slides · global inventory
Subtitle
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 11,406
Current window 4,171-4,200
Pages 381
Rows per page 30
Component
4,171-4,200 of 11,406
07
The slide highlights Pershing Square's performance relative to the S&P 500, specifically emphasizing lower losses in down months.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
10
The chart shows Pershing Square significantly outperforming the S&P 500 over the long term despite volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
53
The chart uses a dual-axis approach to overlay performance against discount volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
31
The slide highlights that the durable business represents ~85% of total sales.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
03
The slide provides a snapshot of the company's market share, 2006 estimated financials, and valuation multiples.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
12
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
23
The chart shows debt maturity schedule as of July 31, 2009.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · The Breakthrough1 hit
89
The slide uses a financial model to argue that current g-fees are sufficient to cover historical loss rates, preempting arguments that higher capital requirements would make the business model unviable.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
28
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
31
The slide uses a visual stack to represent the balance sheet equation: Assets - Liabilities = Equity.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
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 · Team1 hit
71
The table provides a breakdown of GLA, debt, interest rates, duration, sales PSF, occupancy, and occupancy cost for multiple mall properties.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
81
The table includes a total row and an adjustment for amortization.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
83
The table 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 1 hit
88
The slide provides a detailed breakdown of occupancy cost calculations, including adjustments and source footnotes.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
32
The table tracks responses regarding 'Forcible Transfer' and 'Sex Trafficking' policies.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Impact & Next Steps1 hit
55
This slide is a classic example of MLM marketing materials used to frame the business opportunity as passive income.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
58
The slide is used by an activist to expose the unrealistic nature of the MLM business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
247
Uses a hypothetical 2x2 downline model to demonstrate payout differences.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
06
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 1 hit
12
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 · Problem (Identify pain)1 hit
65
The chart uses a trend line to emphasize the growth rate.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
42
The chart uses a box-plot style to show ranges for different comparable categories.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
56
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
32
Part of Pershing Square's proposal for a McDonald's spin-off/IPO.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
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 1 hit
19
The slide uses a table to list specific tenants, their business descriptions, and their leverage/financial commentary to build a case for credit risk.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
33
SSS stands for Same-Store Sales.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit
26
The slide uses a structured list format to categorize assumptions by business area (Lease Terms, Credit Card Business, CapEx, Facilities Management, Capital Structure, Dividends, G&A).Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
28
Includes footnotes detailing adjustments and assumptions for the pro-forma consolidation.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit