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Pershing Square · activist-deck

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

58 pages · 4 arc beats · 1 loops

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

Pershing Square · 2018-01
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 53 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 10 slides 10% 1/10 slides 10% 1/10 slides · 4 hits
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100% 10/10 slides 10% 1/10 slides Complication 8 slides 12.5% 1/8 slides 12.5% 1/8 slides · 5 hits
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100% 8/8 slides 100% 8/8 slides Evidence 22 slides 9.1% 2/22 slides 9.1% 2/22 slides · 8 hits
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9.1% 2/22 slides 100% 22/22 slides
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Development 13 slides 7.7% 1/13 slides 7.7% 1/13 slides · 8 hits
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100% 13/13 slides
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Slide inventory

58
every slide · same image gating as the playbook
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Open slide detailBeat · Setup
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Open slide detailBeat · Setup
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Open slide detailBeat · Setup
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Open slide detailBeat · Setup
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Open slide detailBeat · Setup
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Open slide detailBeat · Setup
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Open slide detailBeat · Setup
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Open slide detailBeat · Setup
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Open slide detailBeat · Setup
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The chart shows Pershing Square significantly outperforming the S&P 500 over the period, despite a sharp decline after 2015.compare_peers
Open slide detailBeat · SetupLoop · Logic Chain
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Open slide detailBeat · ComplicationLoop · Logic Chain
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Open slide detailBeat · ComplicationLoop · Logic Chain
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Open slide detailBeat · ComplicationLoop · Logic Chain
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Open slide detailBeat · ComplicationLoop · Logic Chain
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Open slide detailBeat · ComplicationLoop · Logic Chain
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Open slide detailBeat · ComplicationLoop · Logic Chain
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Open slide detailBeat · ComplicationLoop · Logic Chain
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The chart uses a stacked bar for headcount (investment vs other) and two line series for financial performance (AUM and Net Return).summarize
Open slide detailBeat · ComplicationLoop · Logic Chain
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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The chart highlights the correlation between activist events and share price appreciation.analyze_data
Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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Open slide detailBeat · Evidence
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The slide uses a timeline-annotated line chart to correlate specific corporate events with share price volatility.expose_contradiction
Open slide detailBeat · Evidence
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Open slide detailBeat · Development
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Open slide detailBeat · Development
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Open slide detailBeat · Development
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Open slide detailBeat · Development
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Open slide detailBeat · Development
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Open slide detailBeat · Development
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Open slide detailBeat · Development
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Open slide detailBeat · Development
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Open slide detailBeat · Development
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Open slide detailBeat · Development
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Open slide detailBeat · Development
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The chart uses dual y-axes to correlate discount levels with performance trends.analyze_data
Open slide detailBeat · Development
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Open slide detail