Matching slides 24,547
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10,261-10,290 of 24,547

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The slide outlines specific levers for cost reduction and provides early evidence of success in Q4 2015.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
112
Uses a classic before-after-bridge structure to justify the migration strategy.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
23
The chart uses a bridge-like structure to reclassify 85% of revenue as 'durable' by excluding the 15% 'Patent Cliff Rx' portion.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
100
The slide consists of a single callout box containing the core investment thesis.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
97
The slide uses a '2 for 2 success rate' argument to build credibility for the proposed operating ratio target.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor 1 hit
30
The slide uses a before-after framing to contrast previous practices with new regulatory requirements.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
80
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
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Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
25
The slide uses a comparison frame to show the post-split structure of the company.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
101
The chart uses a waterfall-style logic to show the buildup from SRP less discount to adjusted SRP.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
102
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
108
The slide uses two distinct colored callout boxes to contrast the problem (blue) and the proposed solution (green).Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
113
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
116
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
147
This appears to be a page from a formal policy proposal or government memorandum regarding currency pegging.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
31
J.C. Penney Company, Inc. (JCP)J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
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J.C. Penney Company, Inc. (JCP)J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
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The slide shows a transition from the old JCPenney logo to the new one, followed by examples of new advertising channels (print, TV, and celebrity spokesperson).J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
34
The slide uses a 2x2 layout to contrast the new model's operational details and advantages with visual examples of existing and planned store designs.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
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J.C. Penney Company, Inc. (JCP)J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
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The chart uses a qualitative line graph to illustrate a business turnaround strategy.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
61
The slide uses a logo grid to illustrate the 'mall within a mall' concept.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
30
The slide outlines specific levers for cost reduction and provides early evidence of success in Q4 2015.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
35
The slide uses a problem-solution mapping structure to demonstrate management's proactive response to performance issues.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
06
The slide outlines specific legal constraints and exceptions for NRSROs (Nationally Recognized Statistical Rating Organizations).NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
07
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
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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
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NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Impact & Next StepsLoop · So What Cascade1 hit
43
The slide contrasts the tax treatment of land ownership versus ground leases for retailers versus REITs.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
65
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit