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Waterfall Chart
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2,311-2,340 of 7,440
09
The chart uses callout boxes to correlate specific financial events with fluctuations in the debt ratio.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
49
The slide uses a dual-axis line chart to show absolute and relative P/E multiples, with a table for summary statistics.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
152
Uses a waterfall-bridge logic to reconcile reported revenue with implied bookings.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
35
The chart uses a bridge-like structure to isolate 'Implied Organic Growth' as a small residual value.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
61
Uses a waterfall-bridge chart to visualize margin expansion.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Propose Solution1 hit
105
Includes a table of Bakken Standalone financials (2013-2017) and a waterfall chart showing Bakken Free Cash Flow and Sources of Cash.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
24
The chart shows a bridge from current value ($49.85) to pro forma value ($126.24) through specific corporate actions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
26
The chart shows a bridge from $49.85 to $126.24 via three distinct value-add steps.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
28
The chart shows a bridge from 'Hess Today' ($49.85) to 'Pro Forma Hess' ($126.24) via three value-adding steps.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
33
Uses a bridge chart to connect operational cost overruns to NAV destruction.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
49
Uses a 'proxy' valuation methodology to justify a higher valuation for Hess based on Continental's market performance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
51
Includes specific footnotes detailing assumptions for production, capex, and midstream valuation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
56
The slide uses a waterfall chart to quantify the negative impact of management decisions on Hess's Net Asset Value.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
64
The slide uses a precedent to argue for the value of spinning off midstream assets.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
24
Uses a valuation bridge logic to arrive at the $3.45 per share figure.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
26
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
33
The slide uses a balance sheet visualization to show how $100 in assets was funded by $97.5 debt and $2.5 equity, resulting in a 40% ROE.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
70
The slide uses a stacked bar chart to contrast historical losses against the total available capital buffer.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
83
Includes annotations for IPO events and specific capital percentage targets.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
33
The slide uses a balance sheet visualization to illustrate the high leverage (40:1 ratio implied by $100 assets vs $2.5 equity).Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
60
The chart uses a mix of negative bars (losses) and positive bars (capital) to illustrate the adequacy of the proposed capital buffer.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
64
The chart uses a waterfall-like comparison to show the coverage ratio of proposed capital vs historical losses.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
79
The chart shows the transition from a negative equity position to a positive pro-forma equity position through earnings, debt repayment, and equity conversion.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
81
The chart shows the transition from a negative equity position to a positive $99bn position through earnings, debt repayment, IPO proceeds, and equity conversion.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
96
The slide emphasizes that despite restructuring, the US government retains a controlling interest via warrants.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
10
The chart highlights specific capital market transactions (issuances and redemptions) against the leverage ratio trend line.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Need1 hit
20
The chart uses a red dashed box to emphasize the 'Down Months' performance comparison.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
23
The chart uses a dotted line to visually connect the peak loss point for both indices in March 2009.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Evidence1 hit
29
The chart highlights a deceleration in growth and notes a specific accounting/loyalty program distortion between Q3 2016 and Q2 2017.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
40
The chart uses a waterfall-bridge structure to decompose EPS growth drivers.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit