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33
The slide uses a red box to highlight the delta in growth, emphasizing the negative trend.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
34
The chart illustrates the 'debt-for-equity' swap dynamic where debt increased while market cap declined.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
16
Uses a timeline to illustrate the accumulation of brands over time.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
51
The slide highlights the massive value destruction of the investment.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide highlights EBITDA decline, FX headwinds, leadership turnover, guidance cuts, and high leverage.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
28
The chart uses a broken y-axis (indicated by the tilde symbols) to accommodate the extreme negative values in 2008.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & ApproachLoop · Before After1 hit
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The chart uses a split-view to contrast massive losses against a small capital requirement.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & ApproachLoop · Before After1 hit
32
The slide uses a comparison of portfolio share vs. loss share to highlight the high risk of specific loan types.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
42
The slide highlights the excessive leverage (6x) of risky assets relative to capital requirements.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
44
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
45
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
46
The slide uses a grouped bar chart to compare two entities over time. The negative values are represented below the zero axis.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
59
The slide uses a list of six reasons to support the thesis that private capital is insufficient.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
62
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
111
The slide uses a list format to enumerate the negative impacts of inaction.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
152
This is a classic 'villain critique' slide in an activist deck, framing the business model as inherently predatory.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
173
The slide uses a staircase diagram to illustrate the career path, emphasizing the 'Supervisor' goal.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
174
This slide is part of an activist presentation critiquing Herbalife's business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
206
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
213
Uses the Great Seal of the United States pyramid as a visual metaphor for market saturation.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
271
The slide uses a visual metaphor to suggest that the reality of the situation is different from what might have been expected or claimed.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
282
The image serves as a visual 'reality check' or 'expose' of the actual environment compared to corporate marketing materials.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
319
This slide uses a simple causal chain or formulaic logic to frame the scale of the problem.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
320
The slide uses a 'failure' narrative to critique the business model, specifically targeting the high churn rate of distributors.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
326
This slide uses a cost-benefit framing to highlight the financial harm to distributors.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
333
The slide uses a pyramid visual to show how participant numbers exceed global population limits by level 13.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
09
Uses a diagnostic structure to debunk potential explanations for stock performance.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
13
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Loop · Logic Chain1 hit
13
The slide uses a 'problem-solution' framing where the problem is diagnosed as a set of fixable operational inefficiencies.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit