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Matching slides 96,741
Current window 12,301-12,330
Pages 3,225
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Component
12,301-12,330 of 96,741
08
Includes a specific callout regarding the widening discount to NAV.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
09
Includes details on bond redemption, capital structure, and debt metrics.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
29
The chart uses a dotted line to visually connect the peak loss points for both indices in March 2009.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
31
The slide highlights PSH's resilience during market downturns.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
40
The slide uses a structured block-based layout to present the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
41
The chart includes a baseline reference of $86* and highlights specific analyst days and strategic announcements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
48
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
50
The slide uses a 'bad news/good news' structure to pivot from legal setbacks to investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
52
The slide uses a structured list format to present the core investment arguments.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
55
The slide uses a callout box to attribute the sharp drop in share price to the Q1 2022 earnings report.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 2 hits
08
Includes footnotes regarding index definitions and PSH share price performance.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
16
Uses a mathematical equation to illustrate financial impact.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown2 hits
20
Includes fee structure context for PSLP and PSH.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown2 hits
39
This slide outlines the core investment thesis for Alphabet, structured by key value drivers.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
41
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
44
The chart uses a dashed line to indicate the average cost at announcement ($16) and vertical dotted lines to mark specific corporate milestones.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
47
The slide highlights operational strength, corporate restructuring (spin-off), and activist investor confidence.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
50
The chart uses a timeline-based annotation approach to correlate corporate events with stock price volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
52
The slide uses a timeline-annotated line chart to correlate share price volatility with specific litigation and policy milestones.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
54
The slide uses a color-coded block structure to contrast past success with current exit rationale.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
15
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 2 hits
24
Slide 23 of the deck.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication2 hits
25
The chart uses a grouped bar format to compare two entities over time.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication2 hits
27
The chart uses a broken axis (indicated by the tilde symbol) to accommodate the extreme negative values in 2009.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment2 hits
29
The slide uses a waterfall-style bridge to contrast actual losses with capital requirements.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment2 hits
31
The chart compares a $20bn capital requirement against a $(27)bn loss, suggesting near-sufficiency.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication2 hits
33
The slide uses a balance sheet visualization to show how $100 in assets was funded by $97.5 debt and $2.5 equity, resulting in a 40% ROE.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 2 hits
59
The slide highlights the contrast between initial performance and recent decline, using specific event annotations to explain the volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization2 hits
60
The slide uses a contrast-based structure to acknowledge legal setbacks while pivoting to long-term investment thesis points.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization2 hits
61
The chart uses callout boxes to correlate specific historical events with share price volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization2 hits