slides · global inventory
Propose Solution
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Matching slides 3,962
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Slide function
511-540 of 3,962
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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 · Satisfaction1 hit
69
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
74
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
11
The slide uses a hierarchical list structure to categorize tactical responses to a valuation discount.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
30
The slide uses a flywheel-style diagram to connect operational improvements to financial outcomes.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
32
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
106
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
138
The slide uses a table to structure a transformation plan, which acts as a roadmap for operational improvement.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
142
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
47
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
29
This slide appears to be from a legal or regulatory presentation regarding the FTC vs. Herbalife case.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
50
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
60
The chart uses a waterfall-style bridge to compare losses to capital.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
63
The slide uses a two-part argument structure to justify capital requirements by highlighting hidden value in future cash flows and crisis-resilience.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
64
The chart uses a waterfall-like comparison to show that proposed capital (2.5%) and total resources (4.3%) significantly exceed historical crisis losses.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
67
The slide highlights the negative impact of current pay limits on leadership turnover at Fannie and Freddie.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
68
The slide uses a contrast-based structure (complications vs. objectives) to lead to a proposed administrative solution.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
69
The slide outlines a policy recommendation for GSE reform.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
77
The slide uses pie charts to show the composition of capital, highlighting the role of 'Credit for Excess Payments' in reducing private capital needs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
82
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
84
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
50
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
60
The chart uses a mix of negative bars (losses) and positive bars (capital) to illustrate the adequacy of the proposed capital buffer.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
64
The chart uses a waterfall-like comparison to show the coverage ratio of proposed capital vs historical losses.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
67
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
69
The slide argues for modifying the Senior Preferred Stock Purchase Agreements (PSPAs) to act as a backstop, detailing the financial commitment and the need for modified terms to allow for private capital raises.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
12
The slide outlines a multi-pronged approach to closing the valuation gap, emphasizing performance, index inclusion, and capital allocation.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
20
The slide advocates for 3G Capital-style operational efficiency measures.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
33
SSS stands for Same-Store Sales.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit
34
The slide outlines four key strategic pillars: loyalty program enhancements, shift in growth strategy (owned vs. licensed), portfolio rationalization, and leadership change.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit