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Matching slides 110,355
Current window 48,571-48,600
Pages 3,679
Rows per page 30
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48,571-48,600 of 110,355

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07
General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
08
The slide uses a list-based segmentation to categorize assets by quality grade (A+, A, A-).General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
10
The chart highlights that while other asset classes show high volatility, the 'Mall' line (blue) remains within a tighter band, particularly during market downturns.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
11
The slide uses a callout box to emphasize the long-term nature of the lease portfolio.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
12
The chart illustrates the potential for rent increases as leases expire and are renewed at higher market rates.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
13
The chart uses a 3D pie representation to show debt categories: Secured Fixed, Unsecured Fixed, Secured Variable, and Unsecured Variable.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
18
The slide uses a red callout box and a red arrow to visually emphasize the market collapse.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
19
General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
21
The chart includes a callout box explaining Glimcher's occupancy calculation methodology.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
29
The slide uses a direct excerpt from the U.S. Bankruptcy Code to establish the legal standard for plan confirmation.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
31
The slide uses a comparison framework to reframe GGP's bankruptcy as a liquidity event rather than a fundamental insolvency.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
32
The slide uses a case study approach to demonstrate that equity value can be preserved or enhanced in specific bankruptcy scenarios.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
36
The slide outlines specific adjustments to debt, NOI, dividends, and capex for financial modeling purposes.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
37
Includes footnotes detailing assumptions for cash flow adjustments and valuation methodology.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
38
Includes detailed footnotes regarding assumptions for cash flow, interest expense, and debt conversion.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
44
The slide highlights the widespread application of the Till precedent in bankruptcy proceedings.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
50
Includes a circled total of $5,099 million for cash flow available for debt repurchase.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
51
The slide uses a bar chart to show that GGP's high leverage is common among peers, supporting the argument that liquidation is a bad precedent.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
54
The slide includes a specific callout box explaining why Simon's metrics are slightly skewed by the Mills portfolio.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
56
The slide uses a stacked bar chart to distinguish between secured and unsecured debt, with callouts explaining specific debt obligations.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
58
The slide uses a 'sum-of-the-parts' logic to argue for undervaluation.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
59
The chart highlights the 7.6% average cap rate for malls with a dotted horizontal line.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
60
The slide uses a peer benchmark (CB Richard Ellis) to justify the valuation multiple range.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
67
The table highlights the 9.4% cap rate column and the 5.5% ownership row as the break-even point.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
15
The slide uses a 'villain' framing by highlighting the lack of 'skin in the game' for the board.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The chart uses a dual-axis approach to show both absolute EBIT and EBIT as a percentage of receivables.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
Uses red 'X' icons to denote negative findings and a red bracket to highlight a conflict of interest.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
The slide uses a red dashed circle to emphasize the $428.5 million total sales figure.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The chart uses a dual-line plot to show relative stock performance over a specific period.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Tale Two Worlds1 hit
25
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Tale Two Worlds1 hit