slides · global inventory
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Matching slides 118,471
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83,221-83,250 of 118,471
14
The slide uses a before-after comparison to debunk the 'Amazon risk' narrative by showing that superstores grew alongside Amazon.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
17
The slide uses a specific valuation adjustment to demonstrate that P/E ratios are misleading for this industry.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
21
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
33
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
38
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
266
The content is a raw email printout containing pricing for airport transfers and a bizarre subject line.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
268
This is a printout of an email correspondence regarding a hotel booking at Mercure Beijing.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
270
This appears to be a system-generated print view of an email from a hotel reservation system.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
271
This appears to be a screenshot of an email correspondence, not a research slide.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
274
This is a screenshot of an email thread, not a presentation slide.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
277
The slide is a screenshot of an email thread, including promotional banners for the hotel.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
01
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
04
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
05
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
07
The slide uses a diagnostic approach to identify why a subsidiary is underperforming relative to franchisees.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem1 hit
15
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Agitate1 hit
19
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
20
The slide uses a before-and-after adjustment to reclassify EBITDA, highlighting the underlying value of the brand versus company-operated restaurants.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
21
The slide uses a provocative thesis to challenge the market's valuation of the company as a restaurant operator.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
26
The slide uses a matrix structure to categorize stakeholder-specific risks associated with the proposed McOpCo IPO.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
30
The slide uses a grid structure to map stakeholder-specific concerns against thematic categories.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
36
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
38
The slide argues for a valuation multiple of 12.5x-13.5x EV/2006E EBITDA based on peer similarity.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
04
The slide uses a timeline diagram to visualize the company's acquisition strategy across two strategic pillars: Technology & Go To Market and Scale and Profitability.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
05
The chart shows a breakdown of Gross Profit and Adj EBITDA from 2016-2019, with a Q3 L12M column showing the impact of various acquisitions including Inteliquent.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
09
The slide highlights Inteliquent's disproportionate involvement in illegal robocall traffic compared to peers.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
13
The slide uses external anecdotal evidence (Reddit, Scammer.Info, BBB) to build a case against the company's reputation.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
16
The slide uses quotes from a 'Demurrage report' to bolster the argument that Sinch is failing to address fraud.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Voice Of Customer1 hit
18
The slide presents two bar charts: the top one compares Sinch and Twilio, while the bottom one expands the comparison to include Bandwidth Inc and Infobip.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Capability Gap1 hit
21
Sinch AB (SINCH)Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Solution (Provide relief)1 hit