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Pershing Square Holdings · deck

Pershing Square | Activist Presentation Deck | 62 slides

62 pages · 7 arc beats · 2 loops

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Pershing Square | Activist Presentation Deck | 62 slides

Pershing Square Holdings · 2020-02
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 5
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

7
coverage by narrative range · generated from this deck JSON
Narrative range 59 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 3 slides 100% 3/3 slides 100% 3/3 slides · 8 hits
— 0/3 slides
33.3% 1/3 slides
— 0/3 slides
100% 3/3 slides
— 0/3 slides
Interest 6 slides 100% 6/6 slides 100% 6/6 slides · 23 hits
— 0/6 slides
33.3% 2/6 slides 16.7% 1/6 slides 100% 6/6 slides
— 0/6 slides
Situation & Context 10 slides 100% 10/10 slides 100% 10/10 slides · 36 hits
— 0/10 slides
— 0/10 slides
— 0/10 slides
100% 10/10 slides
— 0/10 slides
Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits
— 0/2 slides
— 0/2 slides
— 0/2 slides
100% 2/2 slides
— 0/2 slides
Solution & Approach 9 slides 100% 9/9 slides 100% 9/9 slides · 46 hits
— 0/9 slides
66.7% 6/9 slides 33.3% 3/9 slides 100% 9/9 slides 11.1% 1/9 slides Climax 19 slides 100% 19/19 slides 100% 19/19 slides · 116 hits
— 0/19 slides
68.4% 13/19 slides · 15 hits 26.3% 5/19 slides 100% 19/19 slides 47.4% 9/19 slides Resolution 10 slides 100% 10/10 slides 100% 10/10 slides · 54 hits
— 0/10 slides
90% 9/10 slides · 15 hits 20% 2/10 slides 100% 10/10 slides 50% 5/10 slides

Slide inventory

62
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
03
front_matter
Open slide detailBeat · Attention
04
transition
Open slide detailBeat · Interest
05
summarize
Open slide detailBeat · Interest
06
establish_context
Open slide detailBeat · Interest
07
The slide uses a two-column vertical timeline layout with color-coded boxes for dates and corresponding descriptions.establish_context
Open slide detailBeat · Interest
08
The chart displays three metrics: PSH NAV Performance (blue), PSH Total Share Return (red), and Discount to NAV (dashed grey).summarize
Open slide detailBeat · Interest
09
summarize
Open slide detailBeat · Interest
10
analyze_data
Open slide detailBeat · Situation & Context
11
summarize
Open slide detailBeat · Situation & Context
12
appendix
Open slide detailBeat · Situation & Context
13
transition
Open slide detailBeat · Situation & Context
14
The slide uses a blue bar for PSH and green bars for benchmarks to visually distinguish the subject from the comparison group.compare_peers
Open slide detailBeat · Situation & Context
15
The table shows a transition from PSLP to PSH in 2012.compare_peers
Open slide detailBeat · Situation & Context
16
The chart includes a vertical dashed line marking the launch of PSH on December 31, 2012.compare_peers
Open slide detailBeat · Situation & Context
17
The table shows positive contributions from various companies and share buybacks, offset by bond interest expense.analyze_data
Open slide detailBeat · Situation & Context
18
summarize
Open slide detailBeat · Situation & Context
19
analyze_data
Open slide detailBeat · Situation & Context
20
transition
Open slide detailBeat · Problem & Complication
21
summarize
Open slide detailBeat · Problem & Complication
22
summarize
Open slide detailBeat · Solution & Approach
23
The slide uses a visual spectrum (arrow) to categorize engagement methods by visibility, linked to a list of strategic outcomes.present_framework
Open slide detailBeat · Solution & Approach
24
compare_peers
Open slide detailBeat · Solution & Approach
25
The slide uses a case study approach to validate the firm's investment strategy.illustrate_case
Open slide detailBeat · Solution & Approach
26
summarize
Open slide detailBeat · Solution & Approach
27
Includes a legend for 'Operational Leadership Group Member' (blue border) and 'New Role / Addition' (green border).other
Open slide detailBeat · Solution & Approach
28
other
Open slide detailBeat · Solution & Approach
29
transition
Open slide detailBeat · Solution & Approach
30
Includes company profile, key financial metrics, and investment thesis summary.establish_context
Open slide detailBeat · Solution & ApproachLoop · Day In Life
31
summarize
Open slide detailBeat · ClimaxLoop · Day In Life
32
summarize
Open slide detailBeat · ClimaxLoop · Day In Life
33
The slide uses a dual-chart layout to contrast revenue scale (2.1x) with profitability (930 bps gap).compare_peers
Open slide detailBeat · ClimaxLoop · Day In Life
34
The chart uses a mix of solid bars for current levels and dashed boxes for pro-forma or target levels.compare_peers
Open slide detailBeat · ClimaxLoop · Day In Life
35
Includes a reference line for average cost at announcement date ($76.58).analyze_data
Open slide detailBeat · ClimaxLoop · Day In Life
36
The slide uses a structured list format to present key investment arguments.summarize
Open slide detailBeat · ClimaxLoop · Day In Life
37
Includes a callout box explaining a specific Q3 results event and a reference line for average cost.analyze_data
Open slide detailBeat · ClimaxLoop · Day In Life
38
summarize
Open slide detailBeat · ClimaxLoop · Day In Life
39
The slide uses a timeline-annotated line chart to correlate specific corporate actions (leadership changes, product launches, investor activity) with stock pricanalyze_data
Open slide detailBeat · ClimaxLoop · Day In Life
40
summarize
Open slide detailBeat · Climax
41
The chart includes a baseline marker at $73 representing the average cost at announcement date.analyze_data
Open slide detailBeat · Climax
42
The slide uses a structured list format to present key performance indicators and valuation arguments.summarize
Open slide detailBeat · Climax
43
The chart includes a baseline of $16* representing the average cost since merger with Justice Holdings.analyze_data
Open slide detailBeat · Climax
44
summarize
Open slide detailBeat · Climax
45
The chart uses callout boxes to correlate specific dates and events with stock price movements.analyze_data
Open slide detailBeat · Climax
46
summarize
Open slide detailBeat · Climax
47
plan_implementation
Open slide detailBeat · Climax
48
summarize
Open slide detailBeat · Climax
49
The chart includes a baseline at $37 representing the average cost at announcement date.analyze_data
Open slide detailBeat · Climax
50
The slide uses a timeline-like structure to categorize past events and future catalysts.summarize
Open slide detailBeat · ResolutionLoop · Cost Of Inaction
51
The chart uses a timeline-based annotation style to correlate market performance with specific news events.analyze_data
Open slide detailBeat · ResolutionLoop · Cost Of Inaction
52
transition
Open slide detailBeat · ResolutionLoop · Cost Of Inaction
53
Slide 53 from a Pershing Square investor presentation.summarize
Open slide detailBeat · ResolutionLoop · Cost Of Inaction
54
The chart highlights specific dates and events that correlate with share price movements.analyze_data
Open slide detailBeat · ResolutionLoop · Cost Of Inaction
55
Case study of an activist investment outcome.illustrate_case
Open slide detailBeat · Resolution
56
The chart uses callout boxes to correlate specific corporate events with share price movements.analyze_data
Open slide detailBeat · Resolution
57
The slide uses a color-coded block structure to outline the investment thesis, the conflict (merger), and the resulting loss of confidence leading to an exit.illustrate_case
Open slide detailBeat · Resolution
58
The chart uses a timeline-style annotation approach to correlate stock price movements with specific news events.illustrate_case
Open slide detailBeat · Resolution
59
The chart uses callout boxes to link specific dates to corporate events (CEO changes, divestitures) and investment actions.analyze_data
Open slide detailBeat · Resolution
60
transition
Open slide detail
61
Page number 61 at the bottom.appendix
Open slide detail
62
appendix
Open slide detail