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slides · global inventory

Thesis Archetype

Tool collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 986
Current window 421-450
Pages 33
Rows per page 30
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421-450 of 986

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33
Slide 33 of the deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
46
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Before After1 hit
52
Page number 52 included at bottom.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
08
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
65
The slide uses a structured list format to present four key pillars of the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
31
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
50
The slide uses a chronological list structure to build a case for investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
06
The slide uses a combination of qualitative accusations of value destruction and a quantitative table showing negative relative returns over 8 years.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Monster1 hit
51
The slide uses a bulleted list to build a case for the company's value proposition to potential strategic acquirers.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
04
Includes specific references to W.D. Von Gonten study and specific financial loss estimates.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
05
The slide uses a classic activist investor structure: market performance, management critique, board accountability, and a proposed path to value.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
28
The slide uses two bar charts to visualize financial losses and frames the lack of disclosure as a governance issue.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
14
Includes detailed footnotes regarding financing assumptions and valuation methodology.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
38
Uses expert testimony and market observations to argue that independence improves competitiveness.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
04
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
05
This slide outlines the core activist thesis for Samsung Electronics, focusing on structural and capital allocation changes.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
76
This is a continuation of a letter or document, starting at point 2.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
06
This is a screenshot of an Apple Podcasts page hosting a regulatory-related podcast episode.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · First Layer1 hit
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This is a screenshot of a podcast episode page, likely from a campaign website.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · First Layer1 hit
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This is a screenshot of a Spotify podcast page used as a vehicle for a regulatory filing disclosure.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · First Layer1 hit
09
This is a screenshot of a YouTube video page used as a regulatory filing disclosure.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · First Layer1 hit
11
The slide is a screenshot of an Apple Podcasts web page used as a vehicle for a regulatory filing disclosure.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer1 hit
12
This is a web-based podcast episode page serving as a regulatory disclosure vehicle.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer1 hit
13
The slide is a screenshot of a Spotify web interface used as a vehicle for a regulatory filing disclosure.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer1 hit
10
The chart illustrates the displacement of private-label MBS by GSEs following the 2008 financial crisis.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
33
The slide uses a balance sheet visualization to illustrate the high leverage (40:1 ratio implied by $100 assets vs $2.5 equity).Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
52
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
04
This slide uses a classic activist 'Problem-Opportunity-Solution' structure.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
14
The slide uses a causal chain logic (Concentration + Distribution Resistance = Low COR) to justify the thesis.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit