"(~21% of Capital)"
Pershing Square Holdings Portfolio (MDLZ, APD, CMG, HHC, NOMD, HLF short, FNMA/FMCC) · PSH
Pershing Square · p. 16
Callouts & quotes from 37,061+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"0% 5-year EBITDA"
Viacom · VIAB
SpringOwl · p. 35
"0% for Hess ?!?!"
Hess Corporation · HES
Elliott Management · p. 12
"+39% 公正価値までの上昇余地"
Toyota Industries Corporation · 6201
Elliott Management · p. 10
"Plc Value Upside"
Rio Tinto · RIO
Palliser Capital · p. 10
"Worse Valuation?"
General Electric · GE
Trian Partners · p. 75
"(~9% of Capital)"
Unknown
· p. 54
"Sell, Sell, Sell"
Hims & Hers Health, Inc. · HIMS
Spruce Point Capital · p. 1
"(58%) EV Decline"
Forward Air Corporation · FWRD
Ancora · p. 8
"統計を使った典型的な虚偽記載だ。"
Lasertec Corporation · 6920
Scorpion Capital · p. 197
"WE HAVE ANSWERS."
Phillips 66 · PSX
Elliott Management · p. 6
"The GE of Canada"
Fairfax Financial Holdings Ltd. · FFH
Muddy Waters · p. 1
"オリベには大幅な成長の余地がある"
Kao Corporation · 4452.JP
Oasis Management · p. 65
"PSLP/PSH: 2,370%"
Pershing Square Holdings · PSH
Pershing Square · p. 22
"The Time is Now"
Automatic Data Processing, Inc. · ADP
Pershing Square · p. 1
"Gold Proxy Card"
Target Corporation · TGT
Pershing Square · p. 32
"GOLD PROXY CARD"
Target Corporation · TGT
Pershing Square · p. 80
"A Premier Short"
Premier, Inc. · PINC
Spruce Point Capital · p. 1
"This is a joke!"
BlackRock, Inc. · BLK
Bluebell Capital · p. 53
"A MONSTER SHORT"
Monster Beverage Corp. · MNST
Spruce Point Capital · p. 1
"Product Buyback"
Herbalife Ltd. · HLF
Pershing Square · p. 307
"Investment Team"
Pershing Square Portfolio (multi-position annual update)
Pershing Square · p. 75
"推定減損額/棚卸資産高 63%"
Lasertec Corporation · 6920
Scorpion Capital · p. 23
"花王には成長意欲が欠如している"
Kao Corporation · 4452.JP
Oasis Management · p. 37
"花王には明らかな成長余地がある"
Kao Corporation · 4452.JP
Oasis Management · p. 49
"132% Difference"
Perrigo Company plc · PRGO
Starboard Value · p. 6
"ADP Rank: Last"
Automatic Data Processing, Inc. · ADP
Pershing Square · p. 119
"ADP Rank: Last"
Automatic Data Processing, Inc. · ADP
Pershing Square · p. 118
"44% Difference"
American Capital, Ltd. · ACAS
Elliott Management · p. 14
"$48 11/12/1999"
McDonald's Corporation · MCD
Pershing Square · p. 58
"66.4% decrease"
e.l.f. Beauty, Inc. · ELF
Muddy Waters · p. 7
"Slowing growth"
MSCI Inc. · MSCI
Spruce Point Capital · p. 115
"推定減損額/棚卸資産 63%"
Lasertec Corporation · 6920
Scorpion Capital · p. 99
"SandRidge -34%"
SandRidge Energy · SD
Carl Icahn · p. 17
"This is a lie."
ANTA Sports Products · 2020.HK
Muddy Waters · p. 6
"Yeah, It's con"
Phillips 66 · PSX
Elliott Management · p. 12
"($79) Decline"
Office Depot, Inc. · ODP
Starboard Value · p. 14
"~123pts BELOW"
Autodesk, Inc. · ADSK
Starboard Value · p. 12
"A Better BID!"
Sotheby's · BID
Third Point · p. 27
"222% Increase"
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) · HKD
Pershing Square · p. 65
"~123pts BELOW"
Autodesk, Inc. · ADSK
Starboard Value · p. 12
"The ONP story"
Orient Paper Inc. · ONP
Muddy Waters · p. 1
"Average: +4%"
Unknown
· p. 12
"15% DISCOUNT"
Crown Castle International · CCI
Elliott Management · p. 34
"~42pts BELOW"
Autodesk, Inc. · ADSK
Starboard Value · p. 9
"~21pts BELOW"
Autodesk, Inc. · ADSK
Starboard Value · p. 8
"~60pts BELOW"
Autodesk, Inc. · ADSK
Starboard Value · p. 10
"~97pts BELOW"
Autodesk, Inc. · ADSK
Starboard Value · p. 11
"Average: +4%"
Unknown
· p. 12
"No Increase?"
DoubleVerify Holdings, Inc. · DV
Spruce Point Capital · p. 70
"I’m bullish."
Vitesco Technologies · VTSC
Greenlight Capital · p. 47
"Pop-and-Drop"
Herbalife Ltd. · HLF
Pershing Square · p. 248
"Which is it?"
Intuit Inc. · INTU
Spruce Point Capital · p. 29
"~60pts BELOW"
Autodesk, Inc. · ADSK
Starboard Value · p. 10
"~21pts BELOW"
Autodesk, Inc. · ADSK
Starboard Value · p. 8
"~42pts BELOW"
Autodesk, Inc. · ADSK
Starboard Value · p. 9
"~97pts BELOW"
Autodesk, Inc. · ADSK
Starboard Value · p. 11
"A CORE SHORT"
Amcor plc · AMCR
Spruce Point Capital · p. 1
"Average: +4%"
Pershing Square Holdings Portfolio (multi-position) · PSH
Pershing Square · p. 12
"11x Discount"
Perrigo Company plc · PRGO
Starboard Value · p. 4