slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 3,631-3,660
Pages 2,019
Rows per page 30
Component
3,631-3,660 of 60,568
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
21
The slide highlights the impact of a $125M share buyback program on share count reduction.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet2 hits
28
The slide uses a waterfall-style logic to estimate margin expansion potential.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 2 hits
13
The slide uses a contrast-pairs framework to explain the divergence in segment performance.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 2 hits
30
Includes a memo section for market capitalization and enterprise value calculation.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials2 hits
31
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 · Financials2 hits
37
Includes a memo section detailing the warrant translation calculation using Black-Scholes.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution2 hits
42
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 · Team2 hits
53
The slide details a specific financial mechanism where GGO retains 80% of proceeds above $10/share.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 2 hits
79
Includes detailed footnotes explaining debt adjustments and sources.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 2 hits
84
The slide provides detailed reconciliation of balance sheet items for GGP, likely for valuation purposes.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 2 hits
87
The slide uses a standard REIT valuation buildup methodology to arrive at an implied cap rate of 6.6%.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 2 hits
118
The slide illustrates the potential returns of a currency carry trade/leverage strategy based on HKD/USD peg dynamics.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
06
Includes footnotes detailing calculation methodologies for share counts, NOI, FFO, and dividend yield.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 2 hits
27
The slide uses a table of individual property listings to argue that the market valuation of Realty Income is inflated compared to actual private market transactions.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 2 hits
33
The slide presents two tables: one for absolute stock price and one for percentage return from a $25 baseline.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor Loop · Mece Breakdown2 hits
34
The slide highlights a specific governance practice regarding executive compensation.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 2 hits
12
Includes a calculation of implied cap rate based on estimated market rent.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
20
The slide uses a comparison frame to highlight the valuation gap between the company's current trading multiple and comparable asset classes.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
47
The slide uses a comparison table to highlight the superior growth rate of the proposed 'PF Target Corp' structure.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
69
The slide uses two side-by-side tables to position TIP REIT as both a large-cap entity and a high-yield investment.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
72
Uses a comparison framework to justify a sum-of-the-parts valuation approach.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
82
Includes a summary box for Mean, Median, High, and Low cap rates.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
95
The slide uses a pro-forma analysis to justify a higher valuation/growth trajectory based on capital structure changes.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
09
The slide uses a comparison frame to highlight valuation arbitrage potential.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem & Complication2 hits
17
The slide highlights TIP REIT's position within the S&P 500 by market cap and its competitive dividend yield among S&P 100 non-financials.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Logic Chain2 hits
27
The slide details a specific financial restructuring plan involving asset divestiture and debt repayment.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof2 hits
29
Includes specific footnotes detailing the assumptions behind the IPO valuation and cost structure.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof2 hits
59
Includes a summary box for Mean, Median, High, and Low cap rates.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
67
Includes 'Status Quo' vs 'Pro Forma' comparisons for 2008.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits