◆ Contrarian Corpus
Campaigns / Pershing Square → Pershing Square Portfolio (multi-position annual update)
Pershing Square vs. Pershing Square Portfolio (multi-position annual update)

Pershing Square Portfolio (multi-position annual update)

1 deck published between 2015-01-29 and 2015-01-29 — 81 pages, 81 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. 2015-01-29 follow up

    2015 01 Pershing Square 2014 Annual Update Presentation Jan 2015

    81pp · full_deck

    Pershing Square delivered 40.4% net in 2014 — Allergan's sale to Actavis, Herbalife's 50% drop and Seifi Ghasemi's Air Products turnaround — and IPO'd PSH for permanent capital.