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Consultants Gambit
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Matching slides 39,432
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28,261-28,290 of 39,432
11
The slide uses a hierarchical list structure to categorize tactical responses to a valuation discount.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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The slide highlights a failure of a promised benefit mechanism.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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Uses a mathematical equation to illustrate financial impact.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
18
The chart uses a visual separator to distinguish the subject (PSH) from the market and peer benchmarks.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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The chart uses a dashed line to visually separate the primary subject (PSH NAV) from the benchmark indices.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
20
Includes fee structure context for PSLP and PSH.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
21
The chart highlights significant outperformance since firm inception in 2004.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Impact & Next Steps1 hit
22
The slide uses a callout box to annotate a specific historical investor presentation as a turning point in the firm's strategy.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a paper-texture background for the list and a grid of icons for the summary.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Impact & Next Steps1 hit
24
The table includes a footnote regarding the calculation of net contributors and a note on the aggregation of smaller positions.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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The table lists specific investment categories and their negative impact on performance, including interest expenses.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Impact & Next Steps1 hit
26
The table breaks down AUM into Total and Equity, and Insider Capital into Total and % of Equity.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
This is the first page of a formal shareholder letter/proposal.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is a page from a shareholder letter detailing the mechanics of a proposed transaction.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Situation & Context1 hit
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Page 3 of a shareholder letter.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Situation & ContextLoop · Golden Circle1 hit
04
Page number -4- indicates this is part of a larger shareholder letter or proposal document.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
05
This is a page from a shareholder letter, likely page 5.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
06
Includes footnotes detailing specific instruments and tranches.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
07
The chart highlights a significant outperformance of the fund compared to the S&P 500 index.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
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The slide highlights PSH's outperformance (397% vs 147%) and introduces the strategic rationale for the HHH transaction.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
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Page 9 of a shareholder letter; focuses on transaction mechanics and shareholder value proposition.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
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Page 10 of a shareholder letter, containing disclosure regarding investment advisory services.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
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Page 11 of a shareholder letter/proposal document.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
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Includes a signature and a closing sentiment referencing the company's namesake.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Evidence & Proof1 hit