slides · global inventory
Diagnose Problem
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,245
Current window 1,111-1,140
Pages 75
Rows per page 30
Slide function
1,111-1,140 of 2,245
55
The slide uses a callout box to attribute the sharp drop in share price to the Q1 2022 earnings report.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
33
The slide uses a callout circle to emphasize the 12% spread in 2023 and 2024.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
58
The chart highlights the negative impact of specific earnings reports and guidance changes on the stock price.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
81
The chart highlights the gap between the average cost at announcement ($91) and the final price ($63).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
82
The slide uses a list-based diagnostic approach to link operational issues to financial line items.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
86
Includes two testimonial quotes from a 'Former VP Business Transformation' to support the argument.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
87
The slide uses a map to argue that the company's physical footprint is overly fragmented and inefficient.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
90
Uses expert testimony to validate the problem statement.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
96
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
98
The slide uses a 'problem-solution' structure, identifying the productivity decline and then quantifying the upside of fixing it.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
102
The slide uses a direct quote to preemptively shift blame from the sales team to the product strategy.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
108
Includes a quote from a former VP to validate the claim of excessive management layers.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
21
This is a classic activist investor 'case for change' slide.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Problem Statement1 hit
37
Uses a comparison of 'As Reported' vs 'Normalized' margins to expose a performance gap.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
09
The slide uses a combination of a line chart for growth trends and a stacked bar chart for capital allocation to argue that the business is running out of growth opportunities.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
43
The slide uses a red arrow to emphasize the upward trend in costs.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Loop · Before After1 hit
07
The slide uses a red callout to emphasize the performance gap and a table to show the decline in key financial metrics.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
17
The slide uses a hub-and-spoke diagram to contrast two business lines, highlighting the risk profile of each.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
26
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
36
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
37
FIA stands for Fixed-Income Arbitrage.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
57
The table compares a baseline (2.5% capital) against four scenarios of higher ROE requirements.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
36
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
11
The slide uses a visual anchor to contrast the $90 issuance price against the $61.46 unaffected price to demonstrate underperformance.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
13
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
49
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
55
The slide justifies an exit strategy by highlighting poor performance and negative management sentiment.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
04
The slide uses a callout to explain a specific event (tax reform) and its impact on earnings.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem1 hit
12
Starbucks (SBUX)Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
32
The slide uses a list format with nested bullet points to explain specific business challenges.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Loop · Cost Of Inaction1 hit