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Matching slides 78,138
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51,661-51,690 of 78,138
07
The chart uses shaded regions to denote recessionary periods, suggesting a correlation between economic downturns and dollar store market share growth.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
08
The slide uses red boxes to visually isolate recession years (2001-2002 and 2008-2009) to demonstrate resilience.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
12
The chart explicitly notes the exclusion of capitalized leases in the calculation.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
19
The chart highlights a divergence in performance starting around 2005-2006.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
20
The chart shows a significant drop in Dollar General's EBIT per square foot in 2006 prior to the buyout.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
21
The slide uses a visual callout to highlight the 37% performance gap in 2010.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
23
The chart uses a grouped bar format to contrast performance between the two companies over time.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
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
36
The slide uses a line chart to correlate specific corporate events with stock price volatility.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
42
The chart uses a floating bar structure to represent valuation ranges for different scenarios (Operating Improvements, Strategic Buyer, LBO) relative to the current stock price.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
07
The slide contrasts stock price appreciation with TEV growth to suggest a valuation discrepancy.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
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
18
The chart tracks the average leverage ratio (total liabilities net of cash as a % of current value of assets) for a specific group of REITs.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Situation & Context1 hit
20
The slide uses a dual-line chart to argue for further cap rate compression based on the historical spread between REIT cap rates and corporate bond yields.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
27
The chart shows a slight dip in occupancy starting in Q1 2009 compared to 2008 levels, but the trend remains relatively flat.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
28
The chart includes a data table at the bottom showing the percentage point difference between the two groups.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
29
The chart demonstrates stability in bad debt provisions despite the financial crisis period.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
31
The chart shows a significant divergence starting around March 2009.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
34
The slide uses a line chart to visualize the stock price performance over the year 2009.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
35
The slide uses a Bloomberg terminal screenshot to provide empirical evidence of debt price recovery.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
57
The chart illustrates the 'virtuous cycle' of supply constraints helping demand for existing products.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
62
The slide uses a bar chart to compare historical performance against a projected 2009 estimate.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
63
The chart uses a trailing 4-week average to smooth volatility in weekly mall traffic data.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit