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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

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

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

136,681-136,740 of 319,975

filter-aware
12
The U.S. column is highlighted with a dashed oval to emphasize its outlier status.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
13
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
14
The U.S. is highlighted with a dashed oval to emphasize its unique reliance on MBS compared to European peers.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
15
The slide uses a clear, bulleted structure to explain the transformation of illiquid mortgages into liquid securities.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
16
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
17
Uses a hub-and-spoke diagram to contrast business models.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
18
Uses a hub-and-spoke diagram to contrast a 'good' business line with a 'bad' one.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
19
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
20
The slide uses a list-based argument structure to justify the thesis that the business model is low-risk.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
21
The slide uses a stacked bar chart to visualize the capital structure of a home purchase.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
22
Dual-axis charts showing LTV (bars) and FICO (lines) for both entities.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
23
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
24
Includes a watermark 'www.10xebitda.com'.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
25
The chart uses a grouped bar format to compare two entities over time.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
26
The chart demonstrates that credit losses were historically low except for the 2008-2012 period.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
27
The chart uses a broken axis (indicated by the tilde symbol) to accommodate the extreme negative values in 2009.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
28
The slide uses a stacked bar chart to contrast massive losses against a small capital requirement bar.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
29
The chart uses a split-axis style to contrast a negative loss figure with a positive capital requirement figure.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
30
The slide highlights the high risk of subprime/Alt-A loans relative to their portfolio size.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
31
The chart uses a waterfall-style logic to compare losses against capital buffers.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
32
The slide uses a hub-and-spoke diagram to contrast the risk profiles and market utility of the two business segments.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
33
The slide uses a balance sheet visualization to illustrate the high leverage (40:1 ratio implied by $100 assets vs $2.5 equity).Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
34
The slide uses an authority citation to frame the villain (Fannie/Freddie) as exploitative.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
35
The slide uses a high-profile authority figure to validate the activist's critique of the target entities' business models.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
36
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
37
The chart uses a red arrow to emphasize the decline in assets.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
38
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
39
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
40
The slide highlights the financial structure of the 2008 GSE bailout and questions the Treasury's dividend collection strategy.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
41
The slide uses a vertical bar chart to contrast pre- and post-sweep profitability, implying the government timed the sweep to capture earnings.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
42
The chart highlights a specific one-time accounting draw in 2017 due to tax reform.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Loop · Hypothesis Test1 hit
43
The slide uses a red border to emphasize the GSE row, contrasting it with the other bailout recipients.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Loop · Hypothesis Test1 hit
44
The chart uses a grouped bar chart format to compare two entities over time, with callout boxes annotating specific policy changes.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Loop · Hypothesis Test1 hit
45
The slide argues that the amendment is largely procedural rather than substantive.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Loop · Hypothesis Test1 hit
46
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
47
The slide uses a visual of a letter to establish authority and historical context for the activist's argument.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
48
The slide uses a mix of bullet points and a highlighted callout box to summarize the investment thesis.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
49
The slide uses alternating grey background bars for readability.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
50
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
51
The slide uses a green callout box to highlight the regulatory critique.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
52
The slide uses a comparison frame to argue against applying bank-standard capital requirements to GSEs.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
53
The slide uses a pull-quote to establish authority for the argument that insurance regulatory frameworks are more appropriate for GSEs.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
54
The slide uses a checkmark/cross comparison to highlight risk differences.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
55
Uses a stacked bar visual to represent LTV coverage ranges.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
56
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
57
The slide uses a financial model to demonstrate the impact of capital requirements on mortgage pricing and capital efficiency.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
58
The slide uses a specific scenario analysis to argue against higher capital requirements for GSEs.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
59
The slide uses a checkmark/cross matrix to illustrate risk exposure differences across three financial entities.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
60
The chart uses a mix of negative bars (losses) and positive bars (capital) to illustrate the adequacy of the proposed capital buffer.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
61
The slide uses a direct analyst quote to validate the activist's proposed capital requirement.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
62
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
63
The slide uses a two-part argument structure to justify capital requirements.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
64
The chart uses a waterfall-like comparison to show the coverage ratio of proposed capital vs historical losses.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
65
The slide uses a 'demand list' format to advocate for regulatory changes regarding GSEs.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
66
The slide outlines specific regulatory and market advantages for GSE MBS that are deemed essential.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
67
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
68
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
69
The slide argues for modifying the Senior Preferred Stock Purchase Agreements (PSPAs) to act as a backstop, detailing the financial commitment and the need for modified terms to allow for private capital raises.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
70
Uses a stacked bar chart to compare historical losses against the proposed capital buffer.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
71
The slide uses a direct quote from a ratings agency to preempt concerns about credit rating downgrades upon exiting conservatorship.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit