slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 71,881-71,910
Pages 2,643
Rows per page 30
Component
71,881-71,910 of 79,264
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
22
The slide highlights the deceleration in growth rates by Q1'09.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
The slide uses annotations to link specific corporate events to the stock price trajectory.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
26
The slide uses a timeline-annotated line chart to highlight the contradiction between bankruptcy status and stock performance.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 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
55
The slide uses a standard REIT valuation bridge to arrive at an implied cap rate.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
57
Includes detailed footnotes explaining adjustments for debt, cash, and other assets.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
61
The slide uses a bridge methodology to arrive at a per-share valuation range.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
64
The slide uses an aerial photograph as evidence of under-utilization or under-earning potential.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
65
General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
66
The slide uses a '?' for Hidden Asset Value, implying it is the residual or unknown variable to reach the total valuation.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
06
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)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
16
The slide uses a table to establish the long-tenured nature of the board, likely to support an argument for board refreshment.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
18
The slide uses a yellow callout box to highlight the board's restrictive behavior regarding advisor mandates.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