slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 12,361-12,390
Pages 3,225
Rows per page 30
Component
12,361-12,390 of 96,741
08
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain2 hits
18
The slide details the transition of HHH into a holding company managed by Pershing Square leadership.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SolutionLoop · Before After2 hits
22
Includes an embedded screenshot of a 2018 investor presentation slide to highlight a strategic pivot point.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
25
The table distinguishes between PSLP (unlevered) and PSH (modestly levered) fee structures and performance periods.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
38
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size2 hits
39
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size2 hits
40
The chart uses a stacked bar approach to show return attribution. The bottom section includes a memo row for current NTM P/E multiples.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size2 hits
47
This is a classic activist investor thesis slide summarizing the bull case for a portfolio company.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown2 hits
49
The slide uses a structured list format to present the investment thesis, focusing on business quality, growth, and valuation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown2 hits
50
The chart uses callouts to correlate specific corporate milestones with share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown2 hits
54
This slide serves as a summary of the investment thesis for Chipotle, highlighting both historical performance and future growth drivers.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown2 hits
56
This slide serves as a high-level thesis summary for an activist investor presentation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown2 hits
57
The slide justifies a specific financial instrument strategy (derivatives) as a way to maintain exposure while freeing up capital and avoiding 13-F disclosure.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown2 hits
59
The slide uses a structured list format to highlight key performance indicators and strategic outlooks.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown2 hits
60
The slide highlights the growth of HLT stock relative to an initial cost basis of $73.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown2 hits
72
The slide uses market data to justify a specific financial proposal (the PSPA commitment fee).Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach2 hits
85
The table uses historical IPO data to validate the proposed IPO sizes for Fannie and Freddie.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 2 hits
97
The table shows a total return of $311 billion over the period.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 2 hits
98
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 2 hits
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 2 hits
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 & Proof2 hits
11
The slide uses a visual anchor to contrast the $90 issuance price against the $61.46 unaffected price to demonstrate underperformance.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof2 hits
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 2 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 2 hits
30
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 2 hits
34
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 2 hits
43
The slide uses a table to break down fee attribution by shareholder group, highlighting that only 52% of fees are truly incremental.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 2 hits
44
The slide uses a green callout box to highlight the core strategic question.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 2 hits
50
The slide uses a 'preempt_rebuttal' structure to argue that the company has no viable alternatives if the activist's proposal is rejected.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 2 hits
51
The slide uses a historical stock chart to support a narrative about investor sentiment during a specific transformation period.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 2 hits