Pershing Square Holdings · activist-deck
Pershing Square Holdings Portfolio (multi-position) (PSH)
62 pages · 0 arc beats · 0 loops
Pershing Square Holdings Portfolio (multi-position) (PSH)
Pershing Square Holdings · 2023-02 arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
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Deck intelligence map
1 coverage by narrative range · generated from this deck JSON
Narrative range 62 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 62 slides 100% 62/62 slides 100% 62/62 slides · 350 hits — 0/62 slides
32.3% 20/62 slides 33.9% 21/62 slides — 0/62 slides
— 0/62 slides
Slide inventory
62 every slide · same image gating as the playbook
09
Includes details on bond redemption, capital structure, and debt metrics.analyze_data
10
The chart uses callout boxes to link specific financial events to fluctuations in the debt ratio line.analyze_data
11
The slide emphasizes financial stability and risk mitigation through specific debt structure choices.summarize
16
The chart uses a blue bar for PSH and green bars for benchmarks to visually distinguish the subject from the peer group.compare_peers
17
Includes compound annual return metrics for two different inception periods.analyze_data
18
The chart uses a split-axis approach to separate short-term performance from long-term inception-to-date performance.compare_peers
19
The table lists top contributors to performance, with a footnote explaining the aggregation of smaller positions.analyze_data
20
The slide provides a breakdown of negative performance contributors, including specific company names and aggregate categories.analyze_data
21
The slide uses a red dashed box to emphasize the 'Down Months' performance, which is the core argument for the strategy's defensiveness.analyze_data
22
The chart highlights the 'down months' performance with a red dashed box, emphasizing PSH's lower volatility/loss compared to the S&P 500.compare_peers
23
The table breaks down AUM into Total and Equity, and Insider Capital into Total and percentage of Equity.analyze_data
26
The slide uses a hierarchical bulleted list to define the investment philosophy regarding hedges.present_framework
27
The slide provides a breakdown of monetized vs. retained hedges and their respective financial outcomes.analyze_data
28
The slide highlights high-multiple returns on specific hedging instruments during market volatility.cite_precedent
29
The chart uses a dotted line to visually connect the peak loss points for both indices in March 2009.compare_peers
30
The slide uses a callout box to highlight the specific drawdown period in March 2020.illustrate_case
35
The chart uses green borders to denote 'Operational Leadership Group Member' and 'New Employee' status.other
38
The slide uses color-coded blocks to categorize different aspects of the investment thesis.summarize
39
The chart includes a baseline for average cost and callout boxes for specific events.analyze_data
40
The slide uses a structured block-based layout to present the investment thesis.frame_situation
41
The chart includes a baseline reference of $86* and highlights specific analyst days and strategic announcements.analyze_data
43
The chart uses callout boxes to correlate specific corporate milestones with share price movements.illustrate_case
44
The slide uses a color-coded block structure to categorize the investment thesis into three pillars: operational trends, leadership, and valuation.summarize
45
The chart uses a dashed line to indicate a baseline or starting price of $16.illustrate_case
47
The chart highlights specific events (COVID-19 impact, recovery, and inflation-driven pricing) that influenced the share price.illustrate_case
49
The chart highlights specific milestones including strategic reviews, leadership changes, and capital raises, alongside Pershing Square's specific purchase actianalyze_data
50
The slide uses a 'bad news/good news' structure to pivot from legal setbacks to investment thesis.summarize
51
The chart uses callout boxes to link specific historical events to volatility in the share price.analyze_data
52
The slide uses a structured list format to present the core investment arguments.summarize
53
The chart highlights specific dates related to the CP-KCS merger and labor negotiations.analyze_data
55
The slide uses a callout box to attribute the sharp drop in share price to the Q1 2022 earnings report.diagnose_problem
56
The chart highlights specific operational changes and financial events alongside the stock price trajectory.analyze_data
57
The chart tracks the price of PSTH units and shares, highlighting the UMG acquisition attempt and final redemption.summarize