Pershing Square Holdings Portfolio (multi-position) (PSH)

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Problem-Agitate-Solve (PAS) slide · 70%

While Chipotle’s reputation has been bruised, we believe that the business will ultimately recover and become stronger aided by: Improved governance, Increased focus on operations, Appropriate marketing and

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No metric insight is anchored to this slide.

Frameworks 1

investment-thesis 80%

The slide outlines a rationale for buying a stock based on temporary market conditions.

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Uses a 'buy the dip' investment thesis logic.