Matching slides 2,146
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Slide function

1,201-1,230 of 2,146

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The slide highlights high-multiple returns on specific hedging instruments during market volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
72
Uses external analyst validation to support the investment thesis regarding operating leverage.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
73
The slide uses direct quotes from investor conferences to establish a precedent for margin expansion potential.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
135
The slide uses a historical precedent (CDK) to frame a critique of the current target company (ADP).Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
168
The slide uses direct quotes to validate the thesis of margin expansion through SaaS transition.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
05
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
06
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
34
The slide uses a direct quote from a former Fed Chair to establish a historical precedent for the critique of the GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
35
The slide uses a high-authority quote to frame the target companies' business models as inherently flawed and dangerous.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
39
The slide uses a quote to establish the original intent of the conservatorship as a temporary stabilization measure.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
47
The slide includes a visual of a letter from Donald Trump to Rand Paul, with a specific callout box highlighting the core argument.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
53
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
56
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
61
The slide uses a quote to validate the activist's proposed capital requirement.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
71
The slide uses a pull-quote to provide external validation for the activist's thesis regarding GSE conservatorship exit.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
76
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
85
The table uses historical IPO data to validate the proposed IPO sizes for Fannie and Freddie.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
100
Uses quotes from Thomas P. Vartanian's amicus brief to support the thesis.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
101
The slide uses a direct quote from a legal/policy expert to support a legal argument regarding the scope of government claims in conservatorship.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
102
The slide uses a press release to establish credibility and a quote to support the thesis that GSE exit is a viable, historical goal.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
05
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Situation & Context1 hit
06
Uses historical precedent to frame a systemic crisis.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Situation & Context1 hit
34
The slide uses an authority citation to frame the villain (Fannie/Freddie) as exploitative.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
35
The slide uses a high-profile authority figure to validate the activist's critique of the target entities' business models.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
40
The slide highlights the financial structure of the 2008 GSE bailout and questions the Treasury's dividend collection strategy.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
47
The slide uses a visual of a letter to establish authority and historical context for the activist's argument.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
53
The slide uses a pull-quote to establish authority for the argument that insurance regulatory frameworks are more appropriate for GSEs.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
56
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
61
The slide uses a direct analyst quote to validate the activist's proposed capital requirement.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
36
The slide highlights the 'Multiple of Capital' for three distinct market events.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit