slides · global inventory
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Matching slides 79,264
Current window 71,941-71,970
Pages 2,643
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71,941-71,970 of 79,264
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
21
The slide highlights the impact of a $125M share buyback program on share count reduction.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
24
The chart defines ROCE as (Operating Income + Depreciation & Amortization - Maintenance and IT Cap-ex) / (average assets - average current liabilities).Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 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
28
The chart tracks two metrics over time with a secondary table providing context on operational scale (beds) and capital structure (shares).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
32
Page number 31.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
33
The table uses two scenarios for Cap Rate (8.0% and 6.0%) to determine the valuation range.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
34
The slide provides a historical narrative of a corporate structure change.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
37
The slide uses a vertical dashed line to separate historical data (2001-2008) from projected data (2009-2010).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
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
06
Includes footnotes detailing calculation methodologies for share counts, NOI, FFO, and dividend yield.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
13
The slide presents a bearish case against Realty Income (O).Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
14
The slide uses a bearish investment thesis to argue that the stock is overvalued.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
22
The slide uses a red dashed box to highlight the 'Minimal room for error' between current dividend and recurring AFFO.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
25
The slide uses red dashed circles to highlight specific historical equity offering points on the line chart.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Valuation Reveal1 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
28
The slide uses color-coded text (red) to emphasize specific historical data points and the concluding outlook.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
29
The slide uses rhetorical questions to expose a valuation contradiction.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit