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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 73,381-73,410
Pages 2,643
Rows per page 30
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73,381-73,410 of 79,264

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28
The chart highlights PSH's performance in down months using a red dashed box.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
29
The slide breaks down performance contributors, with a note explaining that positions under 50 basis points are aggregated.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
30
The slide provides a breakdown of negative performance contributors for the year 2025.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
31
The table highlights the alignment of interest through 'Insider Capital' as a percentage of equity.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
33
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
40
The chart shows a clear recovery and growth trajectory post-COVID-19.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
41
The slide uses a simple bar chart to establish a premise of market strength before potentially pivoting to a critique of valuation.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
42
The chart uses a stacked bar approach to show the attribution of market returns.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
43
The slide uses a split-chart approach to contrast two distinct time periods.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
44
The slide highlights the concentration of growth in the top 10 companies, justifying the portfolio's exposure to these names.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
45
The slide uses a causal argument linking EPS growth to P/E expansion.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
46
The slide uses a comparison frame to justify portfolio concentration in specific high-growth tech stocks.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
47
The slide uses a narrative-driven 'before/after' framing to justify an investment entry point based on market mispricing.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
48
The slide highlights the 'value' proposition of UBER by contrasting the compression of the P/E multiple against the growth of EPS.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
49
The slide uses a dual-axis line chart to show absolute and relative P/E multiples, with a table for summary statistics.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
50
The slide uses a line chart to show valuation convergence and a data table to quantify the multiples.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
52
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
53
The slide uses a line chart to correlate share price movement with specific strategic announcements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
54
Slide 54 from a Pershing Square activist deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
55
The chart highlights the average cost at announcement ($67) and correlates specific news events with share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
56
The slide uses a callout box at the bottom to emphasize the potential valuation of the taxpayer asset.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
57
The slide uses a timeline-annotated line chart to correlate share price volatility with specific news events.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
59
The slide uses callout boxes to explain specific price movements relative to earnings and market sentiment.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
60
The slide uses a structured list format to present the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
61
The chart highlights specific events impacting share price, including management changes, capital market days, and major shareholder transactions.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
62
Slide 62 from an activist investor deck (likely Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
63
The slide uses a timeline-annotated line chart to correlate specific company milestones with share price movement.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
64
Includes a callout box at the bottom summarizing the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
66
The chart includes a callout box explaining a price spike due to Q4 results and 2026 guidance.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
67
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit