Matching slides 110,355
Current window 49,801-49,830
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all

Component

49,801-49,830 of 110,355

filter-aware
14
The U.S. bar is highlighted with a dashed oval to emphasize its outlier status.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
17
The slide uses a hub-and-spoke diagram to contrast two business lines, highlighting the risk profile of each.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
18
The slide uses a hub-and-spoke diagram to contrast the two business lines.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
22
Dual-axis charts showing LTV (bars) and FICO (lines) for both GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
26
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
27
The chart uses a broken axis (indicated by the tilde symbol) to accommodate the extreme negative values in 2009.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
28
The slide uses a split-bar chart to contrast massive losses against a small capital requirement.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
29
The slide uses a waterfall-style bridge to contrast actual losses with capital requirements.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
30
The slide uses a contrast between portfolio share and loss share to argue against the GSEs' past risk management.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
31
The chart compares a $20bn capital requirement against a $(27)bn loss, suggesting near-sufficiency.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
32
Uses a hierarchical diagram to contrast two business units.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
33
The slide uses a balance sheet visualization to show how $100 in assets was funded by $97.5 debt and $2.5 equity, resulting in a 40% ROE.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
34
The slide uses a direct quote from a former Fed Chair to establish a historical precedent for the critique of the GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
37
FIA stands for Fixed-Income Arbitrage.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
39
The slide uses a quote to establish the original intent of the conservatorship as a temporary stabilization measure.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
41
The slide uses a bar chart to illustrate the timing of the Net Worth Sweep relative to the GSEs' financial recovery.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Loop · Iceberg1 hit
42
The chart includes a specific callout regarding a 2017 one-time draw due to tax reform.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Loop · Iceberg1 hit
43
The slide uses a red border to emphasize the GSE row compared to the other bailout recipients.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Loop · Iceberg1 hit
44
The chart illustrates the transition from net worth sweeps to capital retention policies.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
52
The slide uses a comparison frame to argue against applying bank-standard capital requirements to GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
53
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
54
The slide uses a comparison table to highlight risk profile differences between PMIs and GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
55
Uses a stacked bar chart to visualize LTV coverage ranges.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
58
The slide argues that a 4% capital standard acts as a tax on homebuyers.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
59
The slide uses a comparison table to justify a specific capital requirement by highlighting lower risk factors for GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
60
The chart uses a waterfall-style bridge to compare losses to capital.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
61
The slide uses a quote to validate the activist's proposed capital requirement.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
69
The slide outlines a policy recommendation for GSE reform.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
70
The slide uses a stacked bar chart to contrast historical losses against the total available capital buffer.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
72
The slide uses market benchmarks to justify a specific fee level, framing it as a conservative estimate.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit