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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
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1

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

133,201-133,260 of 319,975

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01
Slide 1
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
04
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
05
This slide serves as an introductory context setting for the activist campaign.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
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This slide serves as an introductory context-setting page for an activist investor deck.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
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Includes same-store sales growth data at the bottom of the chart.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
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The slide highlights the turnaround in cash flow performance following 2002.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
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The slide uses a callout box to emphasize the underperformance of the stock.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
10
The QSR index significantly outperforms both McDonald's and the S&P 500 over the 5-year period.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses a 'Pershing Square' logo in the top left corner. The data is based on 30-day average trailing prices as of 11/11/05.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses a simple two-column comparison to illustrate the economic relationship between the corporate entity and its franchisees.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses an org-chart style diagram to illustrate the business structure and highlights a specific accounting/operational critique regarding transfer pricing.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses a hierarchical structure to categorize business units and then compares them across four key financial metrics.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
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Uses a before-after bridge to illustrate the impact of accounting adjustments on segment EBITDA contribution.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
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The slide uses a before-after visual to demonstrate how accounting adjustments shift the perceived value contribution of McDonald's business segments.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
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Includes specific arrows pointing to inter-company eliminations and rent/fee adjustments.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
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The slide uses a specific G&A allocation assumption (75% to Real Estate/Franchise) to derive the segment EBITDA.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
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The slide highlights the resilience of the Real Estate and Franchise segment compared to the core McOpCo business.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
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The chart compares Pershing's assumptions for earlier years against reported financials for later years.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
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Uses historical quotes to frame the current activist argument against company-owned stores.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a quote to frame the argument that owner-operators are more efficient than corporate managers.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
24
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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The slide details the mechanics of a capital allocation strategy involving debt issuance and share repurchases.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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The slide uses a before-and-after visual structure to explain the corporate restructuring proposal.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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Part of Pershing Square's proposal to McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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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 & Approach1 hit
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Part of a series of slides detailing Pershing Square's proposal for McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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Part of a series of slides detailing the Pershing Square proposal for McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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The slide argues for a valuation re-rating of McDonald's by comparing it to higher-multiple sectors.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
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Part of Pershing Square's proposal for a McDonald's spin-off/IPO.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
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Part of Pershing Square's proposal for a McOpCo IPO.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
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The slide presents a valuation model based on 2006E EBITDA multiples.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
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Includes detailed footnotes explaining debt allocation, stake in McOpCo, and share repurchase assumptions.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
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The slide outlines a recapitalization strategy involving debt issuance to fund share buybacks.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a yellow bar for McDonald's to distinguish it from the blue bars of the peer group.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
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Stock prices as of 11/11/2005. PF McDonald's EV assumes a valuation multiple of 13x EV/FY'06 EBITDA. Total Debt includes Preferred.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
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Part of Pershing Square's proposal for a McOpCo IPO.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a waterfall-like logic to bridge current valuation to a revalued state based on sum-of-the-parts.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
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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 Breakdown1 hit
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The slide uses a specific FCF calculation methodology defined in the text block.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
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The slide uses a list-based argument structure to address potential concerns about transaction complexity and cost.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
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The slide uses a 'preempt_rebuttal' strategy by explicitly stating that the current valuation is conservative and does not account for these potential improvements.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · So What Cascade1 hit
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The chart uses a bridge/waterfall structure to show the cumulative impact of different value-creation levers.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · So What Cascade1 hit
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The slide uses a checkmark list to emphasize the positive outcomes of the proposal.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The table illustrates the allocation of costs and revenue to demonstrate that McOpCo is not paying market rates for rent or franchise fees.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Includes specific annotations (blue arrows) highlighting inter-company eliminations for rent and franchise fees.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Contains specific financial modeling assumptions for a transaction involving McOpCo and McDonald's.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide outlines a specific corporate finance transaction structure involving a parent company (McDonald's) and a subsidiary (McOpCo).McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide uses a yellow callout box to emphasize the key takeaway regarding tax liability.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide explicitly states the assumption that no incremental debt is issued post 9/30/2005.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Includes pro forma adjustments for share buybacks and minority interest.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The table compares current valuation metrics against a post-IPO scenario for McOpCo, showing an implied share price premium.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide provides a breakdown of unit-level economics comparing US McOpCo, International McOpCo, and US Franchisee units.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide uses a dashed line to anchor the 1999 peak price against the subsequent performance.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit