slides · global inventory
Problem Agitate Solution
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Matching slides 26,550
Current window 16,921-16,950
Pages 885
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16,921-16,950 of 26,550
18
The slide uses a red callout box and a red arrow to visually emphasize the market collapse.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
18
The slide uses a callout box to emphasize the rarity of the business model.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
19
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
20
The slide uses a before-and-after adjustment to reclassify EBITDA, highlighting the underlying value of the brand versus company-operated restaurants.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
21
The slide uses a provocative thesis to challenge the market's valuation of the company as a restaurant operator.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
22
Uses sum-of-the-parts valuation logic to justify a higher share price.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
23
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
24
The slide outlines a corporate restructuring plan involving an IPO and debt financing.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
25
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
26
The slide uses a matrix structure to categorize stakeholder-specific risks associated with the proposed McOpCo IPO.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
27
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
28
This slide outlines a strategic restructuring proposal for McDonald's.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
29
The slide continues a multi-step plan for value creation.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
30
The slide uses a grid structure to map stakeholder-specific concerns against thematic categories.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
31
The slide uses a two-column layout to contrast the current issue with the proposed benefits.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
32
The slide uses a hierarchical list structure to detail the benefits of the proposed McOpCo spin-off.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
33
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
34
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
35
The slide uses a Q&A format to preemptively address stakeholder concerns.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
36
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
37
The slide uses a comparison framework to contrast current issues with the benefits of the proposed spin-off.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
38
The slide argues for a valuation multiple of 12.5x-13.5x EV/2006E EBITDA based on peer similarity.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
39
The slide uses a waterfall-like logic to bridge current valuation to a revalued state based on sum-of-the-parts.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
40
Includes a callout box explaining the underlying EBITDA assumptions and the resulting stock price range.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
41
The slide uses a specific FCF calculation methodology defined in the text block.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
42
The slide uses a list-based argument structure to address potential concerns about transaction complexity and cost.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
43
The slide uses a 'preempt_rebuttal' strategy by explicitly stating that the current valuation is conservative and does not account for these potential improvements.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · So What Cascade1 hit
44
The chart uses a bridge/waterfall structure to show the cumulative impact of different value-creation levers.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · So What Cascade1 hit
45
The slide uses a checkmark list to emphasize the positive outcomes of the proposal.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
46
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit