
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
07
This is a classic activist 'opening hook' slide, establishing the investor's stake and the core grievance.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
07
The slide uses a strong, declarative tone to frame the activist's thesis.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem Statement1 hit
10
The slide uses a strong, declarative thesis statement typical of activist investor presentations.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
69
The slide uses a hub-and-spoke style cycle diagram to visualize a negative feedback loop.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
05
Uses a before-after bridge framework to visualize value creation.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Problem1 hit
01
Slide 1
This is the first page of a shareholder letter from Elliott Investment Management to Southwest Airlines.Southwest Airlines (LUV) · John Pike
Shareholder letter Activist investor Beat · Situation & Context1 hit
01
Slide 1
This is the first page of a shareholder letter.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Problem & Complication1 hit
49
Uses a before-after-bridge framework to contrast negative current state (red) with positive future state (blue).Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Solution1 hit
02
This is page 1 of an activist investor letter/deck.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
79
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
51
The slide uses a green callout box to highlight the regulatory critique.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
11
Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
34
Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
06
Uses a three-column structure to contrast current status with the proposed path forward.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
01
Slide 1
This is the first page of a formal shareholder letter/proposal.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Situation & Context1 hit
14
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
22
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
44
The slide uses a green callout box to highlight the core strategic question.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
23
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Agitate1 hit