slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
Current window 27,211-27,240
Pages 2,019
Rows per page 30
Component
27,211-27,240 of 60,557
08
The slide highlights the resilience of the 'small ticket' plumbing category during an economic downturn.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
09
Includes a callout box explaining the impact of excess capacity on margins.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
10
The slide highlights Master Lock's contribution to FBHS financials.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
11
The slide highlights the segment's reliance on new home construction and the impact of federal tax credits.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
12
The table includes a 'Memo' section for Housing Starts, providing context for the financial performance.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
14
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
16
The slide uses a visual arrow to represent the 'Capacity reduction' process applied to the 2010 margin data.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
23
The slide uses a simple arithmetic model to project recovery timelines based on current excess supply and assumed housing starts.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
28
The slide uses a visual bridge to show EBITDA expansion from current levels to 3x current levels based on housing start volume.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
29
The slide presents a financial bridge/calculation to justify a $400M EBITDA floor.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
32
The slide uses a scenario-based valuation approach to demonstrate upside potential based on housing starts.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
57
The slide presents a standard capital structure bridge to arrive at Enterprise Value.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
66
The slide uses a simple arithmetic bridge to show the implied value of GGO as a negative cost when buying GGP at $14.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · The AskLoop · Quick Win Big Bet1 hit
71
The table provides a breakdown of GLA, debt, interest rates, duration, sales PSF, occupancy, and occupancy cost for multiple mall properties.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 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
73
The table is organized into four columns of entity names and debt values, with a total sum provided at the bottom right.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
78
The slide uses a waterfall-style buildup to reconcile debt figures.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
80
Includes footnotes explaining assumptions for maturity dates and interest rates.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
81
The table includes a total row and an adjustment for amortization.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
82
The slide provides a detailed breakdown of adjustments to arrive at the PF GGP Debt figure, including cash, claims, interest, and specific debt components.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
83
The table 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 1 hit
85
The table reconciles property revenues and operating expenses to arrive at Cash NOI, including adjustments for non-cash items.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
86
Includes detailed footnotes regarding adjustments for interest income, land sales, and accounting adjustments (straight-line rent, FAS 141).Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
88
The slide provides a detailed breakdown of occupancy cost calculations, including adjustments and source footnotes.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
09
The chart shows a significant dip in inflation during 2009 followed by a recovery.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
11
Uses a causal flow diagram (Economic Weakness -> Accommodative Monetary Policy).Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit