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4,501-4,530 of 13,742
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Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
14
Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
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Slide 37 of an activist deck.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
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OR refers to Operating Ratio, a key metric in the railroad industry.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
43
The slide uses a two-part structure: positive business developments followed by a preemptive rebuttal regarding market concerns.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
36
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
45
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a 'lessons learned' format to build credibility by acknowledging past failures.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
17
Includes a list of portfolio company logos at the bottom.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
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The title references Benjamin Graham's famous 'weighing machine' metaphor for the stock market.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
20
Slide 20 of an activist investor deck.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · ComplicationLoop · Tale Two Worlds1 hit
22
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · ComplicationLoop · Tale Two Worlds1 hit
05
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & Approach1 hit
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Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & Approach1 hit
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Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & Approach1 hit
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Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & Approach1 hit
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Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & Approach1 hit
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The slide uses a causal chain to explain why guarantees issued during downturns are lower risk.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Solution & ApproachLoop · Before After1 hit
57
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
69
The slide uses a historical narrative to support the thesis that private capital in this sector is inherently pro-cyclical and unreliable.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
73
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
10
The slide uses a yellow background callout box to emphasize the legal constraints.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Analogy1 hit
06
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Complication1 hit
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Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Preempt Rebuttal1 hit
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Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
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The slide details the logic for M&A spending caps and the subsequent use of excess debt capacity for share repurchases.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit