slides · global inventory
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Matching slides 118,471
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83,341-83,370 of 118,471
06
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
08
The chart is a 3D pie chart showing the split between public and private facilities.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Rising Success1 hit
18
The chart uses red bars to indicate years under economic recession.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · The BreakthroughLoop · Why Now1 hit
22
The slide explains the structural reason for the divergence between EPS and FCFPS in the prison industry.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · The Breakthrough1 hit
35
General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
39
This slide addresses potential counter-arguments regarding the feasibility of the proposed solution.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
40
The slide uses a direct quote from Justice Stevens to define the 'cram down' standard.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
42
The slide explicitly maps GGP to the 'formula approach' category.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
43
The slide cites the legal precedent established by Justice Stevens in the 2004 Till v. SCS Credit Corp case.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
58
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
60
The slide uses a peer benchmark (CB Richard Ellis) to justify the valuation multiple range.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
64
The slide uses an aerial photograph as evidence of under-utilization or under-earning potential.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
11
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
13
Uses a three-column layout to categorize specific grievances against the board.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The chart uses a dual-axis approach to show both absolute EBIT and EBIT as a percentage of receivables.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
20
Uses a classic 'Reasons vs. Reality' framing to discredit the board's defensive arguments.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
The slide uses a red dashed circle to emphasize the $428.5 million total sales figure.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The chart uses a dual-line plot to show relative stock performance over a specific period.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Tale Two Worlds1 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
31
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
39
The slide uses a before-and-after comparison to frame Target's strategic failure in the grocery market.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
41
The slide uses a callout box to frame the 2006-2007 period as a diagnostic question for the board.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
42
The slide uses a rhetorical question to frame the product mix as the root cause of profitability differences.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
44
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
47
The slide uses a quote to frame the target's management as resistant or dismissive of a potential transaction.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
51
The chart explicitly labels a ~360 bps spread between Target and the competitor average in 2008.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
58
The slide uses a comparison frame to argue for hidden value in Target's real estate assets.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit