slides · global inventory
Evidence
Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 40,452
Current window 14,911-14,940
Pages 1,349
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Beat
14,911-14,940 of 40,452
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Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Market Size1 hit
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The slide uses a simple categorization of market drivers and economic enablers.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Market Size1 hit
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The slide uses a visual bridge to show EBITDA expansion from current levels to 3x current levels based on housing start volume.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
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The slide presents a financial bridge/calculation to justify a $400M EBITDA floor.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
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Includes a memo section for market capitalization and enterprise value calculation.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
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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).Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
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The slide uses a scenario-based valuation approach to demonstrate upside potential based on housing starts.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
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The slide calculates anticipated demand as 60% of the $16.09B market cap and anticipated supply as 255 million shares at $15/share.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Team1 hit
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The slide highlights the $15.00 share price column with a dashed box.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Team1 hit
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The chart shows a dual-axis plot with implied cap rates on the left and the spread on the right.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Team1 hit
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The slide uses legal precedent (In re Koscot Interplanetary, Inc.) to define market saturation as a key indicator of a pyramid scheme.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Evidence1 hit
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The slide uses a comparison to Tupperware to highlight the extreme concentration of wealth in Herbalife's model.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Evidence1 hit
51
Uses a historical precedent to frame the current investment thesis.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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The slide uses color-coded headers to categorize performance updates.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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J.C. Penney Company, Inc. (JCP)J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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J.C. Penney Company, Inc. (JCP)J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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Slide 54 of a presentation deck.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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The slide uses a bottom-up P&L build to justify a future earnings target.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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EPS dilution assumes $50/share; excludes real estate, other, qualified pension expense, $230mm interest expense, and 37% tax rate.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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The chart uses a waterfall structure to show how incremental operational improvements (cost saves, sales lift, margin expansion) build up to a higher EPS, which is then multiplied by a valuation multiple to derive a stock price.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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J.C. Penney Company, Inc. (JCP)J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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J.C. Penney Company, Inc. (JCP)J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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The slide uses a logo grid to illustrate the 'mall within a mall' concept.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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Uses a comparison frame to anchor JCP's potential performance against industry benchmarks.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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The slide uses a visual split to contrast industry peers with JCPenney's 'Old' vs 'New' branding and cost structure.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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The table models financial performance (EBIT, EPS, Share Price) across three scenarios of sales per square foot ($250, $300, $350).J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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The table outlines three scenarios (Low, Mid, High) for EBIT margin expansion, with a supporting note on gross margin headwinds and operating expense leverage.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Why Now1 hit
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The slide uses a scenario-based valuation approach to estimate year-end 2014 share value.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Why Now1 hit
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Lowe's Companies, Inc. (LOW)Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Why Now1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit