Matching slides 58,039
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18,691-18,720 of 58,039

filter-aware
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The chart highlights a significant performance gap between the fund and the index.Pershing Square portfolio (multi-target) · William Ackman
Activist deck Activist investor Beat · Evidence1 hit
08
The slide displays two side-by-side tables categorizing investments as 'Winners' or 'Losers' with their respective percentage returns.Pershing Square portfolio (multi-target) · William Ackman
Activist deck Activist investor Beat · Evidence1 hit
08
The slide uses a split-table format to contrast positive and negative performance contributors.Pershing Square portfolio (Allergan, Herbalife, Canadian Pacific, Air Products, Restaurant Brands, Platform Specialty, Zoetis, Howard Hughes, Fannie/Freddie) · William Ackman
Activist deck Activist investor 1 hit
06
The chart highlights the significant outperformance of Pershing Square, L.P. (503.1%) compared to the S&P 500 (163.4%) over the specified period.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
13
The slide explicitly attributes the negative performance to the Valeant investment.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
32
The chart highlights the correlation between activist events and share price appreciation.Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · Evidence1 hit
53
The chart uses dual y-axes to correlate discount levels with performance trends.Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · Development1 hit
62
The slide uses a color-coded bar chart approach to distinguish historical data from projected 'RTC Plan' data.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
66
Includes three distinct tables: Implied Domestic and International Multiples, Crown Castle Implied Fiber Multiple, and International Comps.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
17
The table provides a bridge from EBT to EBITDA by adding back interest expense and depreciation & amortization.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
04
Standard SEC Schedule 13G filing table format.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
17
Standard SEC Schedule 13G reporting table.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
44
CUSIP No. 447011107Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
14
Includes a dual-axis chart showing EBITDA-Capex and conversion percentage.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
44
Contains detailed footnotes explaining the derivation of EBITDA and refining metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
47
Includes detailed footnotes explaining valuation assumptions, tax basis, and synergy estimates.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
48
Includes detailed footnotes explaining assumptions for leverage, share price upside, and pro-rata debt.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
49
Includes specific valuation multiples for business segments and a step-by-step derivation of Opex/bbl decline based on natural gas price changes.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
111
The slide uses a specific example of packaging to illustrate the broader thesis of over-engineering in indirect spend.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
190
The slide uses historical performance to argue for current leadership change.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
222
Includes a comparison table and a bar chart visualizing lease rates and cap rates.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
232
The slide uses a table format to compare operational metrics and growth trajectories across a portfolio of restaurant brands.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
274
Uses Moody's rating criteria to derive a synthetic credit score.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
280
Includes a synthetic rating calculation table and a footnote regarding S&P equivalence.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
14
Includes a dual-axis chart showing EBITDA-Capex and conversion percentage over time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
44
Contains detailed footnotes explaining adjustments for turnaround expenses and peer comparability.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
45
Includes footnotes detailing specific adjustments for PSX, SUN, OKE, TRGP, and DOW.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
47
Includes detailed footnotes explaining valuation assumptions, tax rates, and synergy calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
48
Contains multiple tables detailing asset divestiture proceeds, share buyback scenarios, debt allocation, and cash adjustments.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
49
Contains detailed financial modeling assumptions and sensitivity calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit