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06
FDO refers to Family Dollar (implied).Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
07
The chart uses shaded regions to denote recessionary periods, suggesting a correlation between economic downturns and dollar store market share growth.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
08
The slide uses red boxes to visually isolate recession years (2001-2002 and 2008-2009) to demonstrate resilience.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
09
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
37
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 · Evidence & ProofLoop · Golden Circle1 hit
38
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 · Evidence & ProofLoop · Golden Circle1 hit
39
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 · Evidence & ProofLoop · Golden Circle1 hit
40
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 · DesireLoop · Quick Win Big Bet1 hit
41
The slide uses a callout box to highlight the key takeaway that inventory declines exceed sales declines.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
42
The slide uses a callout box to highlight the key takeaway that inventory declines exceed sales declines.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
43
The slide highlights that the improvement is notable given the seasonal cash flow negativity of Q3 for retailers.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
45
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 · DesireLoop · Quick Win Big Bet1 hit
47
The slide provides a narrative summary of retail performance trends throughout 2009.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
53
The slide uses a 3-column grid to present qualitative and quantitative expansion data for 18 companies.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
56
The slide uses a circular process diagram to explain a business flywheel effect.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
59
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
60
The slide uses a weighted average calculation based on tenant revenue contribution to GGP.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
61
The table highlights that most tenants are expected to have higher margins in 2011 compared to 2008.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
62
The slide uses a bar chart to compare historical performance against a projected 2009 estimate.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
65
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
67
The slide uses a balance sheet structure (Assets vs Liabilities) to define the ideal REIT profile.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
03
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
04
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
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
07
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
08
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Evidence & Proof1 hit
10
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
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