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slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 11,821-11,850
Pages 3,225
Rows per page 30
Component: Calloutclear collectionreset all
18 30 60

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11,821-11,850 of 96,741

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08
The slide uses a list-based segmentation to categorize assets by quality grade (A+, A, A-).General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 2 hits
16
The chart uses a broken x-axis to bridge the gap between 1960 and 1993.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 2 hits
18
The slide uses a red callout box and a red arrow to visually emphasize the market collapse.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
19
General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
21
The chart includes a callout box explaining Glimcher's occupancy calculation methodology.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
25
The slide uses annotations to link specific corporate events to the stock price trajectory.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
33
The slide argues that conflicting incentives among stakeholders lead to the underpricing of post-reorganization equity.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
35
General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
38
Includes detailed footnotes regarding assumptions for cash flow, interest expense, and debt conversion.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test2 hits
13
The slide uses a sum-of-the-parts valuation approach to isolate the implied real estate value.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
15
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
38
The slide uses a bridge-like logic to compare standalone vs combined FCF.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
41
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
45
Uses a simple additive model to demonstrate accretion.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
48
The chart highlights Target Corp's pro forma position relative to standalone and competitors.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
51
Includes a callout box highlighting the target rating of A-/A3 by 2011E.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
53
The slide uses a 'friendly landlord' framing to position the REIT as a strategic partner rather than a creditor.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
62
Uses a simple illustrative example to show the rent spread between current lease and potential re-lease value.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
64
The slide uses a custom 'Lease Security' metric to argue for the safety of the investment.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
69
The slide uses two side-by-side tables to position TIP REIT as both a large-cap entity and a high-yield investment.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
74
The slide uses a 'conservative' framing to preempt potential criticism that the valuation methodology overstates credit risk.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
75
The table shows a multi-year projection of cash flows leading to a terminal value calculation.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
83
The slide uses a list-based comparison to argue for a lower cap rate (higher valuation) for the REIT.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
95
The slide uses a pro-forma analysis to justify a higher valuation/growth trajectory based on capital structure changes.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
96
The chart highlights Target Corp (pro forma) and Target Corp (standalone) with specific icons.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
97
Uses a quote from Tim Koller (McKinsey) to validate the thesis.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
102
The slide uses a comparison frame to highlight the valuation gap between Target and REITs.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
121
The table provides a sensitivity analysis of valuation metrics based on share price.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
132
Page number 131 included at bottom.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
60
The slide uses a comparison frame to argue for a lower cap rate valuation.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits