Matching slides 110,355
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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The chart uses callout boxes to correlate specific financial events with fluctuations in the debt ratio.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · 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 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 chart uses a dashed vertical 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 1 hit
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Positions with contributions < 50 bps are aggregated.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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The chart illustrates market concentration by showing the divergence between cap-weighted and equal-weighted indices.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
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The slide uses a callout circle to emphasize the 12% spread in 2023 and 2024.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
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The chart highlights a significant upward trend in market concentration, peaking at 39% in 2024.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
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The chart highlights the valuation premium of the top 10 stocks relative to the rest of the index.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
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The chart highlights the crossing of the 50% threshold in recent years.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 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 · Market Size1 hit
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The chart uses a stacked bar approach to show return attribution. The bottom section includes a memo row for current NTM P/E multiples.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
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This slide serves as a summary of the investment case for UMG, likely from a Pershing Square activist presentation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
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The slide uses a structured list format to present the investment thesis, focusing on business quality, growth, and valuation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
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The chart uses callouts to correlate specific corporate milestones with share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
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This slide uses a structured list format to present key investment pillars.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
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The slide uses a comparison table to highlight a valuation gap between QSR and its primary competitors.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
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This slide serves as a summary of the investment thesis for Chipotle, highlighting both historical performance and future growth drivers.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
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This slide serves as a high-level thesis summary for an activist investor presentation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
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The chart highlights the negative impact of specific earnings reports and guidance changes on the stock price.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
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The slide uses a structured list format to highlight key performance indicators and strategic outlooks.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
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The slide highlights the growth of HLT stock relative to an initial cost basis of $73.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
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Slide 61 from an activist investor deck, likely Pershing Square.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a contrast-based layout to highlight the competitive advantages of the HHH Services Agreement (no performance fees, daily liquidity).Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a table to break down fee attribution by shareholder group, highlighting that only 52% of fees are truly incremental.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
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The chart illustrates volatility in REIT valuations relative to NAV over a 21-year period.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
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Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit