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 27,601-27,630
Pages 2,019
Rows per page 30
Component
27,601-27,630 of 60,557
05
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
10
Includes YTD 2025 data and a specific callout regarding discount to NAV.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
24
The chart uses a dashed line to visually separate the primary subject (PSH) from the benchmark indices.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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 1 hit
27
The table lists specific contributors with performance above 50 basis points, with smaller positions aggregated.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
28
Positions with contributions < 50 bps are aggregated.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
29
The table breaks down AUM into Total and Equity, and Insider Capital into Total and % of Equity for three specific funds.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
33
The slide uses a callout circle to emphasize the 12% spread in 2023 and 2024.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
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 Size1 hit
87
The table uses a mix of absolute dollar values and basis points (bps) to project financial performance.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
88
Includes a watermark '10X' in the center of the table area.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
89
The table uses a DCF-style approach with interim dividends and a terminal value based on a 15x multiple.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
90
The table uses a multi-step valuation approach starting from 2035E projections, discounting back to 2027, and applying an IPO discount.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
93
The table uses checkmarks to indicate compliance with specific distribution and financial standards.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
94
The slide uses a comparison framework to establish a valuation thesis.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
95
Includes market capitalization, return on equity metrics, trading multiples, and shareholder return data.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
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 1 hit
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 1 hit
06
Includes a callout box explaining Bill Ackman's personal look-through ownership.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
17
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a table to reconcile total post-transaction shares with the specific look-through stake of the Pershing Square team.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
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 1 hit
27
The slide highlights the efficacy of Pershing Square's hedging strategy as a counter-narrative to HHH/GGP's performance.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
36
Uses a contrast-based framework to highlight HHH's superior fee and governance structure compared to standard PE.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
38
The slide highlights the fee structure differences between Brookfield's standard entities and HHH, specifically noting HHH's lack of performance fees.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
39
The slide uses a comparison table to justify a lower fee ratio for the proposed HHH entity.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a contrast-based layout to highlight the competitive advantages of the HHH Services Agreement (no performance fees, no upfront commissions, daily liquidity).Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
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The slide highlights the total fee burden as a percentage of average NAV.Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a contrast-based layout to highlight the competitive advantages of the HHH Services Agreement (no performance fees, daily liquidity).Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
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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 1 hit