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72,031-72,060 of 79,264

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39
The slide highlights the potential value creation from financial engineering (leveraged buyback) combined with operational improvements.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
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The table uses a 15x EPS multiple to convert operational improvements into per-share value.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
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The table highlights a specific range of entry/exit multiples yielding 15-23% IRR.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
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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
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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
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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
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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
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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
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Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
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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
20
The slide uses a direct quote to manage investor expectations regarding potential revenue loss.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
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Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
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The chart includes a highlighted trend line segment for the 2010 recovery period.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
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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
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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
36
The slide uses a standard financial bridge format to reconcile historical NOI to a pro-forma figure.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
42
The slide calculates anticipated demand as 60% of the $16.09B market cap and anticipated supply as 255 million shares at $15/share.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Team1 hit
43
The slide highlights the $15.00 share price column with a dashed box.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
47
The slide highlights Aliansce's superior performance metrics (higher sales/sq ft, occupancy, and growth) compared to US peers.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
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The slide uses visual arrows to show the mapping of 'Total Portfolio' metrics from the 2009 reporting structure to the 2010 reporting structure, demonstrating the accounting change.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
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Includes a callout box comparing Simon to Tanger Factory Outlet Centers.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
53
The slide details a specific financial mechanism where GGO retains 80% of proceeds above $10/share.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit