slides · global inventory
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Matching slides 79,264
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Pages 2,643
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71,821-71,850 of 79,264
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
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87
The slide uses a hypothetical valuation for TIP REIT to argue for its market dominance.Target Corporation (TGT) · William Ackman
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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
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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
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91
Includes dividend yield and cap rate data for TIP REIT.Target Corporation (TGT) · William Ackman
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94
Uses a ground lease model to reduce total investment capital, thereby boosting ROIC.Target Corporation (TGT) · William Ackman
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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
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96
The chart highlights Target Corp (pro forma) and Target Corp (standalone) with specific icons.Target Corporation (TGT) · William Ackman
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97
Uses a quote from Tim Koller (McKinsey) to validate the thesis.Target Corporation (TGT) · William Ackman
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99
The slide uses a structured comparison framework to validate the investment thesis.Target Corporation (TGT) · William Ackman
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100
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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102
The slide uses a comparison frame to highlight the valuation gap between Target and REITs.Target Corporation (TGT) · William Ackman
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104
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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105
Page number 104 included at bottom.Target Corporation (TGT) · William Ackman
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106
The slide uses a classic pros/cons layout with a concluding synthesis statement at the bottom.Target Corporation (TGT) · William Ackman
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108
The slide uses a classic 'pros vs cons' structure to frame a potential acquisition as a net positive despite a temporary credit rating downgrade.Target Corporation (TGT) · William Ackman
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116
Uses a bridge chart to illustrate the 74% value uplift from a REIT spin-off.Target Corporation (TGT) · William Ackman
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118
The slide uses a floating bar chart to visualize valuation ranges across different methodologies.Target Corporation (TGT) · William Ackman
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119
Includes CAGR calculations and normalized metrics for earnings and dividends.Target Corporation (TGT) · William Ackman
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120
Page number 119.Target Corporation (TGT) · William Ackman
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121
The table provides a sensitivity analysis of valuation metrics based on share price.Target Corporation (TGT) · William Ackman
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122
The slide uses a sum-of-the-parts approach to arrive at a total NAV range.Target Corporation (TGT) · William Ackman
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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
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124
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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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
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126
Includes footnotes detailing assumptions for terminal value and growth rates.Target Corporation (TGT) · William Ackman
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127
The chart uses a floating bar/range plot to visualize valuation ranges across three methods.Target Corporation (TGT) · William Ackman
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129
The slide uses a standard 'football field' chart to visualize valuation ranges across different methods.Target Corporation (TGT) · William Ackman
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130
Includes CAGR calculations for key metrics.Target Corporation (TGT) · William Ackman
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131
The slide presents a multi-year financial model summary focusing on cash flow generation and debt reduction.Target Corporation (TGT) · William Ackman
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