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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
+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
136,861-136,920 of 319,975
33
The slide uses a callout circle to emphasize the 12% spread in 2023 and 2024.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
34
The chart highlights a significant upward trend in market concentration, peaking at 39% in 2024.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
35
The chart highlights the valuation premium of the top 10 stocks relative to the rest of the index.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
36
The chart highlights the crossing of the 50% threshold in recent years.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
37
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
38
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
39
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
40
The chart uses a stacked bar approach to show return attribution. The bottom section includes a memo row for current NTM P/E multiples.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
41
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
42
The chart includes tenure in years for each employee and indicates new hires joining in early 2025.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
43
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
44
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
45
This slide serves as a summary of the investment case for UMG, likely from a Pershing Square activist presentation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
46
The chart uses callouts to correlate specific market events (Spotify/YouTube pricing, UMG corporate actions) with share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
47
This is a classic activist investor thesis slide summarizing the bull case for a portfolio company.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
48
The slide uses a timeline-annotated line chart to contextualize stock performance against specific company milestones.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
49
The slide uses a structured list format to present the investment thesis, focusing on business quality, growth, and valuation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
50
The chart uses callouts to correlate specific corporate milestones with share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
51
This slide uses a structured list format to present key investment pillars.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
52
The slide uses a comparison table to highlight a valuation gap between QSR and its primary competitors.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
53
The chart uses callout boxes to link specific dates to corporate milestones (acquisitions and leadership changes).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
54
This slide serves as a summary of the investment thesis for Chipotle, highlighting both historical performance and future growth drivers.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
55
The chart uses callouts to link specific historical events to share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
56
This slide serves as a high-level thesis summary for an activist investor presentation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
57
The slide justifies a specific financial instrument strategy (derivatives) as a way to maintain exposure while freeing up capital and avoiding 13-F disclosure.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
58
The chart highlights the negative impact of specific earnings reports and guidance changes on the stock price.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
59
The slide uses a structured list format to highlight key performance indicators and strategic outlooks.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
60
The slide highlights the growth of HLT stock relative to an initial cost basis of $73.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ProductLoop · Mece Breakdown1 hit
61
Slide 61 from an activist investor deck, likely Pershing Square.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
62
The slide uses a line chart with callout boxes to correlate specific corporate milestones with share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
63
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
64
The chart uses a timeline-based annotation style to correlate stock price movements with specific events.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
65
The slide uses a combination of bulleted lists and callout boxes to present a political and financial argument for GSE privatization.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
66
The chart uses a timeline-based annotation style to correlate market volatility with specific litigation and election events.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
67
Includes a specific callout box at the bottom summarizing the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
68
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
69
The chart uses a combination of bar segments (EBITDA and SBC) and a line for margins, with a dashed box for the long-term target.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
70
The slide highlights a disconnect between market price and fundamental earnings growth.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
71
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
72
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
73
Standard legal disclaimer page for an activist investor presentation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
74
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
75
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
01
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Attention1 hit
02
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Attention1 hit
03
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Attention1 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
The slide lists 6 directors with headshots and bulleted experience summaries.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 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
The slide highlights PSH's performance relative to benchmarks and notes the narrowing discount to NAV.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Need1 hit
09
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Need1 hit
10
The chart uses callout boxes to link specific financial events to fluctuations in the debt ratio.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 · Need1 hit
12
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Need1 hit
01
Includes a specific investment thesis callout at the bottom.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Beat · Attention1 hit
02
The slide uses a structured list format to outline the core pillars of the investment thesis.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Beat · InterestLoop · Cost Of Inaction1 hit
03
The chart uses a dual-axis approach (bars for absolute EBITDA, line for margin percentage) and includes a watermark.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
04
The slide highlights a valuation disconnect where earnings estimates have risen while the share price has declined.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
05
The slide uses a structured argument format to systematically dismantle the bear case regarding AVs.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Beat · Action1 hit