◆ Contrarian Corpus
Campaigns / Pershing Square → Multiple holdings (Pershing Square portfolio)
Pershing Square vs. Multiple holdings (Pershing Square portfolio)

Multiple holdings (Pershing Square portfolio)

1 deck published between 2016-04-26 and 2016-04-26 — 82 pages, 82 analysed slides total.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2016-04-26 follow up

    2016 04 2016 European Investor Meeting Presentation1

    82pp · full_deck

    Fund-level recap after Q1 2016's -25.6% drawdown: Ackman defends the contrarian book — MDLZ margin upside, APD turnaround, CP execution — while reaffirming the Herbalife pyramid-scheme short.