Pershing Square Holdings · activist-deck
Pershing Square Holdings Portfolio (multi-position) (PSH)
68 pages · 4 arc beats · 1 loops
Pershing Square Holdings Portfolio (multi-position) (PSH)
Pershing Square Holdings · 2022-02 arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 59 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 2 slides 100% 2/2 slides 100% 2/2 slides · 5 hits — 0/2 slides
100% 2/2 slides — 0/2 slides
100% 2/2 slides — 0/2 slides
Need 3 slides 100% 3/3 slides 100% 3/3 slides · 25 hits — 0/3 slides
66.7% 2/3 slides — 0/3 slides
100% 3/3 slides — 0/3 slides
Satisfaction 10 slides 100% 10/10 slides 100% 10/10 slides · 49 hits — 0/10 slides
40% 4/10 slides · 5 hits 20% 2/10 slides 100% 10/10 slides 10% 1/10 slides Visualization 44 slides 100% 44/44 slides 100% 44/44 slides · 290 hits — 0/44 slides
45.5% 20/44 slides 43.2% 19/44 slides 100% 44/44 slides — 0/44 slides
Slide inventory
68 every slide · same image gating as the playbook
08
Includes a specific callout regarding the widening discount to NAV.analyze_data
Open slide detailBeat · Need
09
Highlights 2021 bond issuances within the broader debt maturity profile.analyze_data
Open slide detailBeat · Need
10
The chart highlights specific capital market transactions (issuances and redemptions) against the leverage ratio trend line.analyze_data
Open slide detailBeat · Need
12
The slide outlines a multi-pronged approach to closing the valuation gap, emphasizing performance, index inclusion, and capital allocation.propose_solution
Open slide detailBeat · Satisfaction
14
The chart highlights PSH's performance relative to benchmarks, showing it outperformed all but the S&P 500.compare_peers
Open slide detailBeat · Satisfaction
15
The chart highlights PSH's performance relative to S&P 500, FTSE 100, MSCI World, HFRX Activist Index, and HFRX Equity Hedge Index.compare_peers
Open slide detailBeat · Satisfaction
16
The table includes a compound annual return row at the bottom.analyze_data
Open slide detailBeat · Satisfaction
17
The chart highlights the launch of PSH on December 31, 2012, with a vertical dashed line.analyze_data
Open slide detailBeat · Satisfaction
18
The table aggregates positions with contributions of less than 50 basis points.analyze_data
Open slide detailBeat · Satisfaction
19
The table breaks down detractors by specific positions and interest expenses.analyze_data
Open slide detailBeat · Satisfaction
20
The chart uses a red dashed box to emphasize the 'Down Months' performance comparison.compare_peers
21
The table highlights the alignment of interest by showing the percentage of equity held by insiders.summarize
Open slide detailBeat · Visualization
24
Includes a footer note regarding Pershing Square's acquisition of a 10% stake in UMG.establish_context
Open slide detailBeat · Visualization
25
The slide uses a structured list format to present the core pillars of the investment thesis.summarize
Open slide detailBeat · Visualization
26
The chart includes a dashed line representing the average cost basis of €18.27.analyze_data
Open slide detailBeat · Visualization
28
The slide highlights key structural improvements: opt-in model, reduced opportunity cost, capital tailoring, extended duration, no underwriting fees, and simplipresent_solution
Open slide detailBeat · Visualization
30
The slide uses a vertical timeline format with color-coded blocks for years and specific events.summarize
Open slide detailBeat · Visualization
31
The chart tracks the divergence between the unit price (including warrants) and the share price post-separation.analyze_data
Open slide detailBeat · Visualization
32
The slide uses a split-layout to contrast new investments (logos) with exited investments (table).summarize
Open slide detailBeat · Visualization
33
The slide uses a hierarchical bulleted list to define the investment philosophy.present_framework
Open slide detailBeat · Visualization
34
The slide uses a 'before-after' structure to validate a past investment thesis.frame_situation
Open slide detailBeat · Visualization
35
The slide highlights the performance of specific financial instruments (swaptions) used as a hedge.analyze_data
Open slide detailBeat · Visualization
36
The slide highlights the 'Multiple of Capital' for three distinct market events.cite_precedent
Open slide detailBeat · Visualization
37
The slide uses a line chart to justify an entry point based on a return to pre-pandemic valuation levels.illustrate_case
Open slide detailBeat · Visualization
41
Includes a CAGR annotation and a table row for market share percentage.quantify_opportunity
Open slide detailBeat · Visualization
42
The slide uses a callout box at the bottom to extend the thesis to international markets.summarize
Open slide detailBeat · Visualization
44
This slide provides a status update on personnel and operational resilience.summarize
Open slide detailBeat · Visualization
45
The chart highlights specific individuals as Operational Leadership Group Members via bold borders.other
Open slide detailBeat · Visualization
46
The slide highlights the pedigree and experience of the investment team to establish credibility.introduce_nominees
Open slide detailBeat · Visualization
48
The slide uses a structured list format to present three core pillars of the investment thesis.summarize
Open slide detailBeat · Visualization
49
The chart highlights the impact of CEO hiring and Analyst Day events on share price trajectory.analyze_data
Open slide detailBeat · Visualization
51
The chart uses callout boxes to link specific dates/events to movements in the share price line.analyze_data
Open slide detailBeat · Visualization
53
The chart highlights the impact of Pershing Square's involvement and subsequent leadership changes on CMG's stock price.illustrate_case
Open slide detailBeat · Visualization
54
The slide uses a structured list format to present three core pillars of the investment thesis.summarize
Open slide detailBeat · Visualization
55
The chart uses callout boxes to correlate specific corporate events (acquisitions, leadership changes) with share price movements.analyze_data
Open slide detailBeat · Visualization
57
The chart highlights specific strategic milestones alongside stock performance.summarize
Open slide detailBeat · Visualization
59
The slide highlights the contrast between initial performance and recent decline, using specific event annotations to explain the volatility.expose_contradiction
Open slide detailBeat · Visualization
60
The slide uses a contrast-based structure to acknowledge legal setbacks while pivoting to long-term investment thesis points.preempt_rebuttal
Open slide detailBeat · Visualization
61
The chart uses callout boxes to correlate specific historical events with share price volatility.analyze_data
Open slide detailBeat · Visualization
63
Includes callouts for Pershing Square investment announcement and Analyst Day.illustrate_case
Open slide detailBeat · Visualization
64
The chart highlights the entry and exit points of Pershing Square's investment in SBUX.illustrate_case
Open slide detailBeat · Visualization