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Matching slides 58,039
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Pages 1,935
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18,601-18,630 of 58,039
38
The chart includes a horizontal dashed line indicating the 'Average Negotiated Purchase Price' of €18.27.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
44
The chart uses a dashed line to indicate the average cost at announcement ($16) and vertical dotted lines to mark specific corporate milestones.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
09
The chart highlights the dominance of GSEs in the mortgage market, particularly post-2008.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
10
The chart illustrates the displacement of private-label MBS by GSEs following the 2008 financial crisis.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
11
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
22
Dual-axis charts showing LTV (bars) and FICO (lines) for both GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
25
The chart uses a grouped bar format to compare two entities over time.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
27
The chart uses a broken axis (indicated by the tilde symbol) to accommodate the extreme negative values in 2009.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
31
The chart compares a $20bn capital requirement against a $(27)bn loss, suggesting near-sufficiency.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
42
The chart includes a specific callout regarding a 2017 one-time draw due to tax reform.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Loop · Iceberg1 hit
44
The chart illustrates the transition from net worth sweeps to capital retention policies.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
75
The chart uses a stacked bar approach to show the base return vs excess return.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
86
Slide 85 of the deck.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
87
The table includes a mix of dollar amounts, basis points, and percentage growth rates.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
88
The table includes a specific 'Memo: Return Metrics' section at the bottom.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
96
The slide emphasizes that despite IPOs, the US government retains majority control, while also arguing for the broad distribution of remaining shares.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
09
The chart highlights the dominance of GSEs in the mortgage market over time.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Situation & Context1 hit
10
The chart illustrates the post-2008 collapse of the private-label MBS market and the subsequent dominance of GSEs.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Situation & Context1 hit
25
The chart uses a grouped bar format to compare two entities over time.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
26
The chart demonstrates that credit losses were historically low except for the 2008-2012 period.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & Complication1 hit
27
The chart uses a broken axis (indicated by the tilde symbol) to accommodate the extreme negative values in 2009.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
37
The chart uses a red arrow to emphasize the decline in assets.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
42
The chart highlights a specific one-time accounting draw in 2017 due to tax reform.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Loop · Hypothesis Test1 hit
44
The chart uses a grouped bar chart format to compare two entities over time, with callout boxes annotating specific policy changes.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Loop · Hypothesis Test1 hit
75
The chart uses a before-after comparison for each entity to demonstrate the return on investment.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
83
Includes IPO annotations for FNMA and FMCC. Data source: Company filings and Pershing Square estimates.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
86
The slide outlines specific bps (basis points) and percentage assumptions for G-fees, commitment fees, asset growth, and dividend payouts.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
87
The table uses a mix of absolute dollar values and basis points (bps) to project financial performance.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
06
Includes footnotes detailing specific instruments and tranches.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
14
Page number -14- at bottom.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit