Matching slides 3,642
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Framework

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The slide uses a red dashed box to emphasize the 'Down Months' performance, which is the core argument for the strategy's defensiveness.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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The chart uses a dotted line to visually connect the peak loss points for both indices in March 2009.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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The slide uses a callout box to highlight the specific drawdown period in March 2020.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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The chart uses callout boxes to correlate specific corporate milestones with share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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The chart highlights specific events (COVID-19 impact, recovery, and inflation-driven pricing) that influenced the share price.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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The slide uses a 'bad news/good news' structure to pivot from legal setbacks to investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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The slide uses a callout box to attribute the sharp drop in share price to the Q1 2022 earnings report.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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The chart highlights specific operational changes and financial events alongside the stock price trajectory.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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The slide uses a callout box to annotate a specific historical investor presentation as a turning point in the firm's strategy.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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The chart uses callouts to link specific dates to corporate events, framing the stock's performance trajectory.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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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
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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
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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
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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
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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
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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
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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
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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
Activist deck Activist investor Beat · Visualization1 hit
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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
Activist deck Activist investor Beat · Visualization1 hit
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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
Activist deck Activist investor Beat · Visualization1 hit
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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
Activist deck Activist investor Beat · Visualization1 hit
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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
Activist deck Activist investor Beat · Visualization1 hit
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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
Activist deck Activist investor Beat · Visualization1 hit
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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
Activist deck Activist investor Beat · Visualization1 hit
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Includes callouts for Pershing Square investment announcement and Analyst Day.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
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The chart highlights the impact of CEO hiring, quarterly earnings reports, and analyst days on share price.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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The chart highlights the share price trajectory relative to the Pershing Square entry point ($77*).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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The chart uses a dashed line to indicate the average cost at announcement date ($73).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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The slide uses callout boxes to link specific corporate milestones to share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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The slide justifies an exit strategy by highlighting poor performance and negative management sentiment.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit