slides · global inventory
Expose Gap
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 359
Current window 211-240
Pages 12
Rows per page 30
Slide function
211-240 of 359
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The chart shows the stock price (blue) consistently trading below the NAV (green).Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
20
The slide uses a 'before-after' framing to highlight the gap between current performance and potential.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
58
The slide uses a 'gap analysis' approach to justify activist intervention by quantifying the potential financial upside of operational improvements.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
65
Includes detailed footnotes regarding fiscal year adjustments and PEO pass-through costs.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
33
The slide uses a bar chart comparison to illustrate operational inefficiency at Agilent relative to Waters.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
34
The slide uses a bar chart to justify a potential increase in leverage for Agilent.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
30
The chart uses a vertical dashed line at 2005 to mark a transition or specific event.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
21
The slide uses a screenshot of a Ceres Power corporate slide to highlight the gap between their projected $1bn opportunity and the firm's negative outlook.Ceres Power Holdings plc (CWR) · Grizzly Research
Research note Short seller 1 hit
03
The slide uses a combination of a line chart for historical NTM P/E and a waterfall-style bar chart to show the shift in valuation premiums/discounts over time.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
31
The slide uses a quote from the CEO to ironically contrast his stated focus on shareholder value with the actual negative performance results.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
82
The slide includes a footer note clarifying the adjustment of margins for pension expenses.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
85
Uses a combination of a combo chart (bar/line) and a bar chart to contrast operational efficiency and asset intensity.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
126
The slide uses a bar chart to highlight the growing delta between Arconic and its peers, framing it as a lack of investor confidence.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
22
The slide uses a comparative bar chart structure to illustrate the widening performance gap between the two retailers over a 7-year period.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
27
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
28
The slide uses a waterfall-style logic to estimate margin expansion potential.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
04
The slide uses a 'before-after' style comparison across multiple time periods to highlight broken promises.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
09
Uses a 'Nikola' comparison to frame the company as potentially fraudulent or over-hyped.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
10
The slide uses a comparative line chart to frame Archer as significantly behind Joby, using the 'Nikola' comparison to imply fraudulent or misleading claims.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
13
The slide uses a 'Regulatory Readiness Levels' framework to debunk the company's progress claims.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The Struggle1 hit
42
Uses aerial photography to argue that the facility is inactive and lacks raw materials.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller 1 hit
47
The slide uses a dot-plot style visualization to compare two data series over time.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
36
Uses 'X' icons to denote negative attributes of peer groups.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
42
The slide uses a bar chart to compare operational efficiency between two retailers.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
14
Lowe's Companies, Inc. (LOW)Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
37
The slide uses a bar chart to compare P&G against a peer group consisting of Church & Dwight, Clorox, Colgate, Kimberly-Clark, L'Oréal, and Unilever.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
28
Includes a street view image of a property and financial analysis of purchase price vs. valuation.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
08
Includes two tables comparing tenant financial metrics at lease commencement vs. present day.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Villain Critique1 hit
25
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Tale Two Worlds1 hit
39
The slide uses a before-and-after comparison to frame Target's strategic failure in the grocery market.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit