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12,091-12,120 of 96,741
06
The chart highlights the significant outperformance of Pershing Square (696.2%) compared to the S&P 500 (132.1%).Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Interest2 hits
14
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Desire2 hits
18
The chart shows a shift from shorter-term capital (1-2 year) to longer-term/permanent capital between 2009 and 2014.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Desire2 hits
31
The slide uses a line chart with callout boxes to correlate specific news events with stock price drops.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action2 hits
40
The slide uses callout boxes to link specific dates and events to movements in the stock price.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action2 hits
43
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action2 hits
47
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action2 hits
48
The chart highlights the impact of the Tim Hortons acquisition on share price.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action2 hits
52
The slide uses callouts to correlate specific M&A events with stock price movements.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action2 hits
65
The slide uses a combination of a line chart for interest rates and a bar chart for origination volumes to demonstrate sensitivity.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
66
The slide uses a quote from a political figure to establish a precedent of government overreach affecting market confidence.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
69
The slide uses a historical narrative to support the thesis that private capital in this sector is inherently pro-cyclical and unreliable.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
72
The slide uses a dual-axis chart to show the inverse relationship between total mortgage volume and bank retention share.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
75
Uses a testimonial/quote from industry associations to bolster the argument against change.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
76
The chart illustrates the shift in market dominance from private capital to GSEs following the 2008 financial crisis.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
77
The chart uses an inverted Y-axis to represent spread in basis points.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
79
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
83
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
84
The slide uses a waterfall-style comparison to justify a capital increase.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
85
The slide uses a checkmark/cross matrix to justify a lower capital requirement for GSEs.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
87
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
88
The table shows a hypothetical scenario analysis of GSE financial performance during the 2007-2011 period.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
89
The slide uses a financial model to argue that current g-fees are sufficient to cover historical loss rates, preempting arguments that higher capital requirements would make the business model unviable.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
95
The slide explicitly notes that this estimate excludes income from investing the float produced by the guarantee business.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
98
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
101
The chart illustrates a 10-year earnings projection totaling $146 billion.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
102
The slide includes a secondary estimate regarding warehouse mortgage loans at the bottom.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
106
The slide uses a scenario-based valuation approach to demonstrate the upside potential of GSE reform.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
110
The slide uses a blue header for the core recommendation and a yellow callout box for the concluding thought.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
05
This appears to be a transcript from a documentary or investigative report regarding Herbalife's business practices.Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor Beat · Current Reality (Pain)Loop · Confession2 hits