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Executive Summary
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2,461-2,490 of 5,545
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Includes a specific callout box at the bottom summarizing the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
52
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
58
This slide serves as an investment thesis summary for an activist investor (Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
62
Slide 62 from an activist investor deck (likely Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
64
Includes a callout box at the bottom summarizing the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
69
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
01
This is the cover letter of an activist investor presentation.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
04
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Attention1 hit
06
The slide uses a numbered list to structure the core arguments against the current management proposal.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
02
Includes company HQ, employee count, financial snapshot, and three pie charts detailing revenue/profit contribution and end-market exposure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
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The slide features a stylized image of a turbine or fan blade, likely representing industrial or mechanical themes.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
03
This slide outlines a three-pillar activist proposal for BHP.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
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Includes specific references to W.D. Von Gonten study and specific financial loss estimates.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
05
The slide uses a classic activist investor structure: market performance, management critique, board accountability, and a proposed path to value.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
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The slide uses a table-based framework to compare proposed changes across three entities: Mobis, HMC, and Kia.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
03
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
03
The slide serves as an introductory executive summary for an activist investor presentation.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Problem1 hit
43
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
03
Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor 1 hit
01
This is the first page of a formal shareholder letter.Unizo Holdings Company (3258.T) · Elliott Advisors
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
04
Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
05
The slide uses a narrative structure to frame the current board as the 'hero' and Vivendi as the 'villain'.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem1 hit
19
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
48
The slide uses a bulleted list structure to outline the historical context, current status, and the proposed path forward for the GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
48
The slide uses a mix of bullet points and a highlighted callout box to summarize the investment thesis.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
04
Page number -4- indicates this is part of a larger shareholder letter or proposal document.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
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This is a page from a shareholder letter, likely page 5.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
01
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · Pershing Square Capital Management
Press release Activist investor 1 hit
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Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
04
This slide uses a classic activist 'Problem-Opportunity-Solution' structure.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit