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William Ackman · conference-presentation

Fortune Brands Home & Security (FBHS)

33 pages · 4 arc beats · 3 loops

Conference-Presentation Download JSON
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Fortune Brands Home & Security (FBHS)

William Ackman · 2011-10
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 11 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits
— 0/2 slides
100% 2/2 slides
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100% 2/2 slides 100% 2/2 slides Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits
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50% 1/2 slides
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100% 2/2 slides
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Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits
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50% 1/2 slides · 2 hits
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100% 2/2 slides 100% 2/2 slides · 3 hits Financials 5 slides 100% 5/5 slides 100% 5/5 slides · 31 hits
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20% 1/5 slides 60% 3/5 slides 100% 5/5 slides
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Slide inventory

33
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
front_matter
Open slide detail
03
Slide 2 of a presentation, likely an investor deck.front_matter
Open slide detail
04
frame_situation
Open slide detail
05
summarize
Open slide detail
06
The slide uses a structured list format to present three core pillars of the investment case.summarize
Open slide detail
07
transition
Open slide detail
08
The slide highlights the resilience of the 'small ticket' plumbing category during an economic downturn.analyze_data
Open slide detail
09
Includes a callout box explaining the impact of excess capacity on margins.analyze_data
Open slide detail
10
The slide highlights Master Lock's contribution to FBHS financials.analyze_data
Open slide detail
11
The slide highlights the segment's reliance on new home construction and the impact of federal tax credits.analyze_data
Open slide detail
12
The table includes a 'Memo' section for Housing Starts, providing context for the financial performance.analyze_data
Open slide detail
13
The slide uses a contrast-pairs framework to explain the divergence in segment performance.compare_peers
Open slide detail
14
analyze_data
Open slide detailBeat · SolutionLoop · Before After
15
summarize
Open slide detailBeat · SolutionLoop · Before After
16
The slide uses a visual arrow to represent the 'Capacity reduction' process applied to the 2010 margin data.propose_solution
Open slide detailLoop · Quick Win Big Bet
17
summarize
Open slide detail
18
The slide uses a visual comparison of two rounded rectangles to represent leverage ratios.compare_peers
Open slide detail
19
transition
Open slide detailBeat · Market Size
20
The slide uses a simple categorization of market drivers and economic enablers.establish_context
Open slide detailBeat · Market Size
21
The chart is a standard Bloomberg terminal export.diagnose_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
22
The chart uses a Bloomberg terminal style aesthetic.diagnose_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
23
The slide uses a simple arithmetic model to project recovery timelines based on current excess supply and assumed housing starts.quantify_opportunity
Open slide detail
24
summarize
Open slide detail
25
summarize
Open slide detail
26
Slide 25 of a presentation.cite_precedent
Open slide detail
27
transition
Open slide detail
28
The slide uses a visual bridge to show EBITDA expansion from current levels to 3x current levels based on housing start volume.quantify_opportunity
Open slide detailBeat · Financials
29
The slide presents a financial bridge/calculation to justify a $400M EBITDA floor.propose_solution
Open slide detailBeat · Financials
30
Includes a memo section for market capitalization and enterprise value calculation.analyze_data
Open slide detailBeat · Financials
31
The slide presents two tables: one for Total Return and one for IRR, both indexed against Housing Starts (1.0M, 1.3M, 1.5M) and Recovery Year (2014-2017).show_valuation_bridge
Open slide detailBeat · Financials
32
The slide uses a scenario-based valuation approach to demonstrate upside potential based on housing starts.show_valuation_bridge
Open slide detailBeat · Financials
33
summarize
Open slide detail