Matching slides 9,820
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4,141-4,170 of 9,820

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Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Interest1 hit
25
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a waterfall-style comparison to illustrate margin efficiency.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a waterfall-style visual to contrast cost components.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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Uses red 'X' icons to emphasize the lack of comparability across four industry segments.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a comparison framework to justify valuation multiples by drawing parallels to a high-performing consumer sector.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a contrast-pair structure to highlight the perceived reliability of Valeant's synergy track record versus the uncertainty of standalone Allergan's growth drivers.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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The chart uses a dashed oval to highlight the US column. The source is Dr. Michael Lea, 2010.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
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The U.S. column is highlighted with a dashed oval to emphasize its outlier status regarding MBS funding.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
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The slide uses a checkmark/cross matrix to justify a lower capital requirement for GSEs.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
86
The chart uses a stacked bar visual to represent LTV coverage ranges (0-80% vs 80-100%).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 checkmark/cross comparison matrix to advocate for a specific policy path.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
245
The chart uses a dotted line to indicate the average of the non-Herbalife peers.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
246
The slide uses a comparison frame to highlight structural differences in compensation plans between Herbalife and Avon.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
247
Uses a hypothetical 2x2 downline model to demonstrate payout differences.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
292
The chart highlights a massive disparity in unit count, framing Herbalife's scale as an outlier.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
293
The slide uses a comparison of density metrics to argue for market saturation.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a bar chart comparison to expose a potential revenue anomaly in Herbalife's business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a comparison to suggest Herbalife's S&H costs are anomalously low compared to peers.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a vertical arrow to indicate weight, with Herbalife at the top (heavier) and Tupperware at the bottom (lighter).Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
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The chart highlights a discrepancy in operational scale between Herbalife and its peers.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
09
The chart highlights P&G's position relative to peers, noting that only Colgate and Unilever have a higher emerging market sales mix.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
18
The slide highlights that peers with lower emerging market exposure and weaker brand/category positioning are still achieving 4-7% growth, contrasting with P&G's 3% growth.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
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The slide highlights that P&G's target is below the industry average of 4%.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
25
The slide highlights a potential efficiency gap while noting that the analysis ignores P&G's scale advantage.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide uses a bridge-like visual to demonstrate the impact of scale on expense ratios.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide highlights the discrepancy between revenue scale and EBIT margin parity.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The chart highlights P&G in a lighter blue color compared to the darker blue used for peers.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit