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Executive Summary
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2,431-2,460 of 5,545
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The slide serves as a company profile and thesis summary for an activist investor deck.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor 1 hit
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Multiple holdings (Pershing Square portfolio)Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
79
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
50
The slide serves as a summary of the investment thesis and the final outcome (exit).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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The slide uses a structured list format to present the investment thesis for UTX.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Before After1 hit
50
The slide uses a classic 'thesis-antithesis' structure where the top sections establish the company's strength and the bottom callout introduces the market underperformance.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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The slide highlights operational strength, corporate restructuring (spin-off), and activist investor confidence.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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Includes a callout box at the bottom explaining the investment thesis/entry point.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
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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 Beat · EvidenceLoop · Cost Of Inaction1 hit
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The slide uses a 'good news, bad news' structure, ending with a critical takeaway in a blue callout box.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
74
The slide highlights EBITDA growth, FX headwinds, leadership turnover, guidance cuts, and high leverage.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
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This is the first page of a formal shareholder letter/proposal.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Situation & Context1 hit
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This is a page from a shareholder letter detailing the mechanics of a proposed transaction.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Situation & Context1 hit
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Page 3 of a shareholder letter.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Situation & ContextLoop · Golden Circle1 hit
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Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · Pershing Square Holdings
Press release Activist investor 1 hit
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This is a formal investor letter regarding a specific portfolio divestment.Netflix, Inc. (NFLX) · William A. Ackman
Shareholder letter Activist investor Beat · Attention1 hit
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Includes a footer note regarding Pershing Square's acquisition of a 10% stake in UMG.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
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Slide 38 of an activist investor deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)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 structured list format to present three core pillars of the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
42
The slide serves as a company profile and thesis summary for an activist investor deck.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
46
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
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The slide uses color-coded horizontal bars to group key strategic points.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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Slide 1 of a presentation, likely an investor deck.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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The slide uses a list of colored callout boxes to present key investment arguments.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit