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Matching slides 18,554
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16,351-16,380 of 18,554
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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
36
The slide uses a clear 'not X, but Y' framing to isolate the actual drivers of failure.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate AchievementLoop · Cost Of Inaction1 hit
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 1 hit
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 Inaction1 hit
45
The slide highlights a legal precedent where the court opted for a formula approach despite arguments for an efficient market rate.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
46
The slide uses a court ruling to justify a specific interest rate methodology, contrasting it with a creditor's higher market rate claim.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
258
This is a screenshot of an email thread regarding hotel room availability and pricing at Novotel Ibis Balikpapan.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
262
The email contains a notable and unusual customer service communication regarding the unavailability of condoms at the hotel.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
265
The content includes a potentially inappropriate guest request regarding condoms.Accor SA (AC) · Grizzly Research
Research note Short seller 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
267
The slide is a printout of an email thread, containing booking inquiries, price quotes, and hotel contact information.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
02
Includes a footnote citation to Warren Buffett.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Attention1 hit
05
The slide uses a quote from Ben Bernanke to frame the economic data.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Interest1 hit
23
The slide uses a quote to frame the argument that owner-operators are more efficient than corporate managers.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
43
The slide highlights a specific qualitative judgment from advisors regarding the trading profile of PF McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
57
The slide provides a breakdown of unit-level economics comparing US McOpCo, International McOpCo, and US Franchisee units.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
07
Includes brand marketing materials featuring cartoon illustrations and the company logo.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
10
The slide uses a cartoon-style narrative to contrast market anxiety with the company's calm, stable financial position.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
16
The slide uses a side-by-side comparison of two Q&A transcripts to reinforce a single point about corporate disclosure policy.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Expose Contradiction1 hit
34
The slide highlights a specific governance practice regarding executive compensation.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 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
10
The slide uses direct quotes from AG letters to quantify the scale of robocalls facilitated by Inteliquent.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
19
The slide uses a narrative-driven approach to frame Sinch's business model as complicit in fraud, contrasting it with industry standards and regulatory requirements like STIR/SHAKEN.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
101
Uses external media citations to validate the thesis of Target as a beneficiary of economic recession.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
147
The slide presents three distinct tables grouped by REIT (Realty Income, National Retail Properties, Entertainment Properties Trust).Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
23
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
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This slide continues a list of concerns, focusing on operational risks and management distraction.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
05
Uses a before-after framework to illustrate a corporate turnaround.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit