{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-622c-750b-8b9b-905be5d022fb", "slug": "0c95c1ec255f", "title": "Pershing Square Portfolio (multiple positions)", "subtitle": "Pershing Square · 2015-04", "author": "Pershing Square", "date": "2015-04-28 00:00:00", "pageCount": 67, "kind": "activist-deck", "orientation": "landscape", "aspectRatio": 1.3333334, "targetCompany": "Pershing Square Portfolio (multiple positions)", "document": { "id": "019dd923-622c-750b-8b9b-905be5d022fb", "slug": "0c95c1ec255f", "title": "Pershing Square Portfolio (multiple positions)", "rawTitle": "2015 European Investor Meeting Presentation1", "authorId": "01_Pershing_Square", "authorName": "Pershing Square", "authorDisplay": "Pershing Square", "kind": { "slug": "activist-deck", "label": "Activist deck" }, "sourceType": { "slug": "activist_investor", "label": "Activist investor" }, "fileName": "2015-04-2015-European-Investor-Meeting-Presentation1.pdf", "sourceUrl": null, "sourceDate": "2015-04-28 00:00:00", "presentationDate": "2015-04-28 00:00:00", "ingestedAt": "2026-04-23 00:15:47+00", "status": "ready", "pageCount": 67, "orientation": "landscape", "aspectRatio": 1.3333334, "targetCompany": "Pershing Square Portfolio (multiple positions)", "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/0c95c1ec255f", "activist_firm": "Pershing Square Capital Management", "origin_corpus": "contrarian", "extraction_seconds": 146.67697024345398 } }, "coverage": { "pageCount": 67, "pagesIndexed": 67, "pagesWithImages": 67, "pagesWithMetadata": 67, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 308, "chartCount": 21, "metricSlides": 0, "toolMatches": 35, "documentToolMatches": 4, "frameworkMatches": 17, "arcMatches": 1, "beatMatches": 5, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": true, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "matchId": "32911597-a35c-4802-8e82-c38340825cfd", "evidence": "Multiple examples of portfolio companies' successful transformations and growth.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:02:41.617716+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 10, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 1, "name": "Humble Origins", "beatId": "18e67708-953c-4dfb-9a90-0cb727e8fbed", "matchId": "32911597-a35c-4802-8e82-c38340825cfd", "beatType": { "name": "Humble Origins", "slug": "rags-to-riches-humble-origins", "status": "active", "canonId": "019dd9b8-4938-7404-a51e-be10eff8a9d5", "version": 1, "description": null }, "evidence": "Overview of Pershing Square's investment history and portfolio.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. 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"version": 1, "bodyDocId": "019dd9a1-80bf-72e9-980b-ccd1c0cd3488", "description": "You visualise two futures side by side: the trajectory the target is on\ntoday, and the trajectory under your proposed intervention. 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Current Chairman’s Club member Stephan Gratziani: “Who wants to bring their family into a struggle to make it? Who wants to bring their family into an eventual deception?”", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 20:02:36.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed38feb1-4d34-4794-9f70-9525677dfd9b", "parentComponentId": null }, { "bbox": null, "kind": "quote", "text": "“Who wants to bring their family into a struggle to make it? 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