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$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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