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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 110,355
Current window 48,631-48,660
Pages 3,679
Rows per page 30
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48,631-48,660 of 110,355

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19
The slide uses a table to quantify available capacity as a driver for future EBITDA.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
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 Bet1 hit
22
The slide explains the structural reason for the divergence between EPS and FCFPS in the prison industry.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · The Breakthrough1 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
25
The table lists individual holdings and a group total, with footnotes explaining the basis of ownership and calculation.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
27
The slide uses a standard financial model layout for valuation analysis.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
29
The slide argues that the current multiple (9.8x) is undervalued relative to the historical pre-Lehman average (11.5x) given the improved earnings quality.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
31
The table compares CCA against a benchmark of typical Health Care REITs across seven key metrics.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
36
The slide uses a clear 'not X, but Y' framing to isolate the actual drivers of failure.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate AchievementLoop · Cost Of Inaction1 hit
38
The slide uses a trend line to emphasize the downward trajectory of the managed business segment.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
02
Includes a footnote citation to Warren Buffett.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Attention1 hit
05
The slide uses a quote from Ben Bernanke to frame the economic data.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Interest1 hit
06
The chart uses a green arrow to visually emphasize the improvement from October to November.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Interest1 hit
07
The chart includes a forecast line extending beyond the historical data.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Interest1 hit
09
The chart uses a trailing three-month average to smooth volatility.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Interest1 hit
11
The slide uses a line chart for interest rate spreads and a stacked bar chart for bond issuance volumes.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Situation & Context1 hit
12
The chart highlights the index value of 1,106 at the end of the period.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Situation & Context1 hit
13
The chart shows a clear upward trend from a low point in March 2009 to a value of $45 by December 2009.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Situation & Context1 hit
14
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 · Situation & Context1 hit
15
The slide uses a table to contrast recent debt issuance rates (6.92% average) against older issuances (9.20% average).Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Situation & Context1 hit
17
The chart uses dual lines to contrast equity vs debt issuance trends over a 20-year period.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Situation & Context1 hit
03
The slide establishes the target company's profile and key financial metrics for an investment short thesis.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Villain Critique1 hit
04
The slide uses a yellow highlight for the final bullet point to emphasize a negative outlook/risk factor.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
17
The slide uses color-coded callout boxes to emphasize key takeaways from the data table.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
18
The slide uses a callout box to emphasize the concentration risk (~20% of revenue) associated with these poor credits.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Preempt RebuttalLoop · Aha Moment1 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
21
The slide links asset growth to specific LBO financing activities during the credit bubble.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
26
The slide uses a comparison frame to highlight the discrepancy between the subject properties' cap rates and the benchmark.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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 1 hit
30
The chart uses a dotted oval to highlight the recent performance gap between the two assets.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit