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Closing Ask
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
56
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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This is the final page of a letter from an activist investor (Arnaud Ajdler).Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
145
Generac Holdings, Inc. (GNRC)Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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This is a text-heavy research note conclusion page.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Canadian Pacific Railway (CP)Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
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Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · The AskLoop · Quick Win Big Bet1 hit
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Includes a signature and a closing sentiment referencing the company's namesake.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
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The slide uses a dark, stormy background to emphasize the negative outlook.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
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New Pacific Metals (NUAG)New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
150
This appears to be a page from a government or central bank policy memorandum (likely Hong Kong, circa 1983, regarding the establishment of the linked exchange rate system).Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
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This is an activist investor letter (proxy solicitation) targeting specific board members.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Loop · Voice Of Customer1 hit
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This is a classic activist investor 'vote no' campaign slide.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Includes signature and formal legal disclaimer.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide serves as a concluding summary for an activist investor presentation.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Before After1 hit
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This is the final page of a shareholder letter, including signatures.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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This is a concluding slide from a Muddy Waters research note, emphasizing legal and reputational risk.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide contains a large blacked-out area, likely a redacted image or chart.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller Beat · The Victory1 hit
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The slide uses a comparison to Wirecard to frame the severity of the situation.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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This is a shareholder letter page outlining a list of demands to the board/management.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Monster1 hit
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The slide uses a metaphorical 'dog catching the car' to describe the stock's situation.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Closing Ask1 hit
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Includes a screenshot of a Pure Storage blog post used to expose a contradiction in their messaging.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Closing AskLoop · Cost Of Inaction1 hit
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Includes a valuation table and a footnote detailing forecast assumptions.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Upwork Inc. (UPWK)Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Action1 hit
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This is a text-heavy closing slide of a research report.Wayfair (W) · Citron Research
Research note Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit