slides · global inventory
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Matching slides 79,264
Current window 72,961-72,990
Pages 2,643
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Component
72,961-72,990 of 79,264
07
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Need1 hit
08
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Need1 hit
11
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Logic Chain1 hit
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The slide highlights strong performance across the portfolio, particularly in Fannie Mae and Freddie Mac holdings.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Logic Chain1 hit
13
The slide highlights PSH's alpha generation in basis points (bps) relative to the S&P 500.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Logic Chain1 hit
14
The chart highlights the significant outperformance of Pershing Square relative to the S&P 500 over the specified period.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Logic Chain1 hit
15
The chart highlights Pershing Square's performance relative to the S&P 500 in different market conditions.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
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The slide highlights specific stock contributors and the impact of a share buyback program.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
17
The table includes a subtotal for specific detractors and an 'All Other Positions' category, summing to a total detraction of 17.5%.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
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Includes a detailed footnote regarding methodology changes and specific litigation reserve impacts.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
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Includes a detailed disclaimer regarding the calculation of AUM and specific investments in Automatic Data Processing, Inc.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
24
The slide uses a structured list format to convey three pillars of stability.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
27
The slide uses a checkmark system to validate investment criteria for four companies: United Technologies, Lowe's, Starbucks, and Hilton.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
29
The slide uses a comparison frame to justify a higher earnings multiple by highlighting superior quality and growth metrics.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
30
The slide illustrates the valuation gap between current market prices and the discounted value at PSH.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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The slide uses a hub-and-spoke diagram to show the holding company structure.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
33
Slide 33 of the deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
22
The chart uses a grouped bar format to compare two categories over time.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 hit
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The chart uses a stacked bar approach where the total height represents the sum of China and Rest of World units.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
26
The slide uses a bar chart to illustrate the growth trajectory of Starbucks in China, comparing current estimates, management targets, and long-term potential relative to the U.S. market.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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The chart highlights a deceleration in growth and notes a specific accounting/loyalty program distortion between Q3 2016 and Q2 2017.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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The slide highlights specific product categories (Core Beverage and Frappuccino) with red dashed boxes to emphasize their contribution to the growth deceleration.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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The slide highlights a downward revision in financial targets due to same-store sales slowdown.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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Includes a 53rd week adjustment note for 2016.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
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The table uses a decomposition framework to arrive at the total SSS growth figure.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
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Starbucks (SBUX)Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
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The chart uses a waterfall-bridge structure to decompose EPS growth drivers.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
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The slide uses a 'Summary Valuation' table to justify an investment thesis based on historical reversion.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Financials1 hit
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Includes historical context on EPS growth and P/E multiples at the bottom.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Financials1 hit
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The slide uses a list of colored callout boxes to present key investment arguments.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit