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William Ackman · activist-deck

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

95 pages · 3 arc beats · 2 loops

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

William Ackman · 2017-01
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 5
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 4 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 2 slides 100% 2/2 slides 100% 2/2 slides · 7 hits
— 0/2 slides
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100% 2/2 slides 100% 2/2 slides · 4 hits 100% 2/2 slides Agitate (Make it worse) 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits
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100% 1/1 slides 100% 1/1 slides · 2 hits 100% 1/1 slides Solution (Provide relief) 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides · 2 hits 100% 1/1 slides

Slide inventory

95
every slide · same image gating as the playbook
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The chart highlights the significant outperformance of Pershing Square, L.P. (503.1%) compared to the S&P 500 (163.4%) over the specified period.analyze_data
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The slide explicitly attributes the negative performance to the Valeant investment.analyze_data
Open slide detailLoop · Logic Chain
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The slide uses a table structure to categorize holdings into high-quality businesses (~80%), higher-risk smaller investments (~20%), and a short position (~-9%)summarize
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The chart uses a 'before-after' framing to highlight the gap between current targets and potential optimized performance.quantify_opportunity
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The slide uses a red bar for the subject company (Mondelez) and blue bars for peers to highlight the performance gap.compare_peers
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The chart uses a timeline-based annotation style to correlate stock performance with specific activist interventions and management changes.illustrate_case
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