Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · page 70 of 104
The slide uses a two-part structure: positive performance highlights followed by a rebuttal to market concerns about oil price exposure.
Activist deck · key_messages · preempt_rebuttal · dense density
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Call to action slide · 50%
Significant growth in NOI provides HHC with an increasing stream of recurring, high-multiple cash flows
Storytelling: audience calibration slide · 70%Recent share price declines reflect concerns about the impact of low oil prices on HHC’s asset value, particularly in Houston
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