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Pershing Square · activist-deck

Pershing Square Portfolio (multiple positions)

67 pages · 5 arc beats · 2 loops

Activist-Deck Download JSON
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Pershing Square Portfolio (multiple positions)

Pershing Square · 2015-04
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 67 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Humble Origins 10 slides 100% 10/10 slides 100% 10/10 slides · 42 hits
— 0/10 slides
40% 4/10 slides 10% 1/10 slides 100% 10/10 slides
— 0/10 slides
Early Struggles 10 slides 100% 10/10 slides 100% 10/10 slides · 42 hits
— 0/10 slides
30% 3/10 slides 20% 2/10 slides 100% 10/10 slides 80% 8/10 slides Rising Success 20 slides 100% 20/20 slides 100% 20/20 slides · 95 hits
— 0/20 slides
30% 6/20 slides · 7 hits 35% 7/20 slides 100% 20/20 slides 40% 8/20 slides The Breakthrough 10 slides 100% 10/10 slides 100% 10/10 slides · 54 hits
— 0/10 slides
70% 7/10 slides · 10 hits 30% 3/10 slides 100% 10/10 slides
— 0/10 slides
Ultimate Achievement 17 slides 100% 17/17 slides 100% 17/17 slides · 75 hits
— 0/17 slides
41.2% 7/17 slides 23.5% 4/17 slides 100% 17/17 slides
— 0/17 slides

Slide inventory

67
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Humble Origins
02
other
Open slide detailBeat · Humble Origins
03
front_matter
Open slide detailBeat · Humble Origins
04
transition
Open slide detailBeat · Humble Origins
05
analyze_data
Open slide detailBeat · Humble Origins
06
The chart highlights a significant performance outperformance of Pershing Square (722.9%) versus the S&P 500 (134.3%).analyze_data
Open slide detailBeat · Humble Origins
07
The slide uses a split-table format to contrast positive and negative performance contributors.analyze_data
Open slide detailBeat · Humble Origins
08
The table highlights the dual-contribution strategy of the fund.analyze_data
Open slide detailBeat · Humble Origins
09
Includes a footnote clarifying the relationship between PSV funds and the core funds.analyze_data
Open slide detailBeat · Humble Origins
10
transition
Open slide detailBeat · Humble Origins
11
front_matter
Open slide detailBeat · Early Struggles
12
This slide serves as a case study or precedent for an activist campaign.illustrate_case
Open slide detailBeat · Early Struggles
13
The slide uses a timeline-annotated line chart to demonstrate value creation during an activist campaign.illustrate_case
Open slide detailBeat · Early StrugglesLoop · Before After
14
front_matter
Open slide detailBeat · Early StrugglesLoop · Before After
15
establish_context
Open slide detailBeat · Early StrugglesLoop · Before After
16
Uses red callout box for the primary thesis and red 'X' icons for the supporting arguments.name_villain
Open slide detailBeat · Early StrugglesLoop · Before After
17
summarize
Open slide detailBeat · Early StrugglesLoop · Before After
18
The chart uses a timeline-based annotation approach to correlate stock performance with corporate M&A activity.illustrate_case
Open slide detailBeat · Early StrugglesLoop · Before After
19
establish_context
Open slide detailBeat · Early StrugglesLoop · Before After
20
The slide highlights the performance of the stock relative to the investor's entry point and average cost basis.analyze_data
Open slide detailBeat · Early StrugglesLoop · Before After
21
front_matter
Open slide detailBeat · Rising Success
22
Slide 21 of an activist deck, likely Pershing Square's campaign on CP.summarize
Open slide detailBeat · Rising Success
23
summarize
Open slide detailBeat · Rising SuccessLoop · Before After
24
The slide uses a timeline-annotated line chart to demonstrate value creation following activist intervention.illustrate_case
Open slide detailBeat · Rising SuccessLoop · Before After
25
front_matter
Open slide detailBeat · Rising SuccessLoop · Before After
26
Slide 25 from an activist investor deck (Pershing Square).summarize
Open slide detailBeat · Rising SuccessLoop · Before After
27
introduce_nominees
Open slide detailBeat · Rising SuccessLoop · Before After
28
summarize
Open slide detailBeat · Rising SuccessLoop · Before After
29
The slide uses a timeline-annotated line chart to correlate corporate governance changes and financial results with stock price appreciation.analyze_data
Open slide detailBeat · Rising SuccessLoop · Before After
30
front_matter
Open slide detailBeat · Rising SuccessLoop · Before After
31
Slide 30 of an activist deck, likely part of a thesis presentation.introduce_nominees
Open slide detailBeat · Rising Success
32
The slide outlines the sequence of events from November 2014 to April 2015.summarize
Open slide detailBeat · Rising Success
33
The slide uses a callout box to highlight key events (initial purchase and 13-D filing) to correlate with stock price movement.illustrate_case
Open slide detailBeat · Rising Success
34
front_matter
Open slide detailBeat · Rising Success
35
Slide 34 of an activist investor deck.establish_context
Open slide detailBeat · Rising Success
36
The slide uses a dashed line to indicate the initial cost basis relative to the current share price trajectory.analyze_data
Open slide detailBeat · Rising Success
37
front_matter
Open slide detailBeat · Rising Success
38
Slide 37 of an activist investor deck.summarize
Open slide detailBeat · Rising Success
39
The chart uses a dashed line to indicate the average cost basis of $14.50.illustrate_case
Open slide detailBeat · Rising Success
40
front_matter
Open slide detailBeat · Rising Success
41
summarize
Open slide detailBeat · The Breakthrough
42
The chart illustrates the value creation relative to the initial investment cost basis.analyze_data
Open slide detailBeat · The Breakthrough
43
The slide consists of a grey horizontal bar containing the logos of the two government-sponsored enterprises.front_matter
Open slide detailBeat · The Breakthrough
44
summarize
Open slide detailBeat · The Breakthrough
45
The chart includes dashed lines representing the average cost basis for both entities.analyze_data
Open slide detailBeat · The Breakthrough
46
transition
Open slide detailBeat · The Breakthrough
47
This slide uses a series of bullet points to build a case against the company, citing internal quotes and external legal/regulatory pressures.expose_contradiction
Open slide detailBeat · The Breakthrough
48
The slide uses callout boxes to annotate specific dates on a line chart.summarize
Open slide detailBeat · The Breakthrough
49
The slide uses a line chart with callout boxes to link specific negative events to stock price drops.expose_contradiction
Open slide detailBeat · The Breakthrough
50
The slide uses a callout box to summarize the performance metrics relative to the short position inception.analyze_data
Open slide detailBeat · The Breakthrough
51
The slide uses a red box to highlight North America and Mexico as the primary drivers of the decline.expose_contradiction
Open slide detailBeat · Ultimate Achievement
52
The chart shows the composition of Enterprise Value, highlighting the increase in Gross Debt relative to Diluted Market Capitalization.name_villain
Open slide detailBeat · Ultimate Achievement
53
transition
Open slide detailBeat · Ultimate Achievement
54
The slide uses a series of colored bars to represent chronological events.summarize
Open slide detailBeat · Ultimate Achievement
55
summarize
Open slide detailBeat · Ultimate Achievement
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.summarize
Open slide detailBeat · Ultimate Achievement
57
The diagram uses a central triangle to represent the entity, with arrows indicating capital inflows from IPO, private phase rollovers, and management investmentpresent_framework
Open slide detailBeat · Ultimate Achievement
58
analyze_data
Open slide detailBeat · Ultimate Achievement
59
The slide provides a snapshot of the discount to NAV for PSH, including specific historical high/low/average discount data.analyze_data
Open slide detailBeat · Ultimate Achievement
60
The chart shows the stock price (blue) consistently trading below the NAV (green).expose_gap
Open slide detailBeat · Ultimate Achievement
61
The chart highlights a significant disparity between broker-traded and exchange-traded volumes, with a dashed line indicating the weekly average.analyze_data
Open slide detailBeat · Ultimate Achievement
62
The slide highlights that broker trading volume is 2.2x exchange traded volume.analyze_data
Open slide detailBeat · Ultimate Achievement
63
transition
Open slide detailBeat · Ultimate Achievement
64
introduce_nominees
Open slide detailBeat · Ultimate Achievement
65
introduce_nominees
Open slide detailBeat · Ultimate Achievement
66
transition
Open slide detailBeat · Ultimate Achievement
67
other
Open slide detailBeat · Ultimate Achievement