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72,091-72,120 of 110,471
04
Note: Facility EBITDA is before G&A.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Humble Origins1 hit
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The slide emphasizes the stability of the client base (government agencies) to support the thesis that default is unlikely.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Rising Success1 hit
09
The slide uses a combination of statistical data and a photographic example to illustrate the severity of prison overcrowding.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Rising Success1 hit
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The slide uses a 'capture rate' calculation to show that only 24% of projected federal demand is needed to fill the company's entire capacity.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Rising Success1 hit
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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
35
The background contains a faded line chart showing a stock price decline, serving as a visual metaphor for the narrative.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
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The slide uses a clear 'not X, but Y' framing to isolate the actual drivers of failure.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate AchievementLoop · Cost Of Inaction1 hit
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Corrections Corporation of America (CXW)Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
03
General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
14
The slide uses a simple process-flow diagram to show how specific asset characteristics lead to the conclusion of a high-quality business.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
35
General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
47
The slide uses a process-like flow to map legal criteria to a specific financial outcome (Prime-plus 0.5% - 1.0%).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
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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
62
The slide uses a quote from a former CFO to establish that management previously acknowledged the development potential of the land, which the activist is now using to argue for higher valuation or strategic action.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
63
General Growth Properties (GGWPQ)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
68
General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
10
The slide uses a cartoon-style narrative to contrast market anxiety with the company's calm, stable financial position.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
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The slide uses a side-by-side comparison of two Q&A transcripts to reinforce a single point about corporate disclosure policy.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Expose Contradiction1 hit
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Realty Income Corp (O)Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem Statement1 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
19
Uses red 'X' icons to denote negative findings and a red bracket to highlight a conflict of interest.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
28
The slide uses a comparison-style layout to link board experience to specific business domains.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Tale Two Worlds1 hit
29
The slide uses a red 'X' icon for each bullet point to emphasize the negative nature of the board's actions.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
35
Uses a contrast-pair framework to highlight the superiority of the activist slate.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
59
The slide uses a rhetorical structure to frame the board's inaction as a failure of fiduciary duty.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
72
Uses a classic 'They say / We say' structure to debunk specific claims.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
139
The slide argues that the integrated nature of the business supports a consolidated view, while the separate legal structure supports a de-consolidated view.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit