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 27,571-27,600
Pages 2,019
Rows per page 30
Component
27,571-27,600 of 60,557
43
The slide uses a red border to emphasize the GSE row compared to the other bailout recipients.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Loop · Iceberg1 hit
52
The slide uses a comparison frame to argue against applying bank-standard capital requirements to GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
54
The slide uses a comparison table to highlight risk profile differences between PMIs and GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
57
The table compares a baseline (2.5% capital) against four scenarios of higher ROE requirements.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
58
The slide argues that a 4% capital standard acts as a tax on homebuyers.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
59
The slide uses a comparison table to justify a specific capital requirement by highlighting lower risk factors for GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
77
The slide uses pie charts to show the composition of capital, highlighting the role of 'Credit for Excess Payments' in reducing private capital needs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
78
The slide uses a stacked bar chart to illustrate capital accumulation components (existing capital, retained earnings, and new raise).Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
80
The slide uses a stacked bar chart to illustrate the capital buildup.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
83
Includes annotations for IPO events and specific capital percentage targets.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
85
The table uses historical IPO data to validate the proposed IPO sizes for Fannie and Freddie.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
87
The table includes a mix of dollar amounts, basis points, and percentage growth rates.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
88
The table includes a specific 'Memo: Return Metrics' section at the bottom.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
89
The table uses a mix of dividend discount and multiple-based valuation logic.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
90
The table uses a multi-step DCF-style approach to arrive at a 2027 target price.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
93
The slide uses a checkmark-based comparison table to validate compliance with specific NYSE financial and distribution standards.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
94
The slide uses a comparison framework to position Fannie and Freddie between two distinct industry archetypes.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
95
The slide uses a blended median of P&C and Utility sectors to justify a valuation multiple for FNMA/FMCC.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
97
The table breaks down returns into Common Dividends and Proceeds from Stock Sales.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
99
The slide uses a scenario table to demonstrate the negative impact of SPS conversion on Treasury's equity value.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
43
The slide uses a red border to emphasize the GSE row, contrasting it with the other bailout recipients.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Loop · Hypothesis Test1 hit
52
The slide uses a comparison frame to argue against applying bank-standard capital requirements to GSEs.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
54
The slide uses a checkmark/cross comparison to highlight risk differences.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
57
The slide uses a financial model to demonstrate the impact of capital requirements on mortgage pricing and capital efficiency.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
58
The slide uses a specific scenario analysis to argue against higher capital requirements for GSEs.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
59
The slide uses a checkmark/cross matrix to illustrate risk exposure differences across three financial entities.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
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 & Approach1 hit
77
The slide uses pie charts to show the composition of capital, highlighting the role of 'Credit for Excess Payments' in meeting capital requirements.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
83
Includes IPO annotations for FNMA and FMCC. Data source: Company filings and Pershing Square estimates.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
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 1 hit