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79,291-79,320 of 96,741
86
Slide 85 of the deck.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
87
The table includes a mix of dollar amounts, basis points, and percentage growth rates.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
88
The table includes a specific 'Memo: Return Metrics' section at the bottom.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
89
The table uses a mix of dividend discount and multiple-based valuation logic.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
90
The table uses a multi-step DCF-style approach to arrive at a 2027 target price.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
91
This is a classic 'preempting the skeptic' slide, framing a potential counter-argument to the activist's thesis.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
92
The chart uses a stacked area format to show the combined value of GGP shares and HHC spinoff/dividends.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
94
The slide uses a comparison framework to position Fannie and Freddie between two distinct industry archetypes.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
95
The slide uses a blended median of P&C and Utility sectors to justify a valuation multiple for FNMA/FMCC.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
96
The slide emphasizes that despite IPOs, the US government retains majority control, while also arguing for the broad distribution of remaining shares.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
97
The table breaks down returns into Common Dividends and Proceeds from Stock Sales.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
99
The slide uses a scenario table to demonstrate the negative impact of SPS conversion on Treasury's equity value.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
100
Uses quotes from Thomas P. Vartanian's amicus brief to support the thesis.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
101
The slide uses a direct quote from a legal/policy expert to support a legal argument regarding the scope of government claims in conservatorship.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
102
The slide uses a press release to establish credibility and a quote to support the thesis that GSE exit is a viable, historical goal.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
103
The slide uses a list-based structure to build a case for urgency.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
05
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Situation & Context1 hit
06
Uses historical precedent to frame a systemic crisis.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Situation & Context1 hit
08
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Situation & Context1 hit
09
The chart highlights the dominance of GSEs in the mortgage market over time.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Situation & Context1 hit
10
The chart illustrates the post-2008 collapse of the private-label MBS market and the subsequent dominance of GSEs.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Situation & Context1 hit
11
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
12
The U.S. column is highlighted with a dashed oval to emphasize its outlier status.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
13
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
14
The U.S. is highlighted with a dashed oval to emphasize its unique reliance on MBS compared to European peers.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
16
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
17
Uses a hub-and-spoke diagram to contrast business models.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
19
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
20
The slide uses a list-based argument structure to justify the thesis that the business model is low-risk.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
22
Dual-axis charts showing LTV (bars) and FICO (lines) for both entities.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit