slides · global inventory
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Matching slides 79,264
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Pages 2,643
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Component
73,291-73,320 of 79,264
89
The table uses a DCF-style approach with interim dividends and a terminal value based on a 15x multiple.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
90
The table uses a multi-step valuation approach starting from 2035E projections, discounting back to 2027, and applying an IPO discount.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
91
The slide uses a green callout box to highlight a specific investor concern/objection.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
92
The chart uses a stacked area format to show the base share price and the value of HHC shares/dividends.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
94
The slide uses a comparison framework to establish a valuation thesis.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
95
Includes market capitalization, return on equity metrics, trading multiples, and shareholder return data.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
96
The slide emphasizes that despite restructuring, the US government retains a controlling interest via warrants.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
97
The table shows a total return of $311 billion over the period.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
99
The table compares a 'Deemed Repaid' scenario against multiple 'SPS Converted to Common' scenarios at varying cost of equity assumptions.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
04
Includes a footnote regarding the unaffected price date.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
05
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
06
Includes a callout box explaining Bill Ackman's personal look-through ownership.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
10
The slide uses the Pershing Square 13D filing date as the baseline for outperformance.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
11
The slide uses a visual anchor to contrast the $90 issuance price against the $61.46 unaffected price to demonstrate underperformance.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
19
The slide uses a table to reconcile total post-transaction shares with the specific look-through stake of the Pershing Square team.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
20
Includes annotations for market events (Global Financial Crisis, Covid-19, Rapid interest rate hiking cycle) and performance periods.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
23
The slide highlights a 935 bps outperformance per annum vs the S&P 500.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
24
The slide highlights a 1,300 bps per annum outperformance vs S&P 500.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
26
Uses a table-like structure to frame historical performance as a failure of the target company.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
27
The slide highlights the efficacy of Pershing Square's hedging strategy as a counter-narrative to HHH/GGP's performance.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
34
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
37
The slide uses a comparison frame to establish a precedent for sponsor ownership stakes.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
38
The slide highlights the fee structure differences between Brookfield's standard entities and HHH, specifically noting HHH's lack of performance fees.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
39
The slide uses a comparison table to justify a lower fee ratio for the proposed HHH entity.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
41
The slide highlights the total fee burden as a percentage of average NAV.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
42
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
43
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
44
The slide uses a green callout box to highlight the core strategic question.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
46
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
47
The slide uses a dot-plot style visualization to compare two data series over time.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit