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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
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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

136,921-136,980 of 319,975

filter-aware
13
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
14
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
15
The slide uses a list-based structure to highlight three primary value drivers.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
16
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
17
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
18
The slide outlines a structured financial instrument with specific call options and governance rights.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
19
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
20
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
21
The chart uses a dashed vertical line to separate PSH performance from market indices and peer benchmarks.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
22
The chart uses a vertical dashed line to mark the 2018 'Return to Our Roots' strategic shift, dividing the timeline into three distinct periods.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
23
The slide uses a textured background for the list and a grid of icons for the summary.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
24
The slide uses a vertical dashed line to separate the subject (PSH) from the benchmark indices.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
25
The table distinguishes between PSLP (unlevered) and PSH (modestly levered) fee structures.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
26
The chart highlights significant outperformance since firm inception (2,644% vs 836%).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
27
The chart highlights superior performance in down months for PSLP/PSH compared to the S&P 500.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
28
The chart highlights PSH's performance in down months using a red dashed box.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
29
The slide breaks down performance contributors, with a note explaining that positions under 50 basis points are aggregated.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
30
The slide provides a breakdown of negative performance contributors for the year 2025.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
31
The table highlights the alignment of interest through 'Insider Capital' as a percentage of equity.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
32
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
33
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
34
The slide uses a clear split between acquisitions and exits to demonstrate portfolio turnover.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
35
The slide uses a list-based structure to present investment thesis summaries for Amazon, Meta, and Hertz.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
36
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
37
The chart includes tenure in years for each individual listed. The asterisk denotes members of the Investment Team.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
38
The table highlights the high level of experience and long tenure of the investment team.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
39
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
40
The chart shows a clear recovery and growth trajectory post-COVID-19.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
41
The slide uses a simple bar chart to establish a premise of market strength before potentially pivoting to a critique of valuation.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
42
The chart uses a stacked bar approach to show the attribution of market returns.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
43
The slide uses a split-chart approach to contrast two distinct time periods.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
44
The slide highlights the concentration of growth in the top 10 companies, justifying the portfolio's exposure to these names.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
45
The slide uses a causal argument linking EPS growth to P/E expansion.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
46
The slide uses a comparison frame to justify portfolio concentration in specific high-growth tech stocks.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
47
The slide uses a narrative-driven 'before/after' framing to justify an investment entry point based on market mispricing.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
48
The slide highlights the 'value' proposition of UBER by contrasting the compression of the P/E multiple against the growth of EPS.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
49
The slide uses a dual-axis line chart to show absolute and relative P/E multiples, with a table for summary statistics.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
50
The slide uses a line chart to show valuation convergence and a data table to quantify the multiples.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
51
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
52
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
53
The slide uses a line chart to correlate share price movement with specific strategic announcements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
54
Slide 54 from a Pershing Square activist deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
55
The chart highlights the average cost at announcement ($67) and correlates specific news events with share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
56
The slide uses a callout box at the bottom to emphasize the potential valuation of the taxpayer asset.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
57
The slide uses a timeline-annotated line chart to correlate share price volatility with specific news events.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
58
This slide serves as an investment thesis summary for an activist investor (Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
59
The slide uses callout boxes to explain specific price movements relative to earnings and market sentiment.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
60
The slide uses a structured list format to present the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
61
The chart highlights specific events impacting share price, including management changes, capital market days, and major shareholder transactions.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
62
Slide 62 from an activist investor deck (likely Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
63
The slide uses a timeline-annotated line chart to correlate specific company milestones with share price movement.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
64
Includes a callout box at the bottom summarizing the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
65
The slide uses a structured list format to present four key pillars of the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
66
The chart includes a callout box explaining a price spike due to Q4 results and 2026 guidance.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
67
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
68
The chart uses callouts to link specific corporate milestones (acquisitions, leadership changes) to share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
69
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
70
The slide uses callouts to link specific corporate milestones to share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
71
The slide uses a line chart to demonstrate value creation following a specific corporate event.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
72
This is a classic activist investor thesis slide summarizing the investment case for Hertz.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit