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19,921-19,950 of 42,534
65
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · The AskLoop · Quick Win Big Bet1 hit
66
The slide uses a simple arithmetic bridge to show the implied value of GGO as a negative cost when buying GGP at $14.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · The AskLoop · Quick Win Big Bet1 hit
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This is a classic 'hook' slide, using a curiosity gap to lead into a reveal.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · The AskLoop · Quick Win Big Bet1 hit
68
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · The AskLoop · Quick Win Big Bet1 hit
101
The chart uses an inverted HKD/USD scale to represent 'HKD Strength'.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
102
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
103
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
104
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
105
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
106
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
107
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
53
The slide uses a 3-column grid to present qualitative and quantitative expansion data for 18 companies.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
54
The slide provides a snapshot of retail expansion activity around 2009-2010.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
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The slide provides a non-exhaustive list of tenant expansion activities as evidence of market growth.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
56
The slide uses a circular process diagram to explain a business flywheel effect.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
57
The chart illustrates the 'virtuous cycle' of supply constraints helping demand for existing products.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
58
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 · Action1 hit
59
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 · Action1 hit
60
The slide uses a weighted average calculation based on tenant revenue contribution to GGP.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
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The table highlights that most tenants are expected to have higher margins in 2011 compared to 2008.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
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The slide uses a bar chart to compare historical performance against a projected 2009 estimate.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
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The chart uses a trailing 4-week average to smooth volatility in weekly mall traffic data.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
64
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 · Action1 hit
65
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 · Action1 hit
66
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 · Action1 hit
67
The slide uses a balance sheet structure (Assets vs Liabilities) to define the ideal REIT profile.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
68
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 · Action1 hit
10
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Impact & Next StepsLoop · So What Cascade1 hit
11
The slide uses a side-by-side comparison to highlight the shift from an issuer-pay model to an investor-pay model.NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Impact & Next StepsLoop · So What Cascade1 hit
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NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Impact & Next StepsLoop · So What Cascade1 hit