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Matching slides 110,471
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Pages 3,683
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72,121-72,150 of 110,471
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Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
30
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck 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
18
The slide uses a visual comparison of two rounded rectangles to represent leverage ratios.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
25
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
29
The slide presents a financial bridge/calculation to justify a $400M EBITDA floor.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
33
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
04
The slide references a previous document/page as the source of the proposal.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
09
The chevron shape acts as a visual transition marker.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Market Size1 hit
24
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
28
The slide uses an extended metaphor (analogy) to frame the investment thesis.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
55
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
59
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
61
Mall REIT sector (long General Growth Properties) (GGP)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
03
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
11
Uses a causal flow diagram (Economic Weakness -> Accommodative Monetary Policy).Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
03
The slide uses a chevron-style graphic to indicate a transition to a later time period.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Attention1 hit
15
The slide uses a table to contrast recent debt issuance rates (6.92% average) against older issuances (9.20% average).Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Situation & Context1 hit
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The slide uses a chevron graphic to imply a transition to the next slide.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
50
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
66
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
68
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
05
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
12
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Impact & Next StepsLoop · So What Cascade1 hit
24
Realty Income Corp (O)Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
32
Realty Income Corp (O)Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit