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Preempt Rebuttal
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This slide is part of an activist investor presentation (Pershing Square) arguing for a short position.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
54
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
25
The slide uses a table to show that stock price appreciation during the diligence phase limited the firm's ability to accumulate larger positions in Hilton, Nike, and S&P Global.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
74
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
155
The slide uses a 'preempt_rebuttal' structure by acknowledging current headwinds (sub-scale, transformation, R&D spend) to argue for higher future margins.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
17
Includes a list of portfolio company logos at the bottom.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
39
The slide uses a timeline-annotated line chart to frame market events as misunderstandings or manageable issues.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · Evidence1 hit
70
The slide uses a two-part structure: positive performance highlights followed by a rebuttal to market concerns about oil price exposure.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
83
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor 1 hit
07
The slide uses a callout box to emphasize the 'pyramid scheme' conclusion.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
14
The slide functions as a legal argument slide, using quotes from an FTC complaint to dismantle the 'retail-based' defense.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
35
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
52
The slide uses a structured list to present legal grievances, concluding with a status update on ongoing litigation.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
58
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Uses a testimonial/quote from industry associations to bolster the argument against change.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
88
The table shows a hypothetical scenario analysis of GSE financial performance during the 2007-2011 period.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
89
The slide uses a financial model to argue that current g-fees are sufficient to cover historical loss rates, preempting arguments that higher capital requirements would make the business model unviable.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
21
Uses a stacked bar chart to illustrate capital structure seniority.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
29
The slide uses a waterfall-style bridge to contrast actual losses with capital requirements.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 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
91
This is a classic 'preempting the skeptic' slide, framing a potential counter-argument to the activist's thesis.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 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
98
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 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
10
The slide uses a yellow background callout box to emphasize the legal constraints.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Analogy1 hit
09
Uses a timeline-annotated line chart to frame market volatility as a series of events to be addressed.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Complication1 hit
21
The slide uses a 'villain' framing by contrasting the high penalties of established peers against the absence of the target company (Valeant).Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Preempt Rebuttal1 hit
60
The slide uses a contrast-based structure to acknowledge legal setbacks while pivoting to long-term investment thesis points.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
64
This is an activist short-seller slide (Pershing Square) framing regulatory risk as a catalyst for the company's collapse.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit