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Matching slides 110,355
Current window 48,541-48,570
Pages 3,679
Rows per page 30
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48,541-48,570 of 110,355

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04
General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
05
Slide provides a high-level breakdown of the company's operational structure.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
48
The chart highlights Target Corp's pro forma position relative to standalone and competitors.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
50
Includes footnotes detailing debt paydown assumptions and financing activities.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
52
The table tracks debt and cash balances, incorporating proceeds from credit card receivables and annual debt paydowns.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
63
The slide uses a replacement cost methodology to estimate the value of assets that would revert to the landowner in a default scenario.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
64
The slide uses a custom 'Lease Security' metric to argue for the safety of the investment.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
68
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
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 1 hit
71
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
75
The table shows a multi-year projection of cash flows leading to a terminal value calculation.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
76
The slide uses a sum-of-the-parts approach to arrive at a total per-share valuation.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
82
Includes a summary box for Mean, Median, High, and Low cap rates.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
83
The slide uses a list-based comparison to argue for a lower cap rate (higher valuation) for the REIT.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
86
The slide argues that TIP REIT's 'land-only' structure eliminates the need for maintenance capex, making FFO an inappropriate metric for comparison.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
87
The slide uses a hypothetical valuation for TIP REIT to argue for its market dominance.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
88
The slide uses a contrast-pair approach to frame the target company as superior.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
89
The table highlights TIP REIT's unique 'Land-only' and 'Master Lease' structure compared to the 'Land and Building' and 'Individual Leases' of peers.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
90
The slide uses a table-based comparison to expose the poor credit quality of tenants in the NNN REIT sector.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
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 1 hit
96
The chart highlights Target Corp (pro forma) and Target Corp (standalone) with specific icons.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
102
The slide uses a comparison frame to highlight the valuation gap between Target and REITs.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
119
Includes CAGR calculations and normalized metrics for earnings and dividends.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
121
The table provides a sensitivity analysis of valuation metrics based on share price.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
123
The table uses a two-column scenario approach (likely representing different cap rate/discount rate assumptions) to derive an implied equity value per share.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
125
The slide uses a sum-of-the-parts approach, adding the present value of existing ground leases to the present value of the platform.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
129
The slide uses a standard 'football field' chart to visualize valuation ranges across different methods.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
146
Includes footnotes detailing assumptions for ground lease expenses for stores and distribution centers.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
147
The slide presents three distinct tables grouped by REIT (Realty Income, National Retail Properties, Entertainment Properties Trust).Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
163
Page number 162 at the bottom.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit