slides · global inventory
Peer Gap Chart Recipe
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361-390 of 1,022
07
The slide highlights Pershing Square's performance relative to the S&P 500, specifically emphasizing lower losses in down months.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
24
The chart uses a dashed line to visually separate the primary subject (PSH) from the benchmark indices.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
25
The table distinguishes between PSLP (unlevered) and PSH (modestly levered) fee structures.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
26
The chart highlights significant outperformance since firm inception (2,644% vs 836%).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
27
The chart highlights superior performance in down months for PSLP/PSH compared to the S&P 500.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
28
The chart highlights PSH's performance in down months using a red dashed box.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
78
Uses 'L.S.D.' (Low Single Digit) and 'H.S.D.' (High Single Digit) abbreviations.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
154
The chart highlights ADP's lower revenue per employee compared to peers, suggesting an efficiency gap.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
75
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 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
333
The slide outlines the peer groups for EPS, GRP, TCS, and Upstream business units, along with the weighting methodology.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
334
This slide is used to expose potential cherry-picking in peer selection by showing the broad and disparate list of companies the target considers its peers.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
06
The slide uses a line chart to show indexed performance and a table to show annualized returns over various time horizons.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
53
The slide uses conservative assumptions, excluding synergies and assuming specific debt/cash funding structures.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
50
The slide uses a peer benchmark table to argue that Hess management's concerns about funding are unfounded.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
27
The data highlights consistent negative performance (underperformance) for both companies across most time horizons.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
39
Uses a waterfall-style bridge to illustrate the excess cash gap.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
47
The slide uses a 3-year forward earnings yield to account for the slower earnings growth profile of REITs due to long-term leases.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 1 hit
16
Includes a pro-forma cash flow analysis to justify the dividend payment.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
39
The chart uses red bars for negative performance and blue bars for positive performance, emphasizing the frequency of negative outcomes.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Cost Of Inaction1 hit
16
The U.S. column is highlighted with a dashed oval to emphasize its outlier status regarding MBS funding.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
94
The slide uses a comparison framework to establish a valuation thesis.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
30
Uses a quote from a former CFO to frame the importance of ROIC as a metric.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
18
The chart highlights the price disparity between mass-market vitamins and Herbalife's product.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
19
The chart highlights a clear price disparity, using a callout box to emphasize the average price of the competitors.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 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
06
The slide uses a line chart for historical trend and a bar chart for average premium comparison.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
31
The chart uses a 'fully-leased' adjustment to normalize for real estate ownership differences.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
18
The slide uses a rhetorical question as an action title to challenge management's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
52
The slide uses a weighted average calculation to argue that PSX's current leverage is appropriate given its diversified business mix.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit