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Pershing Square Holdings · deck

Pershing Square | Activist Presentation Deck | 68 slides

68 pages · 5 arc beats · 2 loops

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Pershing Square | Activist Presentation Deck | 68 slides

Pershing Square Holdings · 2022-02
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

5
coverage by narrative range · generated from this deck JSON
Narrative range 34 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 4 slides 100% 4/4 slides 100% 4/4 slides · 9 hits
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25% 1/4 slides 100% 4/4 slides
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Key Messages 2 slides 100% 2/2 slides 100% 2/2 slides · 13 hits
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100% 2/2 slides 100% 2/2 slides Performance Review 8 slides 100% 8/8 slides 100% 8/8 slides · 28 hits
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12.5% 1/8 slides 12.5% 1/8 slides 100% 8/8 slides
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Business Update 3 slides 100% 3/3 slides 100% 3/3 slides · 11 hits
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33.3% 1/3 slides
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100% 3/3 slides
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Portfolio Update 17 slides 100% 17/17 slides 100% 17/17 slides · 104 hits
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58.8% 10/17 slides 17.6% 3/17 slides 100% 17/17 slides
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Slide inventory

68
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Setup
02
other
Open slide detailBeat · Setup
03
front_matter
Open slide detailBeat · Setup
04
transition
Open slide detailBeat · Setup
05
Includes headshots and summary of experience for 7 board members.other
Open slide detail
06
establish_context
Open slide detail
07
summarize
Open slide detail
08
The slide also highlights the widening discount to NAV for PSH during 2021.compare_peers
Open slide detail
09
The slide highlights two specific bond issuances from 2021 with red dashed boxes.analyze_data
Open slide detail
10
The chart uses callout boxes to highlight specific financial transactions (issuances and redemptions) that correlate with the debt ratio trend.analyze_data
Open slide detail
11
summarize
Open slide detailBeat · Key MessagesLoop · Cost Of Inaction
12
present_solution
Open slide detailBeat · Key MessagesLoop · Cost Of Inaction
13
transition
Open slide detailBeat · Performance Review
14
The chart highlights PSH's performance relative to benchmarks, with PSH in blue and indices in green.compare_peers
Open slide detailBeat · Performance Review
15
The chart highlights PSH's significant outperformance compared to S&P 500, FTSE 100, MSCI World, and hedge fund indices.compare_peers
Open slide detailBeat · Performance Review
16
The table is split into two periods: PSLP (2004-2012) and PSH (2013-2021).compare_peers
Open slide detailBeat · Performance Review
17
The chart highlights the launch of PSH on December 31, 2012.compare_peers
Open slide detailBeat · Performance Review
18
The table shows specific company names and their respective percentage contributions, totaling 47.1%.analyze_data
Open slide detailBeat · Performance Review
19
The table breaks down performance detractors into underlying portfolio components and interest expense.analyze_data
Open slide detailBeat · Performance Review
20
The chart uses a red dashed box to emphasize the 'Down Months' performance comparison.compare_peers
Open slide detailBeat · Performance Review
21
The table breaks down AUM into Total and Equity, and Insider Capital into Total and % of Equity, with a specific note on the inclusion of PS VII Funds.analyze_data
Open slide detail
22
transition
Open slide detailBeat · Business Update
23
summarize
Open slide detailBeat · Business Update
24
Includes a specific callout regarding Pershing Square's 10% acquisition in September 2021.establish_context
Open slide detailBeat · Business Update
25
summarize
Open slide detail
26
The chart includes a reference line for the average cost basis of €18.27.analyze_data
Open slide detail
27
summarize
Open slide detail
28
The slide highlights key structural improvements such as opt-in mechanisms, reduced opportunity cost, and lack of underwriting fees.present_solution
Open slide detail
29
establish_context
Open slide detail
30
The slide uses a vertical process flow to track regulatory milestones.summarize
Open slide detail
31
The chart tracks two series: PSTH including pro-rata warrants and PSTH share price post-warrant distribution.analyze_data
Open slide detail
32
summarize
Open slide detailLoop · Quick Win Big Bet
33
The slide uses a hierarchical bulleted list to define two primary pillars of their hedging philosophy.summarize
Open slide detailLoop · Quick Win Big Bet
34
The slide uses a 'before-after' comparison to justify a past investment decision (purchasing interest rate hedges).analyze_data
Open slide detail
35
The slide provides a breakdown of financial performance for specific interest rate hedge instruments.analyze_data
Open slide detail
36
The slide uses a green dashed oval to highlight the 'Multiple of Capital' column, emphasizing the high returns.illustrate_case
Open slide detail
37
The slide uses annotations to explain the timing of the Pershing Square investment relative to the stock price decline.illustrate_case
Open slide detail
38
summarize
Open slide detail
39
summarize
Open slide detail
40
Uses a binary comparison table format to contrast two business models.compare_peers
Open slide detail
41
Includes a CAGR annotation for the 2017-2021E period.analyze_data
Open slide detail
42
The slide highlights Netflix's growth trajectory in the U.S. market and mentions international growth potential in the bottom callout.analyze_data
Open slide detail
43
transition
Open slide detail
44
summarize
Open slide detail
45
The chart uses bold borders to denote members of the Operational Leadership Group.other
Open slide detail
46
other
Open slide detail
47
transition
Open slide detail
48
The slide uses a structured list format to present three core pillars of the investment thesis.summarize
Open slide detailBeat · Portfolio Update
49
The chart includes annotations for the hiring of CEO Marvin Ellison and two Analyst Day events.analyze_data
Open slide detailBeat · Portfolio Update
50
summarize
Open slide detailBeat · Portfolio Update
51
The chart includes specific callouts for major events impacting the share price trajectory.analyze_data
Open slide detailBeat · Portfolio Update
52
summarize
Open slide detailBeat · Portfolio Update
53
The chart includes specific event callouts linked to the timeline of the share price.analyze_data
Open slide detailBeat · Portfolio Update
54
The slide uses a structured list format to present the investment thesis.summarize
Open slide detailBeat · Portfolio Update
55
The chart uses callouts to link specific dates and corporate milestones (acquisitions and leadership changes) to the share price trajectory.analyze_data
Open slide detailBeat · Portfolio Update
56
summarize
Open slide detailBeat · Portfolio Update
57
The chart includes a dashed line indicating a reference price of $37*.analyze_data
Open slide detailBeat · Portfolio Update
58
summarize
Open slide detailBeat · Portfolio Update
59
The chart includes a dashed line representing the average cost basis of $359.analyze_data
Open slide detailBeat · Portfolio Update
60
The slide outlines legal developments and the firm's continued bullish stance on the entities.summarize
Open slide detailBeat · Portfolio Update
61
The chart uses a timeline-style annotation approach to correlate share price volatility with specific litigation and political milestones.analyze_data
Open slide detailBeat · Portfolio Update
62
transition
Open slide detailBeat · Portfolio Update
63
The chart includes annotations for specific corporate events and a baseline for the average cost at announcement.illustrate_case
Open slide detailBeat · Portfolio Update
64
The chart highlights specific dates of investment activity and company performance milestones.analyze_data
Open slide detailBeat · Portfolio Update
65
state_next_steps
Open slide detail
66
Standard legal disclosure page for financial performance reporting.appendix
Open slide detail
67
appendix
Open slide detail
68
front_matter
Open slide detail