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319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

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319,975
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319,974
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Slide collection

135,001-135,060 of 319,975

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01
Slide 1
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
02
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
04
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Attention1 hit
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
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The chart highlights the significant outperformance of Pershing Square (696.2%) compared to the S&P 500 (132.1%).Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Interest1 hit
07
The slide highlights superior performance in down markets compared to the S&P 500.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Interest1 hit
08
The slide displays two side-by-side tables categorizing investments as 'Winners' or 'Losers' with their respective percentage returns.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
11
The chart includes a horizontal dashed line representing the historical average of 13.6%.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Desire1 hit
12
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Desire1 hit
13
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Desire1 hit
14
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Desire1 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
16
The diagram uses a central triangle to represent the entity, with arrows indicating capital inflows from public and private sources.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Desire1 hit
17
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Desire1 hit
79
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
80
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
81
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
82
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
83
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
84
The slide uses a waterfall-style comparison to justify a capital increase.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
86
The chart uses a stacked bar visual to represent LTV coverage ranges (0-80% vs 80-100%).Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
87
Fannie Mae & Freddie Mac (FNMA / FMCC)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
90
The slide uses a downward arrow to visually emphasize the reduction strategy.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
91
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
92
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
93
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
94
Fannie Mae & Freddie Mac (FNMA / FMCC)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
96
The slide uses a hypothetical scenario to demonstrate earnings potential based on regulatory fee adjustments.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
98
Fannie Mae & Freddie Mac (FNMA / FMCC)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
100
The chart shows a transition from dividend-heavy payments to retained earnings for common equity.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
101
The chart illustrates a 10-year earnings projection totaling $146 billion.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
102
The slide includes a secondary estimate regarding warehouse mortgage loans at the bottom.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
103
The slide uses a bar chart to demonstrate the inverse relationship between g-fee levels and the time required to reach a specific capital ratio.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
104
Fannie Mae & Freddie Mac (FNMA / FMCC)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
107
The slide uses a before-after style comparison to illustrate the 'effective' ownership increase.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
109
The slide references historical precedents (AIG and Citi) to support the proposed conversion strategy.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
110
The slide uses a blue header for the core recommendation and a yellow callout box for the concluding thought.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
111
The slide uses a list format to enumerate the negative impacts of inaction.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
Slide 1
The slide is a transcript of video footage containing personal accounts of financial loss.Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor Beat · Hook1 hit
02
This appears to be a transcript from a documentary or investigative report (likely related to the Glenn Beck segment mentioned).Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor Beat · Current Reality (Pain)Loop · Confession1 hit
03
Transcript of video content featuring former distributors and corporate messaging.Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor Beat · Current Reality (Pain)Loop · Confession1 hit
04
The slide is a raw text transcript of interviews or statements.Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor Beat · Current Reality (Pain)Loop · Confession1 hit
05
This appears to be a transcript from a documentary or investigative report regarding Herbalife's business practices.Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor Beat · Current Reality (Pain)Loop · Confession1 hit
06
The slide is a raw text transcript of video/audio testimony.Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor Beat · The BridgeLoop · Confession1 hit
07
The slide is a transcript of testimonials/interviews, likely from a documentary or legal deposition.Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor Beat · The BridgeLoop · Confession1 hit
08
Transcript of interviews with former distributors.Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor Beat · Future Vision (Gain)Loop · Confession1 hit
09
The content appears to be a transcript from a video or interview session.Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor Beat · Future Vision (Gain)Loop · Confession1 hit
10
This appears to be a transcript of a video or audio recording.Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor 1 hit