{
  "docId": "019dd923-622c-750b-8b9c-03cf0520f67b",
  "docSlug": "c3322730abd5",
  "documentTitle": "Pershing Square Holdings Portfolio (multi-position) (PSH)",
  "authorId": "01_Pershing_Square",
  "authorName": "William Ackman",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2024-02-08 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.2941177,
  "pageNumber": 40,
  "pageCount": 59,
  "prevPage": 39,
  "nextPage": 41,
  "slideType": "before_after",
  "function": "illustrate_case",
  "density": "overcrowded",
  "nDataPoints": 2,
  "notes": "The chart uses callouts to link specific dates to corporate events, framing the stock's performance trajectory.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "line_chart",
    "callout_box",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9c-03cf0520f67b/40",
  "deckHref": "/decks/019dd923-622c-750b-8b9c-03cf0520f67b",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9c-03cf0520f67b.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9c-03cf0520f67b#slide-40",
  "components": [
    {
      "bbox": {
        "h": 0.15,
        "w": 0.28,
        "x": 0.67,
        "y": 0.057
      },
      "kind": "callout",
      "text": "10/24/23: Company reports solid Q3 earnings. Despite growing at a robust 22% YoY growth rate, Cloud segment revenue slightly misses expectations due to industry-wide customer spend optimization efforts",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "508093e6-05f5-4da1-9f1f-dcc1e9a729db",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.18,
        "w": 0.28,
        "x": 0.52,
        "y": 0.28
      },
      "kind": "callout",
      "text": "7/25/23: Company reports strong Q2 earnings with revenue growth acceleration and significant operating leverage. Announces Ruth Porat, current CFO, will transition into a newly created role as President and Chief Investment Officer of Alphabet",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7a816d4f-11ff-4977-8b7a-287ca40efa92",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.28,
        "x": 0.17,
        "y": 0.3
      },
      "kind": "callout",
      "text": "5/11/23: Company holds its annual I/O developer conference, unveiling its new state-of-the-art large-language models and showcasing a variety of ground-breaking AI use-cases",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d1b621ef-1517-40a8-9fa1-36112c0b0ff1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "Since inception of the position, GOOG’s share price increased 56% in 2023 and has increased 3% year-to-date in 2024(1)",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-2b62-723f-b681-52460c3173f7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.85,
        "x": 0.08,
        "y": 0.28
      },
      "kind": "chart",
      "text": "GOOG Share Price Performance from 3/2/2023 to 2/6/2024",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "33e3ccd0-21d6-4d23-b6dd-313b61e5d2e4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.92,
        "x": 0.04,
        "y": 0.087
      },
      "kind": "disclaimer",
      "text": "Note: The performance of GOOG’s share price is provided for illustrative purposes only...",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6e8f758c-85ac-4c0c-a01c-406df243b003",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "share price: $145",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-2b62-723f-b681-55f67887f12a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.07,
        "w": 0.92,
        "x": 0.04,
        "y": 0.17
      },
      "kind": "title",
      "text": "Since inception of the position, GOOG’s share price increased 56% in 2023 and has increased 3% year-to-date in 2024(1)",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "33053516-e28d-4121-b128-17bff1bfe06c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.92,
        "x": 0.04,
        "y": 0.08
      },
      "kind": "title",
      "text": "GOOG Share Price Performance Since Inception",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "749df974-fa91-4901-8b5e-c0c93e7b466a",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "before-after-framing",
      "slug": null,
      "matchId": "fcd62f7b-c088-4964-9eb5-d98da9e841db",
      "evidence": "The slide frames the performance relative to the inception of the position and key events.",
      "confidence": 0.8
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}