Pershing Square Holdings Portfolio (multi-position) (PSH)

William Ackman · 2019-02
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 2
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Attention
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other
Open slide detailBeat · Attention
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front_matter
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transition
Open slide detailBeat · Attention
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The slide uses a callout box to emphasize the conflict of interest regarding Nicholas Botta.expose_contradiction
Open slide detailBeat · Need
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summarize
Open slide detailBeat · Need
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summarize
Open slide detailBeat · Need
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summarize
Open slide detailBeat · Need
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summarize
Open slide detailBeat · Need
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transition
Open slide detailBeat · Need
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compare_peers
Open slide detailBeat · SatisfactionLoop · Logic Chain
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The slide highlights strong performance across the portfolio, particularly in Fannie Mae and Freddie Mac holdings.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
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The slide highlights PSH's alpha generation in basis points (bps) relative to the S&P 500.compare_peers
Open slide detailBeat · SatisfactionLoop · Logic Chain
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The chart highlights the significant outperformance of Pershing Square relative to the S&P 500 over the specified period.compare_peers
Open slide detailBeat · SatisfactionLoop · Logic Chain
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The chart highlights Pershing Square's performance relative to the S&P 500 in different market conditions.compare_peers
Open slide detailBeat · Satisfaction
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The slide highlights specific stock contributors and the impact of a share buyback program.analyze_data
Open slide detailBeat · Satisfaction
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The table includes a subtotal for specific detractors and an 'All Other Positions' category, summing to a total detraction of 17.5%.analyze_data
Open slide detailBeat · Satisfaction
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Includes a detailed footnote regarding methodology changes and specific litigation reserve impacts.analyze_data
Open slide detailBeat · Satisfaction
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Includes a detailed disclaimer regarding the calculation of AUM and specific investments in Automatic Data Processing, Inc.analyze_data
Open slide detailBeat · Satisfaction
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transition
Open slide detailBeat · Satisfaction
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This slide is likely part of a 'What We Said vs. What We Did' sequence common in activist investor presentations.expose_contradiction
Open slide detailBeat · Action
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The slide uses numbered list items to categorize strategic actions taken by the firm.summarize
Open slide detailBeat · Action
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summarize
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The slide uses a structured list format to convey three pillars of stability.summarize
Open slide detailBeat · Action
25
The slide uses a standard hierarchical tree structure to represent the company's departments and personnel.other
Open slide detailBeat · Action
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introduce_nominees
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The slide uses a checkmark system to validate investment criteria for four companies: United Technologies, Lowe's, Starbucks, and Hilton.compare_peers
Open slide detailBeat · Action
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The slide highlights specific board and management changes at ADP, Chipotle, Lowe's, and United Technologies.summarize
Open slide detailBeat · Action
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The slide uses a comparison frame to justify a higher earnings multiple by highlighting superior quality and growth metrics.compare_peers
Open slide detailBeat · Action
30
The slide illustrates the valuation gap between current market prices and the discounted value at PSH.show_valuation_bridge
Open slide detailBeat · Action
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The slide uses a contrast-pairs framework to differentiate the business model of PSH from traditional hedge funds.compare_peers
Open slide detailBeat · Action
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The slide uses a hub-and-spoke diagram to show the holding company structure.establish_context
Open slide detailBeat · Action
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Slide 33 of the deck.summarize
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transition
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summarize
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The slide uses a vertical process flow to demonstrate the sequence of events.illustrate_case
Open slide detailBeat · Action
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The chart highlights the impact of Pershing Square's involvement and subsequent leadership changes on the stock price.illustrate_case
Open slide detailBeat · ActionLoop · Before After
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This slide outlines the activist's thesis on ADP's transformation and valuation gap.summarize
Open slide detailBeat · ActionLoop · Before After
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The chart highlights the correlation between specific corporate events/announcements and share price movement.illustrate_case
Open slide detailBeat · ActionLoop · Before After
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The slide uses a structured list format to present key investment thesis points.summarize
Open slide detailBeat · ActionLoop · Before After
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The chart highlights specific acquisition and leadership transition events against the share price trend.analyze_data
Open slide detailBeat · ActionLoop · Before After
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summarize
Open slide detailBeat · ActionLoop · Before After
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The chart uses a dashed line to indicate the average cost basis at inception ($86).analyze_data
Open slide detailBeat · ActionLoop · Before After
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The slide uses color-coded blocks to group the investment thesis into three pillars: Brand/Market, Reinvestment/Returns, and Leadership/Operational improvementssummarize
Open slide detailBeat · ActionLoop · Before After
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The chart highlights the correlation between specific corporate events and share price movement.illustrate_case
Open slide detailBeat · ActionLoop · Before After
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summarize
Open slide detailBeat · ActionLoop · Before After
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Includes a callout box explaining a negative market reaction to Q3 2018 earnings.analyze_data
Open slide detailBeat · ActionLoop · Before After
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The slide uses a structured list format to present the investment thesis for UTX.summarize
Open slide detailBeat · ActionLoop · Before After
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The chart uses callout boxes to correlate specific corporate events with share price fluctuations.analyze_data
Open slide detailBeat · ActionLoop · Before After
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The slide uses a classic 'thesis-antithesis' structure where the top sections establish the company's strength and the bottom callout introduces the market undeestablish_context
Open slide detailBeat · Action
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The chart includes a dashed line representing the average cost at announcement date ($37*).analyze_data
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Page number 52 included at bottom.frame_situation
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frame_situation
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The slide uses a timeline-annotated line chart to correlate share price volatility with specific legal and political milestones.analyze_data
Open slide detailBeat · Action
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The slide uses a table format to present individual investment rationales for nine portfolio holdings.summarize
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summarize
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Page number 57 at the bottom.other
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other
Open slide detailBeat · Action