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Matching slides 60,557
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29,101-29,130 of 60,557
06
The slide uses a combination of bar charts, geographic maps, and a data table to illustrate market position and economic indicators.AMC | Mergers and Acquisitions Presentation Deck | 10 slides · AMC
Consulting deck Investment bank Beat · Problem & ComplicationLoop · Aha Moment1 hit
07
The slide uses a waterfall-like additive structure to show the combined entity post-transaction.AMC | Mergers and Acquisitions Presentation Deck | 10 slides · AMC
Consulting deck Investment bank Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
10
The table includes a reconciliation between calendar years/quarters and SoftBank financial years/quarters.arm | Investor Presentation Deck | 40 slides · ARM
Conference presentation Investor relations Beat · Early Struggles1 hit
17
Uses a before-after bridge to illustrate the shift in business contribution profile.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
18
Includes specific arrows pointing to inter-company eliminations; mentions 75/25 G&A allocation assumption.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
20
The slide uses a stacked bar chart to demonstrate that the Real Estate and Franchise segment is the primary driver of EBITDA growth, accounting for ~80% of the total.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
21
Assumes McOpCo G&A to be 25% of consolidated G&A and Real Estate and Franchise G&A to be 75% of consolidated G&A. Assumes McOpCo pays franchise fees of 4% of sales and rent of 9% of sales.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
23
Includes a quote from Fred Turner to support the thesis that owner-operators are more effective than corporate managers.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
28
The slide uses a 'before-after' comparison structure to justify a corporate restructuring proposal.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution & ApproachLoop · The Reveal1 hit
31
Part of Pershing Square's McOpCo IPO proposal.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution & ApproachLoop · The Reveal1 hit
32
The slide uses a weighted average for the industry total to provide a benchmark for the proposed McOpCo IPO valuation.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution & ApproachLoop · The Reveal1 hit
33
Includes detailed footnotes explaining the derivation of net debt, McOpCo stake, and share buyback assumptions.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution & ApproachLoop · The Reveal1 hit
37
Part of Pershing Square's proposal for a McOpCo IPO.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
38
The slide uses peer data to justify the financial feasibility of the proposed McDonald's spin-off structure.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
50
The slide argues for a valuation re-rating of McDonald's based on its business model characteristics.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
52
The chart distinguishes between 'Based on Pershing Assumptions' (1990-1999) and 'Based on Reported Financials' (2000-2004).Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
53
The slide uses a comparison frame to argue for the attractiveness of the proposed McDonald's restructuring.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
54
The slide uses a comparison table to highlight the yield advantage of the proposed McDonald's restructuring over risk-free government debt.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
55
The slide uses a comparative framework to highlight the yield advantage of McDonald's stock over government bonds.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
56
Includes a specific footnote regarding the McOpCo stake valuation.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
64
The slide calculates taxable gain based on equity market value, IPO percentage, and adjusted basis, then applies a 38% tax rate to determine final after-tax distributions.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
65
The slide breaks down property value and leasehold value to arrive at a total collateral value of $46.4 billion.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
70
The slide highlights that McOpCo is not paying market rent or franchise fees, as evidenced by the allocation of costs.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
71
Includes a footnote regarding D&A allocation assumptions.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
72
Part of a Pershing Square activist deck regarding McDonald's.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
73
The slide includes a yellow callout box explaining the derivation of Free Cash Flows and the impact of proceeds from restaurant closures.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
74
Includes historical data (2002-2005) and projections (2006-2011).Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
75
Includes EBITDA, various cash flow deductions, FCF per share, and debt metrics.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
78
Includes CAGR calculations and key financial metrics like EBITDA, EBIT, and EPS.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
79
Page 78 of an activist investor deck.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit