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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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Showing 319,974 described slides — 100.0% of 319,975 rendered pages
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Slide collection
136,321-136,380 of 319,975
24
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
25
The slide uses a case study approach to demonstrate the efficacy of the firm's activist strategy.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
26
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
27
The chart uses color-coded borders to distinguish between operational leadership group members and new roles/additions.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
28
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
29
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
30
Includes a callout box at the bottom explaining the investment thesis/entry point.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
31
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
32
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
33
The slide uses a bar chart comparison to illustrate operational inefficiency at Agilent relative to Waters.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
34
The slide uses a bar chart to justify a potential increase in leverage for Agilent.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
35
The chart highlights the impact of Pershing Square's investment announcement and earnings reports on share price.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
36
The slide uses a structured list format to present the investment thesis for Berkshire Hathaway.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
37
The slide uses a callout to annotate a specific point in the time series data.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
38
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
39
The chart highlights the correlation between activist intervention/management changes and share price appreciation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
40
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
41
The chart highlights specific earnings calls as catalysts for share price movement.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
42
The slide uses a classic activist investor thesis structure: strong fundamentals + valuation gap = upside.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
43
The chart includes a baseline of $16* representing the average cost since the merger with Justice Holdings.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
44
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
45
The chart uses callout boxes to correlate specific dates and events with stock price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
46
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
47
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
48
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
49
The chart highlights the impact of strategic announcements on share price performance.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
50
The slide uses a chronological list structure to build a case for investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
51
The slide uses a timeline-annotated line chart to correlate stock price volatility with specific regulatory and legal milestones.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
52
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
53
Slide 53 from an activist investor deck (Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
54
The slide highlights the correlation between specific corporate events and share price movement following Pershing Square's investment.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
55
This slide serves as a case study of a successful activist investment, highlighting the transformation initiatives and the resulting financial returns.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
56
The chart highlights the period of the 'ADP Proxy Contest' and subsequent operational improvements.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
57
The slide uses a color-coded structure to contrast the original investment thesis (blue) with the contradictory merger action (red) and the resulting loss of confidence (green).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
58
The slide uses a timeline-annotated line chart to correlate corporate events with stock price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
59
The chart uses a dashed line to indicate the initial purchase price of $10.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
60
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
61
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
62
Page number 62 at the bottom.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
01
This is a formal investor letter regarding a specific portfolio divestment.Netflix, Inc. (NFLX) · William A. Ackman
Shareholder letter Activist investor Beat · Attention1 hit
01
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
02
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
03
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
04
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Attention1 hit
05
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Attention1 hit
06
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
07
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
08
Includes a specific callout regarding the widening discount to NAV.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Need1 hit
09
Highlights 2021 bond issuances within the broader debt maturity profile.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Need1 hit
10
The chart highlights specific capital market transactions (issuances and redemptions) against the leverage ratio trend line.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Need1 hit
11
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
12
The slide outlines a multi-pronged approach to closing the valuation gap, emphasizing performance, index inclusion, and capital allocation.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
13
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
14
The chart highlights PSH's performance relative to benchmarks, showing it outperformed all but the S&P 500.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
15
The chart highlights PSH's performance relative to S&P 500, FTSE 100, MSCI World, HFRX Activist Index, and HFRX Equity Hedge Index.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
16
The table includes a compound annual return row at the bottom.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
17
The chart highlights the launch of PSH on December 31, 2012, with a vertical dashed line.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
18
The table aggregates positions with contributions of less than 50 basis points.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
19
The table breaks down detractors by specific positions and interest expenses.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
20
The chart uses a red dashed box to emphasize the 'Down Months' performance comparison.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit