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
Pershing Square Holdings · conference-presentation

Pershing Square | Investor Presentation Deck | 57 slides

57 pages · 4 arc beats · 2 loops

Conference-Presentation Download JSON
Unlock

Pershing Square | Investor Presentation Deck | 57 slides

Pershing Square Holdings · 2021-02
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 57 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 4 slides 100% 4/4 slides 100% 4/4 slides · 9 hits
— 0/4 slides
50% 2/4 slides 25% 1/4 slides 100% 4/4 slides
— 0/4 slides
Interest 12 slides 100% 12/12 slides 100% 12/12 slides · 52 hits
— 0/12 slides
— 0/12 slides
— 0/12 slides
100% 12/12 slides 75% 9/12 slides Desire 12 slides 100% 12/12 slides 100% 12/12 slides · 45 hits
— 0/12 slides
— 0/12 slides
25% 3/12 slides 100% 12/12 slides 58.3% 7/12 slides Action 29 slides 100% 29/29 slides 100% 29/29 slides · 156 hits
— 0/29 slides
20.7% 6/29 slides 27.6% 8/29 slides 100% 29/29 slides
— 0/29 slides

Slide inventory

57
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
front_matter
Open slide detailBeat · Attention
03
front_matter
Open slide detailBeat · Attention
04
transition
Open slide detailBeat · Attention
05
introduce_nominees
Open slide detailBeat · Interest
06
The slide outlines corporate governance procedures for PSH.plan_implementation
Open slide detailBeat · Interest
07
summarize
Open slide detailBeat · Interest
08
The chart includes a secondary y-axis for the discount to NAV.analyze_data
Open slide detailBeat · InterestLoop · Logic Chain
09
The slide details the impact of 2020 bond issuances on the overall capital structure and debt maturity profile.analyze_data
Open slide detailBeat · InterestLoop · Logic Chain
10
The chart highlights specific bond issuances as callouts to explain fluctuations in the debt ratio.analyze_data
Open slide detailBeat · InterestLoop · Logic Chain
11
summarize
Open slide detailBeat · InterestLoop · Logic Chain
12
summarize
Open slide detailBeat · InterestLoop · Logic Chain
13
The slide uses a table to compare annual performance against cumulative historical performance.analyze_data
Open slide detailBeat · InterestLoop · Logic Chain
14
summarize
Open slide detailBeat · InterestLoop · Logic Chain
15
appendix
Open slide detailBeat · InterestLoop · Logic Chain
16
transition
Open slide detailBeat · InterestLoop · Logic Chain
17
The slide includes a table row calculating the basis point (bps) outperformance for each benchmark.compare_peers
Open slide detailBeat · DesireLoop · Logic Chain
18
The table is split into two periods: PSLP (2004-2012) and PSH (2013-2020).analyze_data
Open slide detailBeat · DesireLoop · Logic Chain
19
The chart shows a significant outperformance of PSLP/PSH (1,330%) compared to the S&P 500 (377%) over the period.analyze_data
Open slide detailBeat · DesireLoop · Logic Chain
20
The table aggregates positions with less than 50 basis points of contribution, except for share buybacks.analyze_data
Open slide detailBeat · DesireLoop · Logic Chain
21
The table aggregates positions with less than 50 basis points of impact, excluding bond interest expense.analyze_data
Open slide detailBeat · Desire
22
The slide highlights the defensive nature of the strategy by specifically calling out the 'Average Return in Down Months' with a red dashed box.compare_peers
Open slide detailBeat · DesireLoop · Before After
23
The slide uses a callout box to highlight the specific peak loss differential in March 2009.illustrate_case
Open slide detailBeat · DesireLoop · Before After
24
The slide uses a callout box to specifically contrast peak losses in March 2020 between the two entities.analyze_data
Open slide detailBeat · DesireLoop · Before After
25
The table distinguishes between Total AUM and Equity AUM, with a footnote explaining the inclusion/exclusion of PSH bond proceeds.analyze_data
Open slide detailBeat · Desire
26
transition
Open slide detailBeat · Desire
27
summarize
Open slide detailBeat · Desire
28
The slide highlights the financial outcome of a specific hedging strategy implemented in early 2020.analyze_data
Open slide detailBeat · Desire
29
The chart uses dual y-axes to compare different CDS indices.analyze_data
Open slide detailBeat · Action
30
The slide highlights the strategic decision to unwind hedges as market conditions evolved.analyze_data
Open slide detailBeat · Action
31
The slide highlights the performance of specific core holdings versus other positions, showing a total 87% return on core holdings.analyze_data
Open slide detailBeat · Action
32
Slide 32 of a presentation deck.establish_context
Open slide detailBeat · Action
33
Includes callout boxes explaining the IPO structure and warrant separation.analyze_data
Open slide detailBeat · Action
34
summarize
Open slide detailBeat · Action
35
The chart highlights 'Operational Leadership Group Members' with a bold border.other
Open slide detailBeat · Action
36
The slide lists 7 team members with their respective career and tenure metrics.introduce_nominees
Open slide detailBeat · Action
37
transition
Open slide detailBeat · Action
38
summarize
Open slide detailBeat · Action
39
The chart highlights specific milestones (CEO hire, Analyst Days, Quarterly results) that correlate with share price movements.analyze_data
Open slide detailBeat · Action
40
The slide uses a mix of historical performance metrics and forward-looking strategic pillars.summarize
Open slide detailBeat · Action
41
The chart uses callout boxes to correlate specific corporate milestones with share price movements.illustrate_case
Open slide detailBeat · Action
42
summarize
Open slide detailBeat · Action
43
The chart uses callout boxes to correlate specific company announcements with share price movements.analyze_data
Open slide detailBeat · Action
44
The slide uses a color-coded block structure to categorize the narrative into context, problem, action, and future outlook.summarize
Open slide detailBeat · Action
45
The chart uses callout boxes to correlate specific corporate announcements with share price movements.analyze_data
Open slide detailBeat · Action
46
summarize
Open slide detailBeat · Action
47
The chart uses a timeline-based annotation style to correlate share price movements with specific company announcements.establish_context
Open slide detailBeat · Action
48
The slide uses a two-part structure: stabilization actions followed by recovery indicators.summarize
Open slide detailBeat · Action
49
The chart highlights specific dates of board reviews, leadership changes, and equity raises.analyze_data
Open slide detailBeat · Action
50
Includes a disclosure about Pershing Square's investment history with Starbucks.summarize
Open slide detailBeat · Action
51
The slide highlights the performance of the Pershing Square investment in SBUX.analyze_data
Open slide detailBeat · Action
52
The slide uses a color-coded block structure to separate current status, historical progress, and future outlook.summarize
Open slide detailBeat · Action
53
The slide uses a timeline-annotated line chart to correlate stock performance with specific regulatory and legal milestones.analyze_data
Open slide detailBeat · Action
54
transition
Open slide detailBeat · Action
55
The slide uses annotations to justify a divestment decision based on market performance and management commentary.expose_contradiction
Open slide detailBeat · Action
56
Page 56 of a presentation deck.other
Open slide detailBeat · Action
57
other
Open slide detailBeat · Action