Matching slides 16,285
Current window 3,661-3,690
Pages 543
Rows per page 30
Tool: Table Dataclear collectionreset all

Tool

3,661-3,690 of 16,285

filter-aware
25
The table distinguishes between PSLP (unlevered) and PSH (modestly levered) fee structures and performance periods.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
27
The table lists specific contributors with performance above 50 basis points, with smaller positions aggregated.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
28
Positions with contributions < 50 bps are aggregated.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
29
The table breaks down AUM into Total and Equity, and Insider Capital into Total and % of Equity for three specific funds.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
18
The slide outlines a structured financial instrument with specific call options and governance rights.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
29
The slide breaks down performance contributors, with a note explaining that positions under 50 basis points are aggregated.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
30
The slide provides a breakdown of negative performance contributors for the year 2025.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
07
The slide uses a table-like structure to categorize the different pillars of their due diligence process.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
186
Uses a list of headlines and a table of contract values to highlight the discrepancy between contract wins and financial performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
107
Includes detailed footnotes regarding tax assumptions, depreciation, and production guidance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
27
Includes precedent transactions for midstream and downstream divestitures.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
25
The slide uses a 'Mid' and 'High' scenario to calculate valuation appreciation per share based on G&A savings.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
26
The slide uses a stacked bar visual to represent the $3.72 opportunity and provides a supporting table for the valuation buildup.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
33
The table uses a scenario-based approach to demonstrate the valuation uplift of different strategic initiatives.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
19
The slide uses voting tables to demonstrate that Vivendi's 20% stake was the deciding factor in passing motions that other investors opposed.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
29
Page 29 of a Schedule 13D filing.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
17
Includes a bar chart comparing market share and a map showing network coverage.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
25
The chart highlights a progression of share price increases from +38% to +87% as EBITDAR margins improve from 15% to 20%.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
31
The slide presents two sets of data: Adjusted EBITDA and Equity, each with a corresponding bar chart and detailed data table.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
32
Data presented in millions of dollars.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
33
The table displays assets, liabilities, and equity across 11 segments plus a consolidated column.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
34
The table provides a breakdown of valuation components for IEP, showing a decline in Indicative Net Asset Value from $10.1B to $7.9B over the period.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
36
The table provides two main sections: Adjusted EBITDA and Adjusted EBITDA attributable to IEP, with line items for net income, interest, taxes, D&A, and various adjustments.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
37
The table provides two main sections: Adjusted EBITDA before non-controlling interests and Adjusted EBITDA attributable to Icahn Enterprises (IEP).Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
44
Contains detailed footnotes explaining the derivation of EBITDA and refining metrics.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
40
Uses a matrix-like structure to contrast capital investment against operational success and value destruction.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
45
Includes footnotes detailing specific adjustments for PSX, SUN, OKE, TRGP, and DOW.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
14
The chart highlights a progression from current performance to 'Best-in-Class' targets, emphasizing that even the highest target remains below historical levels.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit