slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
Current window 29,101-29,130
Pages 10,126
Rows per page 30
Component
29,101-29,130 of 303,780
01
Corrections Corporation of America (CXW)Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Humble Origins2 hits
29
The slide uses a pie chart to illustrate cost structure and a callout to explain specific expense items.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 2 hits
01
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 2 hits
08
The slide uses a list-based segmentation to categorize assets by quality grade (A+, A, A-).General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 2 hits
26
The slide uses a timeline-annotated line chart to highlight the contradiction between bankruptcy status and stock performance.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
29
The slide uses a direct excerpt from the U.S. Bankruptcy Code to establish the legal standard for plan confirmation.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
38
Includes detailed footnotes regarding assumptions for cash flow, interest expense, and debt conversion.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test2 hits
54
The slide includes a specific callout box explaining why Simon's metrics are slightly skewed by the Mills portfolio.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
01
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Problem2 hits
04
The slide references a previous document/page as the source of the proposal.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Problem2 hits
10
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Market SizeLoop · Cost Of Inaction2 hits
58
MPC stands for Master Planned Community.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 2 hits
14
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 · Situation & Context2 hits
18
The chart tracks the average leverage ratio (total liabilities net of cash as a % of current value of assets) for a specific group of REITs.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Situation & Context2 hits
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 Bet2 hits
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 Bet2 hits
62
The slide uses a bar chart to compare historical performance against a projected 2009 estimate.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action2 hits
28
The table highlights the significant margin expansion (EBITDA, EBITDA-Capex, FCF) resulting from the proposed transaction.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach2 hits
29
The slide continues a multi-step plan for value creation.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution2 hits
33
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution2 hits
40
Includes a callout box explaining the underlying EBITDA assumptions and the resulting stock price range.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown2 hits
01
The slide uses a visual metaphor of meditation to represent the desire for monthly dividends, likely mocking a specific investment strategy or market condition.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 2 hits
14
Uses a comparison frame to contrast business areas with the board's lack of relevant experience.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
42
The slide uses a rhetorical question to frame the product mix as the root cause of profitability differences.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
107
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
13
The slide uses a table to bridge the standalone cash flow impact to the post-transaction impact, highlighting a net positive of $484mm.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Logic Chain2 hits
17
The slide highlights TIP REIT's position within the S&P 500 by market cap and its competitive dividend yield among S&P 100 non-financials.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Logic Chain2 hits
01
Wendy's International (WEN)Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 2 hits
11
The chart separates Wendy's (labeled 'Standalone Unfixed') from the peer group with a dotted line.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 2 hits
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The chart highlights the valuation uplift potential for Wendy's when combined with Arby's, assuming cost savings are realized.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 2 hits