slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
Current window 27,361-27,390
Pages 2,019
Rows per page 30
Component
27,361-27,390 of 60,557
05
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Interest1 hit
09
Includes a footnote regarding HKD call options for specific years.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Interest1 hit
10
Includes a detailed disclaimer regarding the calculation of AUM and specific fund inclusions.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Interest1 hit
15
The slide uses checkmarks and an 'x' to visually indicate goal attainment.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Desire1 hit
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 · Desire1 hit
19
The slide uses a simple table to demonstrate the liquidity benefit of permanent capital structures.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Desire1 hit
33
The slide uses a red box to highlight the delta in growth, emphasizing the negative trend.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
05
Pershing Square Portfolio (multiple positions)Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Humble Origins1 hit
07
The slide uses a split-table format to contrast positive and negative performance contributors.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Humble Origins1 hit
08
The table highlights the dual-contribution strategy of the fund.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Humble Origins1 hit
09
Includes a footnote clarifying the relationship between PSV funds and the core funds.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Humble Origins1 hit
51
The slide uses a red box to highlight North America and Mexico as the primary drivers of the decline.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
56
The slide uses a green table to contrast goals with outcomes, using checkmarks for success and an 'x' for the failure to trade at a premium.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
62
The slide highlights that broker trading volume is 2.2x exchange traded volume.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
97
The slide uses a pro-forma bridge to justify the acquisition price and expected returns.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
98
The slide uses a hypothetical scenario to justify a valuation premium based on asset acquisition scale.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
103
The slide uses a calculation table to demonstrate the break-even point for the transaction value.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
61
The slide uses historical IPO data to frame a problem regarding capital availability for new market participants.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
63
The slide uses a hypothetical cost structure based on Essent Group to demonstrate the unprofitability of new entrants.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
64
The slide uses a scenario table to demonstrate the impact of varying capital requirements on required G-fees.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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 Inaction1 hit
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 Inaction1 hit
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 Inaction1 hit
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 Inaction1 hit
97
The table uses a waterfall-style logic to arrive at net income from G-fees.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
99
The slide uses a buildup approach to determine the capital gap.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
105
The slide uses a standard valuation buildup approach to derive future share price and warrant value.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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 Inaction1 hit
108
The slide uses a checkmark/cross comparison matrix to advocate for a specific policy path.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
02
The slide functions as a critical analysis of Herbalife's business practices, using an analyst's report to expose potential weaknesses.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Situation & Context1 hit