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Matching slides 41,127
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19,261-19,290 of 41,127
02
Burger King Worldwide Holdings (BKW)Burger King Worldwide Holdings (BKW) · Justice Holdings Ltd.
Activist deck Activist investor 1 hit
02
Canadian Pacific Railway (CP)Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
03
Canadian Pacific Railway (CP)Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Monster1 hit
49
The chart uses coefficient of variation as a proxy for reliability.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
03
The slide provides a basic company profile including ticker, stock price, operational scale, and financial metrics.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Humble Origins1 hit
17
Includes a 'Pershing Square Forecast' memo section at the bottom of the table.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · The BreakthroughLoop · Why Now1 hit
14
The chart uses a dual-axis approach to show absolute unit count (bars) and annual growth percentage (line).Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
23
The chart uses a grouped bar format to contrast performance between the two companies over time.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
42
The chart uses a floating bar structure to represent valuation ranges for different scenarios (Operating Improvements, Strategic Buyer, LBO) relative to the current stock price.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
31
The slide presents two tables: one for Total Return and one for IRR, both indexed against Housing Starts (1.0M, 1.3M, 1.5M) and Recovery Year (2014-2017).Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
02
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
07
The slide contrasts stock price appreciation with TEV growth to suggest a valuation discrepancy.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
36
The slide uses a standard financial bridge format to reconcile historical NOI to a pro-forma figure.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
43
The slide highlights the $15.00 share price column with a dashed box.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Team1 hit
72
The slide includes footnotes clarifying that balances are assumed as of the reported date and that the debt is non-recourse.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
74
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
75
The table is split into two columns of properties with their respective debt figures.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
76
The slide includes a disclaimer note regarding the assumption that reported balances represent 3/31/10 figures despite potential amortization.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
77
The slide provides a breakdown of debt by entity type and adjusts for amortization.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
02
J.C. Penney Company, Inc. (JCP)J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor 1 hit
16
The slide highlights management's growth targets and compares them to current market valuation.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
19
The slide highlights that Pershing Square's projections are more conservative than management's, with a specific callout for the drivers of share gains.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
20
The slide uses a bar chart to illustrate recovery potential relative to a historical peak.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Quick Win Big Bet1 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
31
The chart shows a significant divergence starting around March 2009.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
54
The slide provides a snapshot of retail expansion activity around 2009-2010.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
55
The slide provides a non-exhaustive list of tenant expansion activities as evidence of market growth.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
02
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor 1 hit
22
The slide uses a red dashed box to highlight the 'Minimal room for error' between current dividend and recurring AFFO.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
23
The slide uses a 'What If' scenario framing to highlight liquidity and dividend risks.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit