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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 10,441-10,470
Pages 1,108
Rows per page 30
Arc: Monroes Sequenceclear collectionreset all
18 30 60

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10,441-10,470 of 33,236

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16
The table includes a compound annual return row at the bottom.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
17
The chart highlights the launch of PSH on December 31, 2012, with a vertical dashed line.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
18
The table aggregates positions with contributions of less than 50 basis points.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
19
The table breaks down detractors by specific positions and interest expenses.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
20
The chart uses a red dashed box to emphasize the 'Down Months' performance comparison.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
21
The table highlights the alignment of interest by showing the percentage of equity held by insiders.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
22
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
23
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
24
Includes a footer note regarding Pershing Square's acquisition of a 10% stake in UMG.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
25
The slide uses a structured list format to present the core pillars of the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
26
The chart includes a dashed line representing the average cost basis of €18.27.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
27
Slide 27 of the deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
28
The slide highlights key structural improvements: opt-in model, reduced opportunity cost, capital tailoring, extended duration, no underwriting fees, and simplified capital structure.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
29
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
30
The slide uses a vertical timeline format with color-coded blocks for years and specific events.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
31
The chart tracks the divergence between the unit price (including warrants) and the share price post-separation.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
32
The slide uses a split-layout to contrast new investments (logos) with exited investments (table).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
33
The slide uses a hierarchical bulleted list to define the investment philosophy.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
34
The slide uses a 'before-after' structure to validate a past investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
35
The slide highlights the performance of specific financial instruments (swaptions) used as a hedge.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
36
The slide highlights the 'Multiple of Capital' for three distinct market events.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
37
The slide uses a line chart to justify an entry point based on a return to pre-pandemic valuation levels.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
38
Slide 38 of an activist investor deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
40
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
41
Includes a CAGR annotation and a table row for market share percentage.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
42
The slide uses a callout box at the bottom to extend the thesis to international markets.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
43
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
44
This slide provides a status update on personnel and operational resilience.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
45
The chart highlights specific individuals as Operational Leadership Group Members via bold borders.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit