slides · global inventory
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Matching slides 118,471
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83,911-83,940 of 118,471
42
The chart highlights a specific one-time accounting draw in 2017 due to tax reform.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Loop · Hypothesis Test1 hit
44
The chart uses a grouped bar chart format to compare two entities over time, with callout boxes annotating specific policy changes.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Loop · Hypothesis Test1 hit
45
The slide argues that the amendment is largely procedural rather than substantive.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Loop · Hypothesis Test1 hit
47
The slide uses a visual of a letter to establish authority and historical context for the activist's argument.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
50
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
57
The slide uses a financial model to demonstrate the impact of capital requirements on mortgage pricing and capital efficiency.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
58
The slide uses a specific scenario analysis to argue against higher capital requirements for GSEs.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
59
The slide uses a checkmark/cross matrix to illustrate risk exposure differences across three financial entities.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
60
The chart uses a mix of negative bars (losses) and positive bars (capital) to illustrate the adequacy of the proposed capital buffer.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
62
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
64
The chart uses a waterfall-like comparison to show the coverage ratio of proposed capital vs historical losses.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
66
The slide outlines specific regulatory and market advantages for GSE MBS that are deemed essential.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
68
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
76
The slide uses a quote to validate the thesis that the government has been made whole on its investment.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
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 meeting capital requirements.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
80
The slide uses a waterfall-style logic to show capital accumulation and the required injection.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
86
The slide outlines specific bps (basis points) and percentage assumptions for G-fees, commitment fees, asset growth, and dividend payouts.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
93
The table uses checkmarks to indicate compliance with specific distribution and financial standards.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
98
Fannie Mae & Freddie Mac (FNMA / FMCC)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
102
The slide uses a quote from a former Treasury official to support the thesis that GSEs are preparing for exit from conservatorship.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
03
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
08
The slide uses a hub-and-spoke diagram to show the parent company and its subsidiaries.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 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
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
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
28
The slide emphasizes a long-term track record and unique informational advantages.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
29
The slide uses a 'Range of Engagement' vs 'Value Creation' structure to demonstrate historical impact.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit