$1.1B exit - portable storage units?
Exxon, Williams Scotsman, OnCloud, Pershing Square, SoftBank
Hello BetterPitch readers!
Here are the top 5 decks we found at BetterPitch today.
1. Re-Energize ExxonMobil
ExxonMobil underperformed peers by 57.2% from 2010-2020.
This slide deck highlights:
The need for change at ExxonMobil
Long-term business risks
Lack of capital allocation discipline
Misaligned incentives
Strategy for re-energization
2. Williams Scotsman
Williams Scotsman owns $831M of modular space and portable storage.
This slide deck highlights:
Industry leader in specialty rental services
Strong underlying market fundamentals
Compelling rental unit economics
Managing market cycles
Market primed for consolidation
3. On Holding
On Holding IPO’ed at $600M, the largest for a Swiss company in the US.
This slide deck highlights:
Building a market leader in running shoes
Growing global momentum
Sportswear innovation
Running is the most versatile sport
Digital growth strategy
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4. Pershing Square
Pershing Square returned 84.8% in 2020.
This slide deck highlights:
Overview of 2020 performance
Portfolio allocation
Long term strategy
Outperforming in down markets
Deployment of hedging gains
5. SoftBank
SoftBank has a $141B investment portfolio.
This slide deck highlights:
Investing in 50 companies pre-IPO
Lifetime losses of $6B
Largest public and private investments
Investing in AI
Executing PortCo strategies
See you Thursday,
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