slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 35,311-35,340
Pages 3,950
Rows per page 30
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35,311-35,340 of 118,471
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Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 2 hits
20
The slide contrasts management's conservative $100mm estimate with a theoretical $230mm contribution margin, concluding the actual value lies between them.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet2 hits
34
The slide provides a historical narrative of a corporate structure change.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement2 hits
16
The slide uses a scenario-based table to demonstrate the potential ROIC of a store renovation program.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 2 hits
45
The slide highlights a legal precedent where the court opted for a formula approach despite arguments for an efficient market rate.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test2 hits
46
The slide uses a court ruling to justify a specific interest rate methodology, contrasting it with a creditor's higher market rate claim.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test2 hits
260
The page contains only header and footer metadata from a print-to-PDF operation.Accor SA (AC) · Grizzly Research
Research note Short seller 2 hits
264
This is a transactional document/form, not a research slide.Accor SA (AC) · Grizzly Research
Research note Short seller 2 hits
265
The content includes a potentially inappropriate guest request regarding condoms.Accor SA (AC) · Grizzly Research
Research note Short seller 2 hits
36
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 · Evidence & ProofLoop · Golden Circle2 hits
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 · Action2 hits
41
The slide serves as a transition to the detailed critique of the proposal.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 2 hits
14
The slide presents two specific points (4 and 5) from a larger list of franchisee feedback.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Agitate2 hits
28
This slide outlines a strategic restructuring proposal for McDonald's.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution2 hits
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 · Solution2 hits
06
The slide outlines specific legal constraints and exceptions for NRSROs (Nationally Recognized Statistical Rating Organizations).NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Solution & ApproachLoop · Mece Breakdown2 hits
16
The slide uses a side-by-side comparison of two Q&A transcripts to reinforce a single point about corporate disclosure policy.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Expose Contradiction2 hits
25
The slide uses red dashed circles to highlight specific historical equity offering points on the line chart.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Valuation Reveal2 hits
31
The slide uses specific data points about executive tenure and stock sales to build a case against management alignment.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 2 hits
14
The slide uses individual testimonials to build a case for systemic abuse.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Voice Of Customer2 hits
01
This is a transition slide for the nominee section of the activist deck.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
49
Uses a direct quote from a CFO to validate the activist's claim of poor underwriting.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
53
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
60
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
64
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
68
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
75
The slide uses a quote to frame the opposition's stance, likely to be countered in subsequent slides.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
74
The slide uses a 'conservative' framing to preempt potential criticism that the valuation methodology overstates credit risk.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
101
Uses external media citations to validate the thesis of Target as a beneficiary of economic recession.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
105
Page number 104 included at bottom.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits