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Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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This slide outlines the chronological sequence of the Allergan investment case.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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Uses red 'x' icons to emphasize hostile actions.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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The slide uses a timeline-annotated line chart to demonstrate value creation following activist intervention.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · ActionLoop · Before After1 hit
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Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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This slide uses a 'villain' framing technique to discredit the company's business model.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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The slide uses callout boxes to annotate specific dates on a line chart, illustrating the correlation between events and stock performance.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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The slide uses a line chart with callout boxes to correlate specific news events with stock price drops.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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The slide uses a clear 'before-after' framing to validate the activist's short thesis.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · ActionLoop · Before After1 hit
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The slide uses a red box to highlight the delta in growth, emphasizing the negative trend.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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The chart illustrates the 'debt-for-equity' swap dynamic where debt increased while market cap declined.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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Slide 36 from a Pershing Square activist deck.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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The slide uses callout boxes to link specific corporate milestones to share price movements.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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The slide uses callout boxes to link specific dates and events to movements in the stock price.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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The slide uses a standard valuation buildup approach to derive future share price and warrant value.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a scenario-based valuation approach to demonstrate the upside potential of GSE reform.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a before-after style comparison to illustrate the 'effective' ownership increase.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a checkmark/cross comparison matrix to advocate for a specific policy path.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide references historical precedents (AIG and Citi) to support the proposed conversion strategy.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a blue header for the core recommendation and a yellow callout box for the concluding thought.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a list format to enumerate the negative impacts of inaction.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide is a raw text transcript of video/audio testimony.Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor Beat · The BridgeLoop · Confession1 hit
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The slide is a transcript of testimonials/interviews, likely from a documentary or legal deposition.Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor Beat · The BridgeLoop · Confession1 hit