Matching slides 25,056
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10,891-10,920 of 25,056

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Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
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Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
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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
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General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Accor SA (AC)Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Problem & Complication1 hit
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Includes a sample email text used for the investigation.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Problem & Complication1 hit
04
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Interest1 hit
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The slide uses a quote from Ben Bernanke to frame the economic data.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Interest1 hit
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The chart uses a green arrow to visually emphasize the improvement from October to November.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Interest1 hit
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The QSR index significantly outperforms both McDonald's and the S&P 500 over the 5-year period.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses a 'Pershing Square' logo in the top left corner. The data is based on 30-day average trailing prices as of 11/11/05.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses a simple two-column comparison to illustrate the economic relationship between the corporate entity and its franchisees.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses an org-chart style diagram to illustrate the business structure and highlights a specific accounting/operational critique regarding transfer pricing.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses a diagnostic approach to identify why a subsidiary is underperforming relative to franchisees.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem1 hit
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The slide highlights the performance gap between company-owned and franchised units, adjusted for market rent and franchise fees.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem1 hit
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Part of an activist investor deck targeting McDonald's.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem1 hit
05
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a 'MISTAKE' callout to frame the board's decision as a strategic error.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses yellow callout boxes to emphasize negative board actions.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
11
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
05
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
06
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
07
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses a before-after framework to show the separation of assets and the establishment of a ground lease relationship.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses a comparison frame to highlight valuation arbitrage potential.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
03
The slide uses a historical context to set up a turnaround narrative.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem1 hit