slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 73,201-73,230
Pages 2,643
Rows per page 30
Component
73,201-73,230 of 79,264
30
The slide uses a contrast between portfolio share and loss share to argue against the GSEs' past risk management.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
31
The chart compares a $20bn capital requirement against a $(27)bn loss, suggesting near-sufficiency.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
33
The slide uses a balance sheet visualization to show how $100 in assets was funded by $97.5 debt and $2.5 equity, resulting in a 40% ROE.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
37
FIA stands for Fixed-Income Arbitrage.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
41
The slide uses a bar chart to illustrate the timing of the Net Worth Sweep relative to the GSEs' financial recovery.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Loop · Iceberg1 hit
42
The chart includes a specific callout regarding a 2017 one-time draw due to tax reform.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Loop · Iceberg1 hit
43
The slide uses a red border to emphasize the GSE row compared to the other bailout recipients.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Loop · Iceberg1 hit
44
The chart illustrates the transition from net worth sweeps to capital retention policies.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
48
The slide uses a bulleted list structure to outline the historical context, current status, and the proposed path forward for the GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
51
The slide uses a green callout box to highlight the regulatory change as a negative development.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
54
The slide uses a comparison table to highlight risk profile differences between PMIs and GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
55
Uses a stacked bar chart to visualize LTV coverage ranges.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
56
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
57
The table compares a baseline (2.5% capital) against four scenarios of higher ROE requirements.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
58
The slide argues that a 4% capital standard acts as a tax on homebuyers.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
59
The slide uses a comparison table to justify a specific capital requirement by highlighting lower risk factors for GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
60
The chart uses a waterfall-style bridge to compare losses to capital.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
61
The slide uses a quote to validate the activist's proposed capital requirement.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
62
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
63
The slide uses a two-part argument structure to justify capital requirements by highlighting hidden value in future cash flows and crisis-resilience.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
64
The chart uses a waterfall-like comparison to show that proposed capital (2.5%) and total resources (4.3%) significantly exceed historical crisis losses.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
69
The slide outlines a policy recommendation for GSE reform.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
70
The slide uses a stacked bar chart to contrast historical losses against the total available capital buffer.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
72
The slide uses market benchmarks to justify a specific fee level, framing it as a conservative estimate.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
75
The chart uses a stacked bar approach to show the base return vs excess return.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
76
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
77
The slide uses pie charts to show the composition of capital, highlighting the role of 'Credit for Excess Payments' in reducing private capital needs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
78
The slide uses a stacked bar chart to illustrate capital accumulation components (existing capital, retained earnings, and new raise).Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
79
The chart uses a waterfall bridge format to show the impact of income, debt repayment, IPO proceeds, and preferred stock conversion on common equity.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
80
The slide uses a stacked bar chart to illustrate the capital buildup.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit