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Matching slides 79,264
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72,841-72,870 of 79,264
09
The slide includes a standard financial disclaimer at the bottom.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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The chart shows Pershing Square significantly outperforming the S&P 500 over the long term despite volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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The chart demonstrates the fund's relative outperformance in down months compared to the S&P 500.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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The table lists specific companies and their contribution to returns, ending with a total.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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The slide uses a standard table format to attribute performance detractors.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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Includes performance data from 2004-2017 for L.P. and 2013-2017 for Holdings.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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Includes a detailed disclaimer regarding the calculation of AUM and specific fund co-investments.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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The chart uses callouts to annotate specific historical milestones (launches, challenges) against the growth trajectory.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a table to show that stock price appreciation during the diligence phase limited the firm's ability to accumulate larger positions in Hilton, Nike, and S&P Global.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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This slide outlines the core activist thesis for ADP, focusing on operational improvements and valuation gap.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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The chart uses a dashed line to indicate the average cost basis ($105) and highlights specific dates of activist engagement.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · 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 Loop · Before After1 hit
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The chart highlights specific corporate events (acquisitions and share purchases) against the stock price trajectory.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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The slide uses a structured argument format to justify a long position.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
36
The chart highlights specific events (Pershing Square 13D, margin target raises, Kraft Heinz bid, CEO transition) and their correlation with share price movement.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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The chart highlights the growth from an average cost at announcement ($37) to the current price ($128).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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The slide uses a timeline-annotated line chart to correlate specific management/operational events with stock price volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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The slide uses a timeline-annotated line chart to contextualize stock performance against specific legal and political events.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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The slide uses a structured list format to highlight operational success, valuation gap, and corporate strategy.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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The slide uses callout boxes to link specific dates and events to the share price trajectory.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
46
Includes a callout for the Investor Day event on 10/25/17.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
47
Slide 47 from an activist investor deck (Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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The chart highlights the contrast between the initial short thesis and the subsequent share price appreciation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
25
The slide uses a large background image of the development to provide visual proof of the project's scale.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses a 'back of the envelope' approach to justify lower capitalization and discount rates for HHC's assets.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
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The slide uses a rhetorical question to transition into a detailed valuation breakdown.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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MPC stands for Master Planned Community. Slide 41.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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Uses a 'back of the envelope' extrapolation method to quantify future value creation potential.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit