slides · global inventory
Frame Situation
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,219
Current window 181-210
Pages 74
Rows per page 30
Slide function
181-210 of 2,219
46
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
42
Uses a 'buy the dip' investment thesis logic.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
47
Uses a convergence diagram to show market share shift toward Fast Casual.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
27
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
32
The slide uses a convergence diagram to show how three distinct market segments are funneling demand into the 'Fast Casual' category.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
40
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
39
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
52
Page number 52 included at bottom.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
53
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
40
The slide uses a structured block-based layout to present the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
08
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
109
The slide uses a map to illustrate organizational inefficiency or lack of centralization.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
162
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
164
Uses a before-during-after framework to illustrate value creation.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
38
The slide uses a line chart to anchor a timeline of events, paired with a text-based rebuttal of market sentiment.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · Evidence1 hit
51
The slide uses a bulleted list to build a case for the company's value proposition to potential strategic acquirers.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
03
The slide serves as an introductory executive summary for an activist investor presentation.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Problem1 hit
18
The slide uses a hub-and-spoke diagram to contrast the two business lines.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
32
Uses a hierarchical diagram to contrast two business units.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
48
The slide uses a bulleted list structure to outline the historical context, current status, and the proposed path forward for the GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
18
Uses a hub-and-spoke diagram to contrast a 'good' business line with a 'bad' one.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
32
The slide uses a hub-and-spoke diagram to contrast the risk profiles and market utility of the two business segments.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
33
The slide uses a balance sheet visualization to illustrate the high leverage (40:1 ratio implied by $100 assets vs $2.5 equity).Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
48
The slide uses a mix of bullet points and a highlighted callout box to summarize the investment thesis.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
08
The slide uses a line chart with callout boxes to correlate specific news events with stock price volatility.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Complication1 hit
11
This slide is part of a series exposing the Valeant-Philidor relationship.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Evidence1 hit
26
This slide serves to preemptively address potential accusations of complicity or prior knowledge regarding Valeant's controversial specialty pharmacy practices.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor 1 hit
34
The slide uses a 'before-after' structure to validate a past investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
28
Starbucks (SBUX)Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
01
Includes a specific investment thesis callout at the bottom.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Beat · Attention1 hit