slides · global inventory
Comparison Frame
Tool collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,727
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751-780 of 1,727
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The slide uses checkmarks and an 'x' to visually indicate goal attainment.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Desire1 hit
56
The slide uses a green table to contrast goals with outcomes, using checkmarks for success and an 'x' for the failure to trade at a premium.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
32
The chart illustrates market concentration by showing the divergence between cap-weighted and equal-weighted indices.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
38
Uses a waterfall chart to bridge Gross Revenue to Net Operational Revenue.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
138
The slide uses a table to structure a transformation plan, which acts as a roadmap for operational improvement.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
77
The slide uses a comparison framework to justify valuation multiples by drawing parallels to a high-performing consumer sector.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
13
The chart illustrates the competitive threat of money funds growing at 16% CAGR compared to bank deposits at 5% CAGR.Bank of America | Investor Conference Presentation Deck | 24 slides · Bank of America
Conference presentation Investor relations Beat · NeedLoop · Cost Of Inaction1 hit
25
The slide uses a comparison frame to argue that airlines are undervalued relative to Dell based on revenue and net income performance.Continental Airlines | Investor Conference Presentation Deck | 27 slides · Continental Airlines
Conference presentation Investor relations Loop · Cost Of Inaction1 hit
13
The slide uses a combination of stacked bar charts and a dot plot to argue for the superiority of Crown Castle's asset base.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
07
The slide uses a comparison framework to systematically dismantle the opponent's valuation model.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
153
Uses a quote from Dr. Klaus Kleinfeld to validate the comparison.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
15
The slide uses a before-after comparison to argue for a holding company structure over the proposed restructuring plan.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
11
Uses a green/red contrast to frame the choice between stability and value destruction.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
54
The slide uses a bar chart to visualize the delta between actual payments and original obligations.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
76
The chart illustrates the shift in market dominance from private capital to GSEs following the 2008 financial crisis.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
77
The chart uses an inverted Y-axis to represent spread in basis points.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
12
The U.S. column is highlighted with a dashed oval to emphasize its outlier status.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
31
The chart compares a $20bn capital requirement against a $(27)bn loss, suggesting near-sufficiency.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
54
The slide uses a comparison table to highlight risk profile differences between PMIs and GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
55
Uses a stacked bar chart to visualize LTV coverage ranges.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
94
The slide uses a comparison framework to position Fannie and Freddie between two distinct industry archetypes.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
32
The slide uses a hub-and-spoke diagram to contrast the risk profiles and market utility of the two business segments.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
43
The slide uses a red border to emphasize the GSE row, contrasting it with the other bailout recipients.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Loop · Hypothesis Test1 hit
72
The slide uses market data to justify a specific financial proposal (the PSPA commitment fee).Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
93
The table uses checkmarks to indicate compliance with specific distribution and financial standards.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
13
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
17
The slide uses a visual comparison to frame Mondelez's ZBB implementation as inferior to the 3G benchmark.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
67
The slide uses a comparison framework to highlight operational deficiencies at Darden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
87
The slide uses arrows to visually emphasize the divergence in performance trends between the two companies.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
18
Uses a qualitative scoring system (full circle, half circle) to assess Valeant against specific criteria.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit