Pershing Square Holdings · conference-presentation
Pershing Square | Investor Presentation Deck | 59 slides
59 pages · 4 arc beats · 3 loops
Pershing Square | Investor Presentation Deck | 59 slides
Pershing Square Holdings · 2024-02 arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 56 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 4 slides 100% 4/4 slides 100% 4/4 slides · 12 hits — 0/4 slides
25% 1/4 slides 25% 1/4 slides 100% 4/4 slides — 0/4 slides
Interest 5 slides 100% 5/5 slides 100% 5/5 slides · 27 hits — 0/5 slides
— 0/5 slides
— 0/5 slides
100% 5/5 slides — 0/5 slides
Desire 7 slides 100% 7/7 slides 100% 7/7 slides · 36 hits — 0/7 slides
14.3% 1/7 slides — 0/7 slides
100% 7/7 slides 100% 7/7 slides Action 40 slides 100% 40/40 slides 100% 40/40 slides · 206 hits — 0/40 slides
57.5% 23/40 slides · 28 hits 22.5% 9/40 slides 100% 40/40 slides 50% 20/40 slides Slide inventory
59 every slide · same image gating as the playbook
08
The slide uses a clear comparative table structure to highlight outperformance. Includes specific footnotes for index definitions and data limitations.analyze_data
Open slide detailBeat · Interest
09
The chart uses callout boxes to highlight specific financial events (issuances in yellow, redemptions in blue) linked to the timeline.analyze_data
Open slide detailBeat · Interest
14
The slide clarifies that the fee offset is contingent on repaying IPO costs, which are still outstanding.summarize
15
The slide outlines structural changes to fee offsets to benefit PSH shareholders.summarize
16
Uses a mathematical equation format to illustrate financial impact.quantify_opportunity
18
The chart uses a dashed line to visually separate the primary subject (PSH NAV) from the benchmark indices.compare_peers
19
The chart uses a dashed line to visually separate the primary subject (PSH NAV) from the benchmark indices.compare_peers
20
The table distinguishes between PSLP (unlevered) and PSH (modestly levered) fee structures and performance periods.analyze_data
21
The chart highlights significant outperformance since firm inception in 2004.compare_peers
22
The slide includes a specific callout box referencing a 2018 investor presentation, marking a pivot point in the performance trajectory.analyze_data
23
The slide uses a textured background for the text list to simulate a document or manifesto.summarize
24
The table includes a total row and a footnote regarding the calculation of net contributors.analyze_data
25
The table breaks down performance detractors by category, including underlying portfolio positions and bond interest expense.analyze_data
26
The table breaks down AUM into Total and Equity, and Insider Capital into Total and percentage of Equity.analyze_data
28
The slide uses a green callout box for the primary thesis and a bulleted list for specific developments.summarize
29
The slide outlines a strategic investment philosophy regarding hedging.present_framework
30
The slide outlines a proprietary research methodology combining traditional macro data with bottom-up corporate intelligence.present_framework
32
The slide highlights the transition of the deal from PSTH to Pershing Square funds due to SEC feedback and the subsequent performance of the investment.illustrate_case
34
The chart includes tenure in years for each employee listed.other
37
This slide functions as an executive summary of the investment thesis for UMG.summarize
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38
The slide uses a timeline-annotated line chart to correlate share price movements with specific industry events.analyze_data
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40
The slide uses a line chart with callout boxes to correlate specific corporate events with share price movements.analyze_data
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42
The slide uses a timeline-annotated line chart to correlate corporate events with stock price growth.illustrate_case
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44
The chart uses a timeline-style annotation approach to correlate corporate events with share price movements.analyze_data
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46
The chart includes a dashed line indicating the average cost at announcement ($73) and callout boxes for specific historical events.analyze_data
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47
The slide highlights operational success in MPCs, strategic corporate restructuring (spin-off), and significant investor confidence.summarize
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48
The slide uses callout boxes to link specific dates and events to the share price trajectory.illustrate_case
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50
The chart includes a horizontal dashed line indicating the average cost at announcement (C$91).analyze_data
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51
The slide uses color-coded bars to separate the core thesis from supporting points and litigation updates.summarize
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52
The slide uses a timeline-annotated line chart to correlate share price volatility with specific litigation and regulatory events.analyze_data
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54
The slide uses a structured list format to summarize investment performance and exit rationale.summarize
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55
The slide highlights the investment performance of Pershing Square in Lowe's, using a line chart with callout boxes for key milestones.illustrate_case
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