slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
Current window 2,821-2,850
Pages 210
Rows per page 30
Framework
2,821-2,850 of 6,294
08
Includes a specific callout regarding the widening discount to NAV.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
16
The chart uses a blue bar for PSH and green bars for benchmarks to visually distinguish the subject from the peer group.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
22
The chart highlights the 'down months' performance with a red dashed box, emphasizing PSH's lower volatility/loss compared to the S&P 500.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
18
The chart uses a visual separator to distinguish the subject (PSH) from the market and peer benchmarks.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
19
The chart uses a dashed line to visually separate the primary subject (PSH NAV) from the benchmark indices.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
12
The U.S. column is highlighted with a dashed oval to emphasize its outlier status.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
14
The U.S. bar is highlighted with a dashed oval to emphasize its outlier status.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
18
The slide uses a hub-and-spoke diagram to contrast the two business lines.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
28
The slide uses a split-bar chart to contrast massive losses against a small capital requirement.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
43
The slide uses a red border to emphasize the GSE row compared to the other bailout recipients.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Loop · Iceberg1 hit
52
The slide uses a comparison frame to argue against applying bank-standard capital requirements to GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
54
The slide uses a comparison table to highlight risk profile differences between PMIs and GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
55
Uses a stacked bar chart to visualize LTV coverage ranges.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
59
The slide uses a comparison table to justify a specific capital requirement by highlighting lower risk factors for GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
70
The slide uses a stacked bar chart to contrast historical losses against the total available capital buffer.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
72
The slide uses market benchmarks to justify a specific fee level, framing it as a conservative estimate.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
93
The slide uses a checkmark-based comparison table to validate compliance with specific NYSE financial and distribution standards.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
94
The slide uses a comparison framework to position Fannie and Freddie between two distinct industry archetypes.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
95
The slide uses a blended median of P&C and Utility sectors to justify a valuation multiple for FNMA/FMCC.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
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
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
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
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
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
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
07
The chart highlights a significant outperformance of the fund compared to the S&P 500 index.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
15
The chart highlights PSH's performance relative to S&P 500, FTSE 100, MSCI World, HFRX Activist Index, and HFRX Equity Hedge Index.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction1 hit
20
The chart uses a red dashed box to emphasize the 'Down Months' performance comparison.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
40
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit