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361-390 of 551

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Slide 30 of an activist deck, likely part of a thesis presentation.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising Success1 hit
44
The slide highlights the regulatory action taken against Herbalife and the financial impact of the settlement.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
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The slide serves as a reference or authority citation for the management philosophy being advocated.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Tale Two Worlds1 hit
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The slide uses the 'Outsiders' framework to establish a benchmark for Valeant's management philosophy.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Tale Two Worlds1 hit
14
The slide uses a classic 'authority-citation' framework to validate the CEO's management style by aligning it with the principles of successful 'Outsider' CEOs.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Tale Two Worlds1 hit
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The slide highlights the inclusion of Mike Pearson (Valeant) in a list of 'Outsider' CEOs, likely to draw a comparison or contrast.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Tale Two Worlds1 hit
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The slide contains a primary quote block and a footnote reference.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
08
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
28
Uses external research notes to validate the activist's thesis regarding valuation.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
237
Uses a dual-axis chart to show the decline of classified boards over time, juxtaposed with a quote from the company's proxy statement.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
273
The chart is a mirrored bar chart comparing Lawson's performance to Kleinfeld's.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
297
Includes a small bar chart comparing MTU Aero Engines TSR vs. DAX during his tenure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
04
This is a standard firm profile slide often found in activist investor decks.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
33
Includes a pull-quote from Morgan Stanley and a line chart showing indexed performance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
03
This appears to be a footer or 'About' section of a regulatory or activist campaign website.Southwest Airlines (LUV) · Elliott Investment Management
Regulatory filing Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Contains standard SEC proxy solicitation disclosure language.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Resolution1 hit
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Standard regulatory disclosure page for a proxy filing.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Resolution1 hit
66
The slide uses a quote from a political figure to establish a precedent of government overreach affecting market confidence.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
56
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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The slide uses a pull-quote to provide external validation for the activist's thesis regarding GSE conservatorship exit.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
61
The slide uses a direct analyst quote to validate the activist's proposed capital requirement.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
04
The slide uses a callout box to summarize key stats and facts about the subject.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
29
The slide uses a direct excerpt from the U.S. Bankruptcy Code to establish the legal standard for plan confirmation.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
30
The slide uses a direct quote from the Congressional Record to establish a legal precedent for creditor recovery limits.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
05
The slide establishes credibility by detailing the depth of research and external expert engagement.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
23
The slide uses a C-SPAN screenshot of Alan Greenspan testifying before Congress during the 2008 financial crisis.Overstock | Results Presentation Deck | 34 slides · Overstock
Conference presentation Investor relations Beat · SolutionLoop · Golden Circle1 hit
36
The slide uses an external authority to validate the activist's thesis.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
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The quote is used to justify a contrarian investment thesis.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
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Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
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Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit