slides · global inventory
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Matching slides 1,727
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721-750 of 1,727
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Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
38
The slide uses a waterfall-style comparison to illustrate margin efficiency.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
46
The slide uses a waterfall-style visual to contrast cost components.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
48
The slide uses a direct comparison to highlight a competitive disadvantage.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
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The chart uses coefficient of variation as a proxy for reliability.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
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The slide uses a chevron-based table layout to contrast historical data with future targets.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
06
FDO refers to Family Dollar (implied).Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
31
The slide uses a comparison framework to reframe GGP's bankruptcy as a liquidity event rather than a fundamental insolvency.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
The slide contrasts stock price appreciation with TEV growth to suggest a valuation discrepancy.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
17
The slide argues for further cap rate compression based on the historical spread between REIT cap rates and Baa yields.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
21
The slide uses a visual grid to demonstrate product substitutability, undermining the 'unique' value proposition often claimed by multi-level marketing firms.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
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This slide is a classic example of MLM marketing materials used to frame the business opportunity as passive income.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
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The slide uses a matrix structure to contrast two distributor categories across three dimensions: Retail Profit, Recruiting Profit, and Minimum Volume Requirement.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
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The slide highlights a policy mismatch where Economy X is growing and inflating while maintaining US-style loose monetary policy.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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The chart uses a stacked area format to visualize the shift in global currency reserves.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
60
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
51
Uses a historical precedent to frame the current investment thesis.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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The slide uses a callout box to highlight the key takeaway that inventory declines exceed sales declines.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
42
The slide uses a callout box to highlight the key takeaway that inventory declines exceed sales declines.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
43
The slide highlights that the improvement is notable given the seasonal cash flow negativity of Q3 for retailers.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
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The slide highlights a counter-seasonal improvement in cash flow for retailers.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
11
The slide uses a comparison table format to contrast the 'Old Business Plan' with the 'New Recession and Credit Crisis Plan'.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
35
Uses a contrast-pair framework to highlight the superiority of the activist slate.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The chart highlights a divergence in performance starting in 2008.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The table highlights TIP REIT's unique 'Land-only' and 'Master Lease' structure compared to the 'Land and Building' and 'Individual Leases' of peers.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a pro-forma analysis to justify a higher valuation/growth trajectory based on capital structure changes.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a structured comparison framework to validate the investment thesis.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
60
The slide uses a comparison frame to argue for a lower cap rate valuation.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
07
The slide uses a historical precedent to frame Wendy's current situation as a turnaround opportunity similar to McDonald's past.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit