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Matching slides 60,568
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Pages 2,019
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27,151-27,180 of 60,568
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The slide uses a red circle to highlight the 49% figure for 2007.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Rising Success1 hit
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The slide uses a 'capture rate' calculation to show that only 24% of projected federal demand is needed to fill the company's entire capacity.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Rising Success1 hit
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Includes a CEO quote from Damon Hininger regarding capacity constraints.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Rising SuccessLoop · Why Now1 hit
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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
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The slide uses a table to quantify available capacity as a driver for future EBITDA.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
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The table lists individual holdings and a group total, with footnotes explaining the basis of ownership and calculation.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
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The chart tracks two metrics over time with a secondary table providing context on operational scale (beds) and capital structure (shares).Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
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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
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Corrections Corporation of America (CXW)Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
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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
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Page number 31.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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
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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
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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
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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
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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
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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
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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