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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

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319,975
Described
319,974
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Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

135,901-135,960 of 319,975

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01
Slide 1
Pershing Square Holdings Portfolio (multi-position) (PSH)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 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 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 · Attention1 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 · Interest1 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 · Interest1 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 · Interest1 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 · Interest1 hit
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The slide includes a standard financial disclaimer at the bottom.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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The chart shows Pershing Square significantly outperforming the S&P 500 over the long term despite volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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The chart demonstrates the fund's relative outperformance in down months compared to the S&P 500.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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The table lists specific companies and their contribution to returns, ending with a total.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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The slide uses a standard table format to attribute performance detractors.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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Includes performance data from 2004-2017 for L.P. and 2013-2017 for Holdings.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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Includes a detailed disclaimer regarding the calculation of AUM and specific fund co-investments.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 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 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 1 hit
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The chart uses callouts to annotate specific historical milestones (launches, challenges) against the growth trajectory.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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The chart highlights specific individuals as 'Operational Leadership Group Members' via a blue border.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 1 hit
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This slide outlines the investment philosophy/screening criteria for the firm.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 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 1 hit
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The slide highlights five specific investment positions, including one undisclosed.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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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
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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The slide provides a professional summary of the investment team as of March 31, 2018.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a list format to highlight key structural and cultural advantages of the team.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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Includes a footnote regarding the PSH High Water Mark date.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 1 hit
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This slide outlines the core activist thesis for ADP, focusing on operational improvements and valuation gap.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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The chart uses a dashed line to indicate the average cost basis ($105) and highlights specific dates of activist engagement.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 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 Loop · Before After1 hit
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The chart highlights specific corporate events (acquisitions and share purchases) against the stock price trajectory.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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The slide uses a structured argument format to justify a long position.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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The chart highlights specific events (Pershing Square 13D, margin target raises, Kraft Heinz bid, CEO transition) and their correlation with share price movement.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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The slide highlights operational milestones for HHC's various developments and explains a specific financial transaction by PSH regarding FIRPTA compliance.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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The chart highlights the growth from an average cost at announcement ($37) to the current price ($128).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 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 Loop · Before After1 hit
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The slide uses a timeline-annotated line chart to correlate specific management/operational events with stock price volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 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 Loop · Before After1 hit
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The slide uses a timeline-annotated line chart to contextualize stock performance against specific legal and political events.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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The slide uses a structured list format to highlight operational success, valuation gap, and corporate strategy.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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The slide uses callout boxes to link specific dates and events to the share price trajectory.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 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 Loop · Before After1 hit
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Includes a callout for the Investor Day event on 10/25/17.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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Slide 47 from an activist investor deck (Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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The chart highlights the contrast between the initial short thesis and the subsequent share price appreciation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 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 1 hit
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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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Slide 51 of the deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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MPC stands for Master Planned Community. Slide 41.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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The slide serves as a visual anchor for a real estate development project, identifying key buildings within the 9M square foot master plan.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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Uses a 'back of the envelope' extrapolation method to quantify future value creation potential.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit