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slides · global inventory

Monroes Sequence

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 33,236
Current window 10,381-10,410
Pages 1,108
Rows per page 30
Arc: Monroes Sequenceclear collectionreset all
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10,381-10,410 of 33,236

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09
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Need1 hit
10
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Need1 hit
11
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Logic Chain1 hit
12
The slide highlights strong performance across the portfolio, particularly in Fannie Mae and Freddie Mac holdings.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Logic Chain1 hit
13
The slide highlights PSH's alpha generation in basis points (bps) relative to the S&P 500.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Logic Chain1 hit
14
The chart highlights the significant outperformance of Pershing Square relative to the S&P 500 over the specified period.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Logic Chain1 hit
15
The chart highlights Pershing Square's performance relative to the S&P 500 in different market conditions.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
16
The slide highlights specific stock contributors and the impact of a share buyback program.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
17
The table includes a subtotal for specific detractors and an 'All Other Positions' category, summing to a total detraction of 17.5%.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
18
Includes a detailed footnote regarding methodology changes and specific litigation reserve impacts.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
19
Includes a detailed disclaimer regarding the calculation of AUM and specific investments in Automatic Data Processing, Inc.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
20
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
21
This slide is likely part of a 'What We Said vs. What We Did' sequence common in activist investor presentations.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
22
The slide uses numbered list items to categorize strategic actions taken by the firm.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
23
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
24
The slide uses a structured list format to convey three pillars of stability.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
25
The slide uses a standard hierarchical tree structure to represent the company's departments and personnel.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
26
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
27
The slide uses a checkmark system to validate investment criteria for four companies: United Technologies, Lowe's, Starbucks, and Hilton.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
28
The slide highlights specific board and management changes at ADP, Chipotle, Lowe's, and United Technologies.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
29
The slide uses a comparison frame to justify a higher earnings multiple by highlighting superior quality and growth metrics.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
30
The slide illustrates the valuation gap between current market prices and the discounted value at PSH.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
31
The slide uses a contrast-pairs framework to differentiate the business model of PSH from traditional hedge funds.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
32
The slide uses a hub-and-spoke diagram to show the holding company structure.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
33
Slide 33 of the deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
34
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
35
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
36
The slide uses a vertical process flow to demonstrate the sequence of events.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
37
The chart highlights the impact of Pershing Square's involvement and subsequent leadership changes on the stock price.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Before After1 hit
38
This slide outlines the activist's thesis on ADP's transformation and valuation gap.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Before After1 hit