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Matching slides 6,697
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Pages 224
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Slide function
2,611-2,640 of 6,697
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
28
The slide highlights the composition of Valeant's business segments and justifies their attractiveness.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
94
The slide lists 36 companies in the table, but the header text mentions 58 companies. The data is sourced from Capital IQ as of 4/21/2014.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
95
The table shows ranks 37-58, implying this is part of a larger list. Data source is Capital IQ.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
08
Source: Forrester Research Sept. 2000CyberCash | Mergers and Acquisitions Presentation Deck | 45 slides · CyberCash
Regulatory filing Investment bank Beat · Problem1 hit
09
The chart displays two categories: B2B Online Sales and Total B2B Market, with values in billions.CyberCash | Mergers and Acquisitions Presentation Deck | 45 slides · CyberCash
Regulatory filing Investment bank Beat · Problem1 hit
116
The slide uses a bottom-up analysis to calculate potential cost savings, highlighting a total opportunity range of $2.32-$4.41 per share.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
55
The slide uses a list of PE firms and their portfolio companies to demonstrate market activity and interest in the software sector.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
63
This is an activist investor slide from Elliott Management targeting BMC Software.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
65
The slide uses a consistent 2011A vs 2016E format with CAGR annotations for each segment.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
46
Uses a 'back of the envelope' extrapolation method to quantify future value creation potential.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
44
The chart uses a grouped bar format to compare annual EBIT (dark blue) against a constant cost opportunity (green) across four years.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
47
The slide uses a bar chart to compare 2011 advertising spend percentages, with a callout box indicating the potential savings for JCP.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
55
Slide 54 of a presentation deck.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
62
Uses a comparison frame to anchor JCP's potential performance against industry benchmarks.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
63
The slide uses a visual split to contrast industry peers with JCPenney's 'Old' vs 'New' branding and cost structure.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
64
The table models financial performance (EBIT, EPS, Share Price) across three scenarios of sales per square foot ($250, $300, $350).J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
14
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
12
The slide uses a market projection to create urgency for the company's strategic direction.Palm Inc. | Mergers and Acquisitions Presentation Deck | 36 slides · Palm
Conference presentation Investment bank Beat · The BreakthroughLoop · Why Now1 hit
110
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
138
Uses a peer-benchmark comparison to justify the reduction in marketing spend.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
149
The slide calculates a $56M opportunity from alcohol mix, which is then added to previous opportunities to reach a $305M cumulative total.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
244
Includes a 'Global Development Trends' chart showing market maturity levels for various countries.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
245
The table highlights specific high-potential cells with green circles.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
254
Includes specific callouts for Northern CA, Northeast corridor, and Philadelphia market performance.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
255
Uses maps to contrast current store density with potential franchising expansion zones.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
10
The slide uses a stacked bar chart with CAGR annotations to illustrate the shift in earnings contribution.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
17
The table highlights the contrast between US market dominance and international white space.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
23
The map uses a color gradient to represent population density per store, with red indicating higher density (fewer stores per capita) and blue indicating lower density (more stores per capita).Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
26
The slide uses a bar chart to illustrate the growth trajectory of Starbucks in China, comparing current estimates, management targets, and long-term potential relative to the U.S. market.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit