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Matching slides 110,471
Current window 10,021-10,050
Pages 3,683
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10,021-10,050 of 110,471
07
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Need4 hits
28
The slide highlights specific board and management changes at ADP, Chipotle, Lowe's, and United Technologies.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action4 hits
44
The slide uses color-coded blocks to group the investment thesis into three pillars: Brand/Market, Reinvestment/Returns, and Leadership/Operational improvements.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Before After4 hits
11
The slide emphasizes financial stability and risk mitigation through specific debt structure choices.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 4 hits
32
The slide serves as a case study to demonstrate Pershing Square's ability to execute complex private transactions.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 4 hits
37
This slide outlines the core pillars of an activist investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 4 hits
43
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 4 hits
37
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size4 hits
04
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 4 hits
08
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 4 hits
17
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement4 hits
82
The slide uses a list-based diagnostic approach to link operational issues to financial line items.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 4 hits
98
The slide uses a 'problem-solution' structure, identifying the productivity decline and then quantifying the upside of fixing it.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 4 hits
21
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle4 hits
36
The slide uses a structured list format to present the investment thesis for Berkshire Hathaway.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction4 hits
48
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action4 hits
66
This slide acts as a counter-balance to a broader argument about limiting benefits, specifically identifying which ones are deemed essential.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach4 hits
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 & Approach4 hits
69
The slide argues for modifying the Senior Preferred Stock Purchase Agreements (PSPAs) to act as a backstop, detailing the financial commitment and the need for modified terms to allow for private capital raises.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach4 hits
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 4 hits
11
Page 11 of a shareholder letter/proposal document.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Evidence & Proof4 hits
13
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Problem & Complication4 hits
14
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Problem & Complication4 hits
28
The slide emphasizes a long-term track record and unique informational advantages.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 4 hits
49
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 4 hits
11
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction4 hits
58
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization4 hits
11
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 4 hits
46
The slide uses color-coded blocks to categorize business updates: blue for management actions, green for sales recovery, and dark red for future outlook.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 4 hits
50
Includes a disclosure about Pershing Square's investment history with the company.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 4 hits