slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
Current window 27,151-27,180
Pages 2,019
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Component
27,151-27,180 of 60,557
29
The slide argues that the current multiple (9.8x) is undervalued relative to the historical pre-Lehman average (11.5x) given the improved earnings quality.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
30
Corrections Corporation of America (CXW)Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
31
The table compares CCA against a benchmark of typical Health Care REITs across seven key metrics.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
32
Page number 31.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
33
The table uses two scenarios for Cap Rate (8.0% and 6.0%) to determine the valuation range.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
37
The slide uses a vertical dashed line to separate historical data (2001-2008) from projected data (2009-2010).Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate AchievementLoop · Cost Of Inaction1 hit
15
The slide uses a table to contrast recent debt issuance rates (6.92% average) against older issuances (9.20% average).Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Situation & Context1 hit
22
The slide uses a table to show how specific acquisitions (Eddie Bauer, Ritz Camera, Filene's, J. Jill) mitigated store closures.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
23
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
24
The slide highlights that despite industry 'right-sizing' trends, specific retail concepts showed store count growth.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
25
The table provides a breakdown of store counts by company and concept, showing growth across most entities.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
26
The table tracks store expansion for specific mall-based retail concepts.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
28
The chart includes a data table at the bottom showing the percentage point difference between the two groups.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
32
Data source: Capital IQ. Net debt data as of December 4, 2009.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
33
The slide highlights a 33% total improvement in net debt positions across the listed tenants.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
41
The slide uses a callout box to highlight the key takeaway that inventory declines exceed sales declines.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
42
The slide uses a callout box to highlight the key takeaway that inventory declines exceed sales declines.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
43
The slide highlights that the improvement is notable given the seasonal cash flow negativity of Q3 for retailers.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
44
The slide highlights a counter-seasonal improvement in cash flow for retailers.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
53
The slide uses a 3-column grid to present qualitative and quantitative expansion data for 18 companies.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 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
03
The slide establishes the target company's profile and key financial metrics for an investment short thesis.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Villain Critique1 hit
11
The slide uses a comparison table format to contrast the 'Old Business Plan' with the 'New Recession and Credit Crisis Plan'.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
17
The slide uses color-coded callout boxes to emphasize key takeaways from the data table.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
18
The slide uses a callout box to emphasize the concentration risk (~20% of revenue) associated with these poor credits.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Preempt RebuttalLoop · Aha Moment1 hit
19
The slide uses a table to list specific tenants, their business descriptions, and their leverage/financial commentary to build a case for credit risk.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
21
The slide links asset growth to specific LBO financing activities during the credit bubble.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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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
26
The slide uses a comparison frame to highlight the discrepancy between the subject properties' cap rates and the benchmark.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit