Matching slides 37,461
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15,721-15,750 of 37,461

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The slide uses a hierarchical list structure to detail specific actions taken under each strategic pillar.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SolutionLoop · Logic Chain1 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 · SolutionLoop · Logic Chain1 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 · SolutionLoop · Logic Chain1 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 · SolutionLoop · Logic Chain1 hit
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The chart highlights the correlation between corporate events (fee amendments, IPO roadshow, IPO withdrawal) and the discount to NAV.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SolutionLoop · Logic Chain1 hit
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The slide uses a chronological narrative to frame the investment history and justify the activist intervention.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SolutionLoop · Before After1 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 · SolutionLoop · Before After1 hit
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The slide details the transition of HHH into a holding company managed by Pershing Square leadership.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SolutionLoop · Before After1 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 · SolutionLoop · Before After1 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 · SolutionLoop · Before After1 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 · Satisfaction1 hit
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The chart uses a dashed vertical line to separate PSH performance from market indices and peer benchmarks.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
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Uses a stacked bar chart to compare historical losses against the proposed capital buffer.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
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The slide uses a direct quote from a ratings agency to preempt concerns about credit rating downgrades upon exiting conservatorship.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
72
The slide uses market data to justify a specific financial proposal (the PSPA commitment fee).Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
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Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
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Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
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The chart uses a before-after comparison for each entity to demonstrate the return on investment.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
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The slide uses a quote to validate the thesis that the government has been made whole on its investment.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
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The slide uses pie charts to show the composition of capital, highlighting the role of 'Credit for Excess Payments' in meeting capital requirements.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
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The slide uses a stacked bar chart to show the build-up of capital over two years.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
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The chart shows the transition from a negative equity position to a positive pro-forma equity position through earnings, debt repayment, and equity conversion.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
80
The slide uses a waterfall-style logic to show capital accumulation and the required injection.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
81
The chart shows the transition from a negative equity position to a positive $99bn position through earnings, debt repayment, IPO proceeds, and equity conversion.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
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Includes specific details on non-cumulative dividend terms and conversion assumptions for IPO modeling.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
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Includes IPO annotations for FNMA and FMCC. Data source: Company filings and Pershing Square estimates.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
04
Includes a footnote regarding the unaffected price date.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
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Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
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Includes a callout box explaining Bill Ackman's personal look-through ownership.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit