William Ackman · activist-deck
Pershing Square Holdings Portfolio (multi-position) (PSH)
86 pages · 4 arc beats · 2 loops
Pershing Square Holdings Portfolio (multi-position) (PSH)
William Ackman · 2017-04 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 86 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 3 slides 100% 3/3 slides 100% 3/3 slides · 14 hits — 0/3 slides
— 0/3 slides
— 0/3 slides
100% 3/3 slides — 0/3 slides
Interest 5 slides 100% 5/5 slides 100% 5/5 slides · 16 hits — 0/5 slides
— 0/5 slides
20% 1/5 slides 100% 5/5 slides — 0/5 slides
Desire 56 slides 100% 56/56 slides 100% 56/56 slides · 294 hits — 0/56 slides
33.9% 19/56 slides · 23 hits 37.5% 21/56 slides 100% 56/56 slides 7.1% 4/56 slides Action 22 slides 100% 22/22 slides 100% 22/22 slides · 71 hits — 0/22 slides
40.9% 9/22 slides 9.1% 2/22 slides 100% 22/22 slides — 0/22 slides
Slide inventory
86 every slide · same image gating as the playbook
06
The slide uses a standard 'Winners and Losers' format common in investor reporting to attribute performance to specific portfolio positions.compare_peers
Open slide detailBeat · Interest
13
The slide uses a 'before-after' framing to argue that current progress is insufficient compared to potential.diagnose_problem
14
The chart uses a red bar for the subject company (Mondelez) and blue bars for peers to highlight the performance gap.compare_peers
15
The chart uses a dashed line to indicate the reference price of ~$39 (average cost).analyze_data
Open slide detailBeat · Desire
16
The slide is minimalist, featuring only the company logo and a capital allocation percentage.transition
Open slide detailBeat · Desire
19
The chart highlights specific acquisition and purchase events by Pershing Square.analyze_data
Open slide detailBeat · Desire
24
The chart uses callout boxes to link specific dates to corporate events, illustrating the impact of activist intervention.illustrate_case
29
Uses a comparison table to highlight ingredient simplicity as a brand differentiator.summarize
Open slide detailBeat · Desire
30
The slide uses a simple comparison-style table to define the company's competitive advantage.present_framework
Open slide detailBeat · Desire
32
The slide uses a convergence diagram to show how three distinct market segments are funneling demand into the 'Fast Casual' category.frame_situation
Open slide detailBeat · Desire
37
The chart illustrates a significant recovery in same-store sales starting in late 2016.analyze_data
Open slide detailBeat · Desire
38
The chart uses a timeline-based annotation style to correlate corporate events with stock price movements.illustrate_case
Open slide detailBeat · Desire
41
The slide uses a two-part structure: operational progress updates followed by a preemptive rebuttal regarding market concerns.summarize
Open slide detailBeat · Desire
42
The slide uses a timeline-annotated line chart to correlate stock performance with specific management actions.summarize
Open slide detailBeat · Desire
44
The slide highlights the regulatory action taken against Herbalife and the financial impact of the settlement.cite_precedent
Open slide detailBeat · Desire
45
Uses direct quotes from legal documents to validate the activist's thesis.cite_precedent
Open slide detailBeat · Desire
48
The slide uses a dashed line to indicate the average cost basis ($47) against the current price ($60).expose_contradiction
Open slide detailBeat · Desire
49
This appears to be a fragment or a placeholder slide in a larger deck.other
Open slide detailBeat · Desire
50
The slide reiterates a long-standing investment thesis originally presented in 2014.summarize
Open slide detailBeat · Desire
55
The chart uses dashed horizontal lines to indicate average cost basis for the investor.analyze_data
Open slide detailBeat · Desire
57
The slide uses a 'positive progress vs. valuation discount' contrast to set up an activist investment thesis.summarize
Open slide detailBeat · Desire
58
The chart highlights specific acquisition announcements and leadership changes alongside Pershing Square's entry and cost basis.illustrate_case
Open slide detailBeat · Desire
61
The chart highlights the entry point of Pershing Square at $10.50 and the current price of $11.36.illustrate_case
Open slide detailBeat · Desire
63
This appears to be a placeholder or redacted slide in an activist investor presentation.appendix
Open slide detailBeat · Desire
64
The slide uses a callout box to emphasize the 94% loss, framing the investment performance as a significant negative outcome.analyze_data
Open slide detailBeat · Desire
70
This slide outlines the 'Specified Matters' for the London listing, likely related to governance and shareholder rights.other
Open slide detailBeat · Action
76
The chart illustrates a widening discount over time, reaching approximately -20% by late 2016.analyze_data
Open slide detailBeat · Action
77
The chart highlights a significant disparity between broker-traded and exchange-traded volumes.analyze_data
Open slide detailBeat · Action
78
Includes a specific callout regarding the ratio of broker trading volume to exchange traded volume.analyze_data
Open slide detailBeat · Action
80
The slide details the retirement of the COO and subsequent promotions of the CFO, Senior Controller, and other finance team members.summarize
Open slide detailBeat · Action
81
The slide only lists two of the four mentioned additions.introduce_nominees
Open slide detailBeat · Action
83
The chart displays various departments including Investment Team, Legal & Compliance, Trading, Investor Relations, Finance, Human Resources, Public Relations, aother
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86
Contains specific dates (April 18, 2017; July 29, 2015; August 5, 2015) and regulatory references (ERISA, 13D filing).appendix
Open slide detailBeat · Action