Matching slides 8,343
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4,651-4,680 of 8,343

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Pershing Square Portfolio (multiple positions)Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
15
The chart highlights Mondelez's underperformance relative to peers, with Mondelez shown in red.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
17
The slide uses a comparison frame to expose a gap between Mondelez's performance and the 'gold standard' 3G Capital approach.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
19
The slide uses a before-after comparison to demonstrate operational efficiency gains.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
21
The chart uses a visual bridge to show the gap between the 2018 target and the activist's 'optimized' projection.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Solution & ApproachLoop · Pattern Hunter1 hit
22
The chart highlights the correlation between activist intervention/company news and stock price movement.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Beat · Solution & ApproachLoop · Pattern Hunter1 hit
44
The chart highlights the starting price of $37 and the ending price of $103.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
37
The chart illustrates a significant recovery in same-store sales starting in late 2016.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
42
The slide uses a timeline-annotated line chart to correlate stock performance with specific management actions.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
48
The slide uses a dashed line to indicate the average cost basis ($47) against the current price ($60).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
18
The chart uses callouts to annotate specific historical milestones (launches, challenges) against the growth trajectory.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
27
The slide provides a breakdown of monetized vs. retained hedges and their respective financial outcomes.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
18
The chart uses a visual separator to distinguish the subject (PSH) from the market and peer benchmarks.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
19
The chart uses a dashed line to visually separate the primary subject (PSH NAV) from the benchmark indices.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
21
The chart highlights significant outperformance since firm inception in 2004.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Impact & Next Steps1 hit
40
The chart uses a stacked bar approach to show return attribution. The bottom section includes a memo row for current NTM P/E multiples.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
156
Includes a quote from Jan Siegmund regarding ADP's margin profile.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
29
The chart uses a gap analysis to highlight the delta between management guidance and activist-proposed optimization.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 · SolutionLoop · Tale Two Worlds1 hit
106
Uses a Marimekko-style bar chart to show the impact of including/excluding Warrick on performance metrics.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
180
The slide uses a callout box to directly refute a 'share gain' narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
11
The chart uses a weighted peer basket based on Samsung's 2015 operating profit contribution.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
53
The chart uses a grouped bar format for annual data and a summary total at the end.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
55
The slide illustrates the 'excess' dividends paid under the current sweep compared to the original terms.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
60
The slide uses historical data to frame a problem of scale regarding capital requirements.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
67
The slide highlights a significant contraction in the market value of PMIs, with a specific callout noting a 90% decline through 2012.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
25
The chart uses a grouped bar format to compare two entities over time.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
60
The chart uses a waterfall-style bridge to compare losses to capital.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
10
The slide uses the Pershing Square 13D filing date as the baseline for outperformance.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 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
18
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit