slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 72,061-72,090
Pages 2,643
Rows per page 30
Component
72,061-72,090 of 79,264
03
Slide 2 of a presentation, likely an investor deck.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
05
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
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The slide uses a structured list format to present three core pillars of the investment case.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
08
The slide highlights the resilience of the 'small ticket' plumbing category during an economic downturn.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
09
Includes a callout box explaining the impact of excess capacity on margins.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
10
The slide highlights Master Lock's contribution to FBHS financials.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
11
The slide highlights the segment's reliance on new home construction and the impact of federal tax credits.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
12
The table includes a 'Memo' section for Housing Starts, providing context for the financial performance.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
54
The slide uses a 'Permitted Liabilities' calculation to justify the sufficiency of the IPO proceeds.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
56
The slide provides a clear bridge from current shares to pro-forma fully diluted shares.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
57
The slide presents a standard capital structure bridge to arrive at Enterprise Value.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
60
The slide uses an aerial photograph with overlays to identify landmarks and a specific land parcel sold in June 2007.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
63
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
66
The slide uses a simple arithmetic bridge to show the implied value of GGO as a negative cost when buying GGP at $14.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · The AskLoop · Quick Win Big Bet1 hit
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This is a classic 'Columbo' style reveal (the 'one more thing' trope).Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
71
The table provides a breakdown of GLA, debt, interest rates, duration, sales PSF, occupancy, and occupancy cost for multiple mall properties.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
74
The slide includes a footnote clarifying that the most recent debt balance is assumed to be the 3/31/10 balance, noting that actual balances may be lower due to amortization.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
76
The slide includes a disclaimer note regarding the assumption that reported balances represent 3/31/10 figures despite potential amortization.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
77
The slide provides a breakdown of debt by entity type and adjusts for amortization.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
78
The slide uses a waterfall-style buildup to reconcile debt figures.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
79
Includes detailed footnotes explaining debt adjustments and sources.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
80
Includes footnotes explaining assumptions for maturity dates and interest rates.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
81
The table includes a total row and an adjustment for amortization.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
82
The slide provides a detailed breakdown of adjustments to arrive at the PF GGP Debt figure, including cash, claims, interest, and specific debt components.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
83
The table 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 1 hit
84
The slide provides detailed reconciliation of balance sheet items for GGP, likely for valuation purposes.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
85
The table reconciles property revenues and operating expenses to arrive at Cash NOI, including adjustments for non-cash items.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
86
Includes detailed footnotes regarding adjustments for interest income, land sales, and accounting adjustments (straight-line rent, FAS 141).Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
87
The slide uses a standard REIT valuation buildup methodology to arrive at an implied cap rate of 6.6%.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
88
The slide provides a detailed breakdown of occupancy cost calculations, including adjustments and source footnotes.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit