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77,941-77,970 of 96,741
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
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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
13
The slide uses a contrast-pairs framework to explain the divergence in segment performance.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
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Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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The slide uses a visual arrow to represent the 'Capacity reduction' process applied to the 2010 margin data.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
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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 visual comparison of two rounded rectangles to represent leverage ratios.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
20
The slide uses a simple categorization of market drivers and economic enablers.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Market Size1 hit
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The chart is a standard Bloomberg terminal export.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The chart uses a Bloomberg terminal style aesthetic.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a simple arithmetic model to project recovery timelines based on current excess supply and assumed housing starts.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
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Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
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Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
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Slide 25 of a presentation.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
28
The slide uses a visual bridge to show EBITDA expansion from current levels to 3x current levels based on housing start volume.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
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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
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
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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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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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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 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 'hook' slide, using a curiosity gap to lead into a reveal.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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Mall REIT sector (long General Growth Properties) (GGP)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
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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
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The slide uses a primary source document (a news clipping) to establish a precedent for a real estate transaction.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit