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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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319,974
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Slide collection

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01
Slide 1
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Includes a specific callout regarding the widening discount to NAV.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Includes details on bond redemption, capital structure, and debt metrics.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The chart uses callout boxes to link specific financial events to fluctuations in the debt ratio line.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The slide emphasizes financial stability and risk mitigation through specific debt structure choices.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The table highlights the alignment of interest by showing the percentage of equity held by insiders.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Includes a footer note regarding Pershing Square's acquisition of a 10% stake in UMG.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The slide uses a structured list format to present the core pillars of the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The chart includes a dashed line representing the average cost basis of €18.27.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Slide 27 of the deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The slide highlights key structural improvements: opt-in model, reduced opportunity cost, capital tailoring, extended duration, no underwriting fees, and simplified capital structure.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The slide uses a vertical timeline format with color-coded blocks for years and specific events.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The chart tracks the divergence between the unit price (including warrants) and the share price post-separation.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The slide uses a split-layout to contrast new investments (logos) with exited investments (table).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The slide uses a hierarchical bulleted list to define the investment philosophy.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The slide uses a 'before-after' structure to validate a past investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The slide highlights the performance of specific financial instruments (swaptions) used as a hedge.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The slide highlights the 'Multiple of Capital' for three distinct market events.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The slide uses a line chart to justify an entry point based on a return to pre-pandemic valuation levels.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Slide 38 of an activist investor deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Includes a CAGR annotation and a table row for market share percentage.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The slide uses a callout box at the bottom to extend the thesis to international markets.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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This slide provides a status update on personnel and operational resilience.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The chart highlights specific individuals as Operational Leadership Group Members via bold borders.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The slide highlights the pedigree and experience of the investment team to establish credibility.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The slide uses a structured list format to present three core pillars of the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The chart highlights the impact of CEO hiring and Analyst Day events on share price trajectory.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The chart uses callout boxes to link specific dates/events to movements in the share price line.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The chart highlights the impact of Pershing Square's involvement and subsequent leadership changes on CMG's stock price.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The slide uses a structured list format to present three core pillars of the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The chart uses callout boxes to correlate specific corporate events (acquisitions, leadership changes) with share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The chart highlights specific strategic milestones alongside stock performance.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The slide highlights the contrast between initial performance and recent decline, using specific event annotations to explain the volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The slide uses a contrast-based structure to acknowledge legal setbacks while pivoting to long-term investment thesis points.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The chart uses callout boxes to correlate specific historical events with share price volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Includes callouts for Pershing Square investment announcement and Analyst Day.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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The chart highlights the entry and exit points of Pershing Square's investment in SBUX.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Page number 67 indicates this is the final slide of the deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
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