slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 27,181-27,210
Pages 2,019
Rows per page 30
Component
27,181-27,210 of 60,568
03
This appears to be an introductory slide for a target company in an activist investor presentation.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
06
FDO refers to Family Dollar (implied).Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
15
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
16
The slide uses a scenario-based table to demonstrate the potential ROIC of a store renovation program.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
18
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
33
The slide uses a comparative analysis between DG and FDO to justify a pro-forma valuation.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
34
The table highlights the potential upside (35% to 70% return) if FDO closes 50% to 100% of the profit gap.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
37
The slide uses a table to demonstrate the shift in ownership composition toward activist/opportunistic funds.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
39
The slide highlights the potential value creation from financial engineering (leveraged buyback) combined with operational improvements.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
40
The table uses a 15x EPS multiple to convert operational improvements into per-share value.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
41
The table highlights a specific range of entry/exit multiples yielding 15-23% IRR.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
30
Uses a visual bridge/equation format to demonstrate the relationship between asset value, debt, and equity.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
34
The slide uses a 'pro-forma' (PF) adjustment logic to demonstrate portfolio improvement.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
35
The slide uses a waterfall-style buildup to demonstrate debt reduction.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 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
38
The table uses a highlight row for PF GGP and a callout box to emphasize its projected rank.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
40
The slide highlights a discrepancy in institutional ownership between established REITs and GGP, suggesting a potential investment opportunity or valuation gap.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
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
60
The slide uses a weighted average calculation based on tenant revenue contribution to GGP.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
61
The table highlights that most tenants are expected to have higher margins in 2011 compared to 2008.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
65
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 · Action1 hit
09
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Evidence & Proof1 hit
11
The slide uses a side-by-side comparison to highlight the shift from an issuer-pay model to an investor-pay model.NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Impact & Next StepsLoop · So What Cascade1 hit