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Matching slides 60,557
Current window 27,091-27,120
Pages 2,019
Rows per page 30
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27,091-27,120 of 60,557

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07
General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
11
The slide uses a callout box to emphasize the long-term nature of the lease portfolio.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
22
The slide highlights the deceleration in growth rates by Q1'09.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
31
The slide uses a comparison framework to reframe GGP's bankruptcy as a liquidity event rather than a fundamental insolvency.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
32
The slide uses a case study approach to demonstrate that equity value can be preserved or enhanced in specific bankruptcy scenarios.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 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
37
Includes footnotes detailing assumptions for cash flow adjustments and valuation methodology.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
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 Test1 hit
44
The slide highlights the widespread application of the Till precedent in bankruptcy proceedings.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
50
Includes a circled total of $5,099 million for cash flow available for debt repurchase.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
54
The slide includes a specific callout box explaining why Simon's metrics are slightly skewed by the Mills portfolio.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
55
The slide uses a standard REIT valuation bridge to arrive at an implied cap rate.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
57
Includes detailed footnotes explaining adjustments for debt, cash, and other assets.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 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
61
The slide uses a bridge methodology to arrive at a per-share valuation range.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
66
The slide uses a '?' for Hidden Asset Value, implying it is the residual or unknown variable to reach the total valuation.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
150
Page number 149 included in footer.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
151
Page number 150 at the bottom.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
152
Page number 151.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
154
Includes CAGR calculations for the 2009-2013 period.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
155
Page number 154.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
156
Page number 155.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
157
The table breaks down square footage by asset type (Owned vs Leased) and calculates revenue based on rent per square foot with a 2.5% annual CPI escalator.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
158
Page number 157. Contains detailed historical financial data from 2009-2013.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
159
Page number 158 included at bottom.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
161
Page number 160 visible at bottom.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
162
Includes adjustments for REIT and Credit Card segments to arrive at pro forma figures for 2008-2013.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
163
Page number 162 at the bottom.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
164
Page number 163 at the bottom.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit