anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
William Ackman · activist-deck

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

59 pages · 4 arc beats · 2 loops

Activist-Deck Download JSON
Unlock

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

William Ackman · 2024-02
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
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 23 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 4 slides 100% 4/4 slides 100% 4/4 slides · 14 hits
— 0/4 slides
25% 1/4 slides
— 0/4 slides
100% 4/4 slides
— 0/4 slides
Problem & Complication 3 slides 100% 3/3 slides 100% 3/3 slides · 13 hits
— 0/3 slides
33.3% 1/3 slides
— 0/3 slides
100% 3/3 slides 100% 3/3 slides Evidence & Proof 8 slides 100% 8/8 slides 100% 8/8 slides · 46 hits
— 0/8 slides
75% 6/8 slides 37.5% 3/8 slides 100% 8/8 slides 100% 8/8 slides Impact & Next Steps 8 slides 100% 8/8 slides 100% 8/8 slides · 37 hits
— 0/8 slides
87.5% 7/8 slides 12.5% 1/8 slides 100% 8/8 slides
— 0/8 slides

Slide inventory

59
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
front_matter
Open slide detail
04
transition
Open slide detailBeat · Situation & Context
05
The slide uses a table-like layout to present board member bios.introduce_nominees
Open slide detailBeat · Situation & Context
06
other
Open slide detailBeat · Situation & Context
07
summarize
Open slide detailBeat · Situation & Context
08
Includes footnotes regarding index definitions and PSH share price performance.compare_peers
Open slide detail
09
The chart uses callout boxes to highlight specific financial events (issuances and redemptions) that correlate with fluctuations in the debt ratio.analyze_data
Open slide detail
10
summarize
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
11
The slide uses a hierarchical list structure to categorize tactical responses to a valuation discount.propose_solution
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
12
transition
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
13
summarize
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
14
The slide highlights a failure of a promised benefit mechanism.expose_contradiction
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
15
summarize
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
16
Uses a mathematical equation to illustrate financial impact.quantify_opportunity
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
17
transition
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
18
The chart uses a visual separator to distinguish the subject (PSH) from the market and peer benchmarks.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
19
The chart uses a dashed line to visually separate the primary subject (PSH NAV) from the benchmark indices.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
20
Includes fee structure context for PSLP and PSH.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
21
The chart highlights significant outperformance since firm inception in 2004.compare_peers
Open slide detailBeat · Impact & Next Steps
22
The slide uses a callout box to annotate a specific historical investor presentation as a turning point in the firm's strategy.illustrate_case
Open slide detailBeat · Impact & Next Steps
23
The slide uses a paper-texture background for the list and a grid of icons for the summary.summarize
Open slide detailBeat · Impact & Next Steps
24
The table includes a footnote regarding the calculation of net contributors and a note on the aggregation of smaller positions.analyze_data
Open slide detailBeat · Impact & Next Steps
25
The table lists specific investment categories and their negative impact on performance, including interest expenses.analyze_data
Open slide detailBeat · Impact & Next Steps
26
The table breaks down AUM into Total and Equity, and Insider Capital into Total and % of Equity.analyze_data
Open slide detailBeat · Impact & Next Steps
27
transition
Open slide detailBeat · Impact & Next Steps
28
summarize
Open slide detailBeat · Impact & Next Steps
29
present_framework
Open slide detail
30
The slide uses a three-column structure to categorize research inputs, emphasizing the 'Individual Company' pillar as a differentiator.present_framework
Open slide detail
31
summarize
Open slide detail
32
The slide serves as a case study to demonstrate Pershing Square's ability to execute complex private transactions.illustrate_case
Open slide detail
33
summarize
Open slide detail
34
The chart includes a legend indicating that the number in parentheses represents tenure in years.other
Open slide detail
35
The slide highlights the depth of experience and long-term tenure of the investment team.introduce_nominees
Open slide detail
36
transition
Open slide detail
37
This slide outlines the core pillars of an activist investment thesis.summarize
Open slide detail
38
The chart includes a horizontal dashed line indicating the 'Average Negotiated Purchase Price' of €18.27.analyze_data
Open slide detail
39
This slide outlines the core investment thesis for Alphabet, structured by key value drivers.summarize
Open slide detail
40
The chart uses callouts to link specific dates to corporate events, framing the stock's performance trajectory.illustrate_case
Open slide detail
41
summarize
Open slide detail
42
The slide uses a timeline-annotated line chart to correlate corporate events with stock price appreciation.illustrate_case
Open slide detail
43
summarize
Open slide detail
44
The chart uses a dashed line to indicate the average cost at announcement ($16) and vertical dotted lines to mark specific corporate milestones.analyze_data
Open slide detail
45
This slide serves as a high-level investment thesis summary for Hilton Worldwide.summarize
Open slide detail
46
Includes a disclaimer regarding the performance data and the average cost basis.summarize
Open slide detail
47
The slide highlights operational strength, corporate restructuring (spin-off), and activist investor confidence.summarize
Open slide detail
48
The chart uses callout boxes to link specific dates and events to the share price trajectory.illustrate_case
Open slide detail
49
summarize
Open slide detail
50
The chart uses a timeline-based annotation approach to correlate corporate events with stock price volatility.illustrate_case
Open slide detail
51
Slide 51 from a Pershing Square activist deck.summarize
Open slide detail
52
The slide uses a timeline-annotated line chart to correlate share price volatility with specific litigation and policy milestones.illustrate_case
Open slide detail
53
transition
Open slide detail
54
The slide uses a color-coded block structure to contrast past success with current exit rationale.summarize
Open slide detail
55
The slide uses a timeline-annotated line chart to demonstrate investment success.illustrate_case
Open slide detail
56
summarize
Open slide detail
57
Standard legal disclaimer page for an activist investor presentation.other
Open slide detail
58
other
Open slide detail
59
other
Open slide detail