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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 48,691-48,720
Pages 3,679
Rows per page 30
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48,691-48,720 of 110,355

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22
The slide uses a comparative bar chart structure to illustrate the widening performance gap between the two retailers over a 7-year period.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
24
The chart uses a callout to explicitly mark the KKR buyout event in July 2007.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
28
The slide uses a waterfall-style logic to estimate margin expansion potential.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
29
The slide uses a pie chart to illustrate cost structure and a callout to explain specific expense items.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
33
The slide uses a comparative analysis between DG and FDO to justify a pro-forma valuation.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
34
The table highlights the potential upside (35% to 70% return) if FDO closes 50% to 100% of the profit gap.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
37
The slide uses a table to demonstrate the shift in ownership composition toward activist/opportunistic funds.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
04
The slide references a previous document/page as the source of the proposal.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
05
The slide uses a checkmark list to denote positive outcomes and a box with an 'X' icon to denote a deviation from the original suggestion.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
06
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
10
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Market SizeLoop · Cost Of Inaction1 hit
11
The slide uses a Bloomberg terminal screenshot to provide evidence for the thesis.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Market SizeLoop · Cost Of Inaction1 hit
12
Includes a trend arrow overlaying the bars to emphasize growth.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Market SizeLoop · Cost Of Inaction1 hit
13
The chart uses a shaded region to denote the LTM (Last Twelve Months) period.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
14
Includes annotations explaining the 2007 downturn and the 2010 uptick.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
15
The chart uses a combination of solid and dashed lines to represent different sectors and the market average.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
16
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
17
The slide argues for further cap rate compression based on the historical spread between REIT cap rates and Baa yields.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
18
The chart uses a green arrow to emphasize the drop to 0% in the final period.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
19
The chart highlights a significant reduction in credit risk for major tenants.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
21
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
34
The slide uses a 'pro-forma' (PF) adjustment logic to demonstrate portfolio improvement.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
35
The slide uses a waterfall-style buildup to demonstrate debt reduction.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
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 · Solution1 hit
38
The table uses a highlight row for PF GGP and a callout box to emphasize its projected rank.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
40
The slide highlights a discrepancy in institutional ownership between established REITs and GGP, suggesting a potential investment opportunity or valuation gap.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
41
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Team1 hit
44
The chart shows a dual-axis plot with implied cap rates on the left and the spread on the right.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Team1 hit
45
The slide uses a blue highlight column for PF GGP to emphasize its position relative to peers.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
46
The slide highlights GGP's competitive positioning post-bankruptcy.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit