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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 110,355
Current window 49,891-49,920
Pages 3,679
Rows per page 30
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49,891-49,920 of 110,355

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78
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
79
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
83
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
85
The table uses historical IPO data to validate the proposed IPO sizes for Fannie and Freddie.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
87
The table uses a mix of absolute dollar values and basis points (bps) to project financial performance.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
88
Includes a watermark '10X' in the center of the table area.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
92
The chart uses a stacked area format to show the base share price and the value of HHC shares/dividends.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
93
The table uses checkmarks to indicate compliance with specific distribution and financial standards.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
94
The slide uses a comparison framework to establish a valuation thesis.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
96
The slide emphasizes that despite restructuring, the US government retains a controlling interest via warrants.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
97
The table shows a total return of $311 billion over the period.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
99
The table compares a 'Deemed Repaid' scenario against multiple 'SPS Converted to Common' scenarios at varying cost of equity assumptions.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
102
The slide uses a quote from a former Treasury official to support the thesis that GSEs are preparing for exit from conservatorship.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
103
The slide uses a list-based argument structure to justify immediate action.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
02
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
05
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
10
The slide uses the Pershing Square 13D filing date as the baseline for outperformance.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
11
The slide uses a visual anchor to contrast the $90 issuance price against the $61.46 unaffected price to demonstrate underperformance.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
15
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
19
The slide uses a table to reconcile total post-transaction shares with the specific look-through stake of the Pershing Square team.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
22
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
26
Uses a table-like structure to frame historical performance as a failure of the target company.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
31
The slide uses a mix of bullet points and nested sub-bullets to detail specific Pershing Square vehicles (PSH, PSTH, SPARC).Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
37
The slide uses a comparison frame to establish a precedent for sponsor ownership stakes.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
38
The slide highlights the fee structure differences between Brookfield's standard entities and HHH, specifically noting HHH's lack of performance fees.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
39
The slide uses a comparison table to justify a lower fee ratio for the proposed HHH entity.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
40
The slide uses a contrast-based layout to highlight the competitive advantages of the HHH Services Agreement (no performance fees, no upfront commissions, daily liquidity).Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
41
The slide highlights the total fee burden as a percentage of average NAV.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit