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48
The slide uses a structured list format to present the investment thesis for UTX.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Before After1 hit
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The slide uses a classic 'thesis-antithesis' structure where the top sections establish the company's strength and the bottom callout introduces the market underperformance.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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Page number 52 included at bottom.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 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 · Action1 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 · Attention1 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 · Solution & ApproachLoop · Golden Circle1 hit
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Includes a callout box at the bottom explaining the investment thesis/entry point.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 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 · ActionLoop · Cost Of Inaction1 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 · Action1 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 · Action1 hit
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Slide 53 from an activist investor deck (Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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This slide serves as a case study of a successful activist investment, highlighting the transformation initiatives and the resulting financial returns.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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The slide uses a color-coded structure to contrast the original investment thesis (blue) with the contradictory merger action (red) and the resulting loss of confidence (green).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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This is a formal investor letter regarding a specific portfolio divestment.Netflix, Inc. (NFLX) · William A. Ackman
Shareholder letter Activist investor Beat · Attention1 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 1 hit
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Includes a footer note regarding Pershing Square's acquisition of a 10% stake in UMG.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
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The slide uses a split-layout to contrast new investments (logos) with exited investments (table).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
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Slide 38 of an activist investor deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 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 · Visualization1 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 · Visualization1 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 · Visualization1 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 · Setup1 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 1 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 · Solution1 hit
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The slide uses color-coded horizontal bars to group key strategic points.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 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 1 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 1 hit
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The slide uses color-coded blocks to categorize business updates: blue for management actions, green for sales recovery, and dark red for future outlook.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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Includes a disclosure about Pershing Square's investment history with the company.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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The slide uses a mix of checkmarks and crosses to highlight the 'mixed bag' nature of the PSPA modification.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit