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14
The chart highlights PSH's performance relative to benchmarks, with PSH in blue and indices in green.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Performance Review1 hit
15
The chart highlights PSH's significant outperformance compared to S&P 500, FTSE 100, MSCI World, and hedge fund indices.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Performance Review1 hit
17
The chart highlights the launch of PSH on December 31, 2012.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Performance Review1 hit
23
Pershing Square | Activist Presentation Deck | 68 slidesPershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Business Update1 hit
24
Includes a specific callout regarding Pershing Square's 10% acquisition in September 2021.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Business Update1 hit
25
Pershing Square | Activist Presentation Deck | 68 slidesPershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
26
The chart includes a reference line for the average cost basis of €18.27.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
28
The slide highlights key structural improvements such as opt-in mechanisms, reduced opportunity cost, and lack of underwriting fees.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
30
The slide uses a vertical process flow to track regulatory milestones.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
32
Pershing Square | Activist Presentation Deck | 68 slidesPershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Loop · Quick Win Big Bet1 hit
33
The slide uses a hierarchical bulleted list to define two primary pillars of their hedging philosophy.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Loop · Quick Win Big Bet1 hit
34
The slide uses a 'before-after' comparison to justify a past investment decision (purchasing interest rate hedges).Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
35
The slide provides a breakdown of financial performance for specific interest rate hedge instruments.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
36
The slide uses a green dashed oval to highlight the 'Multiple of Capital' column, emphasizing the high returns.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
40
Uses a binary comparison table format to contrast two business models.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
41
Includes a CAGR annotation for the 2017-2021E period.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
44
Pershing Square | Activist Presentation Deck | 68 slidesPershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
45
The chart uses bold borders to denote members of the Operational Leadership Group.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor 1 hit
48
The slide uses a structured list format to present three core pillars of the investment thesis.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
49
The chart includes annotations for the hiring of CEO Marvin Ellison and two Analyst Day events.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
50
Pershing Square | Activist Presentation Deck | 68 slidesPershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
51
The chart includes specific callouts for major events impacting the share price trajectory.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
54
The slide uses a structured list format to present the investment thesis.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
55
The chart uses callouts to link specific dates and corporate milestones (acquisitions and leadership changes) to the share price trajectory.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
59
The chart includes a dashed line representing the average cost basis of $359.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
60
The slide outlines legal developments and the firm's continued bullish stance on the entities.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
63
The chart includes annotations for specific corporate events and a baseline for the average cost at announcement.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
64
The chart highlights specific dates of investment activity and company performance milestones.Pershing Square | Activist Presentation Deck | 68 slides · Pershing Square Holdings
Deck Activist investor Beat · Portfolio Update1 hit
20
The slide uses a layered box diagram to show expansion of market opportunity through digital transformation.Rightmove | Results Presentation Deck | 35 slides · Rightmove
Conference presentation Investor relations Beat · Thesis HeadlineLoop · Cost Of Inaction1 hit
06
Explains the accounting treatment of bookings vs. recognized revenue over a 23-month user lifetime.Roblox | Results Presentation Deck | 32 slides · Roblox
Conference presentation Investor relations 1 hit