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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 9,820
Current window 4,081-4,110
Pages 328
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Slide function
4,081-4,110 of 9,820
15
The slide uses a comparison of operational size vs. valuation to argue for an activist investment thesis.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
18
The slide uses a red circle to highlight the negative 18% return for CP, emphasizing the poor performance.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
19
The slide uses color-coded ellipses to group rankings and an arrow to denote a specific industry event (U.S. rails reset legacy contracts).Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
21
Includes a callout box preemptively addressing the 'longer haul' argument for lower pricing.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
26
The chart uses a grouped bar structure to contrast CP's poor performance against CN's efficiency.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
27
The slide uses a regression line to show the expected cost-to-haul relationship and uses an arrow to indicate CP's target performance.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
31
Vertical dashed line at 2005 likely indicates a management change or strategic pivot point.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
32
The chart includes a dashed line showing CP's performance adjusted for CN's CapEx levels, indicating overstated margins.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
06
FDO refers to Family Dollar (implied).Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
18
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
19
The chart highlights a divergence in performance starting around 2005-2006.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
20
The chart shows a significant drop in Dollar General's EBIT per square foot in 2006 prior to the buyout.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
21
The slide uses a visual callout to highlight the 37% performance gap in 2010.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
24
The chart uses a callout to explicitly mark the KKR buyout event in July 2007.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
13
The slide uses a contrast-pairs framework to explain the divergence in segment performance.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
18
The slide uses a visual comparison of two rounded rectangles to represent leverage ratios.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
23
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
44
The chart shows a dual-axis plot with implied cap rates on the left and the spread on the right.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Team1 hit
45
The slide uses a blue highlight column for PF GGP to emphasize its position relative to peers.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
46
The slide highlights GGP's competitive positioning post-bankruptcy.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
47
The slide highlights Aliansce's superior performance metrics (higher sales/sq ft, occupancy, and growth) compared to US peers.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
50
Includes a callout box comparing Simon to Tanger Factory Outlet Centers.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
19
The slide highlights a policy mismatch where Economy X is growing and inflating while maintaining US-style loose monetary policy.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
61
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
88
The slide uses a red border to emphasize Hong Kong's position as an outlier in the dataset.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
104
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
13
The slide includes a footnote clarifying that Home Depot figures represent the entire company due to inconsistent U.S.-only disclosure.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
15
The slide uses a 'Memo: Capitalization' table to support the valuation multiples calculation.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
09
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Evidence & Proof1 hit
11
The slide uses a side-by-side comparison to highlight the shift from an issuer-pay model to an investor-pay model.NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Impact & Next StepsLoop · So What Cascade1 hit