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slides · global inventory

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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

Slide type composition

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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

133,921-133,980 of 319,975

filter-aware
02
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
03
The slide serves as a transition or context-setting page referencing a past investment thesis.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
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 · Problem1 hit
05
The slide uses a checkmark list to denote positive outcomes and a box with an 'X' icon to denote a deviation from the original suggestion.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
06
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
07
The slide contrasts stock price appreciation with TEV growth to suggest a valuation discrepancy.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
08
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
09
The chevron shape acts as a visual transition marker.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Market Size1 hit
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 Inaction1 hit
11
The slide uses a Bloomberg terminal screenshot to provide evidence for the thesis.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Market SizeLoop · Cost Of Inaction1 hit
12
Includes a trend arrow overlaying the bars to emphasize growth.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Market SizeLoop · Cost Of Inaction1 hit
13
The chart uses a shaded region to denote the LTM (Last Twelve Months) period.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
14
Includes annotations explaining the 2007 downturn and the 2010 uptick.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
15
The chart uses a combination of solid and dashed lines to represent different sectors and the market average.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
16
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
17
The slide argues for further cap rate compression based on the historical spread between REIT cap rates and Baa yields.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
18
The chart uses a green arrow to emphasize the drop to 0% in the final period.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
19
The chart highlights a significant reduction in credit risk for major tenants.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
20
The slide uses a direct quote to manage investor expectations regarding potential revenue loss.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
21
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
22
The chart includes a highlighted trend line segment for the 2010 recovery period.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
23
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
24
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
25
The slide uses a comparison frame to show the post-split structure of the company.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
26
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
27
The slide uses a structured list format to present three core pillars of the investment case.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
28
The slide uses an extended metaphor (analogy) to frame the investment thesis.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
29
The slide uses a financial analogy (margin debt vs. non-recourse debt) to explain risk exposure.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 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
31
The slide uses a visual stack to represent the balance sheet equation: Assets - Liabilities = Equity.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
32
The slide uses a simple arithmetic bridge (Value - Debt = Equity) to illustrate leverage.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
33
Includes a humorous 'Mr. Bill' character to emphasize the negative outcome.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 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
37
Includes a memo section detailing the warrant translation calculation using Black-Scholes.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
39
Mall REIT sector (long General Growth Properties) (GGP)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
41
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Team1 hit
42
The slide calculates anticipated demand as 60% of the $16.09B market cap and anticipated supply as 255 million shares at $15/share.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Team1 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
44
The chart shows a dual-axis plot with implied cap rates on the left and the spread on the right.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Team1 hit
45
The slide uses a blue highlight column for PF GGP to emphasize its position relative to peers.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
46
The slide highlights GGP's competitive positioning post-bankruptcy.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
47
The slide highlights Aliansce's superior performance metrics (higher sales/sq ft, occupancy, and growth) compared to US peers.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
48
The slide uses visual arrows to show the mapping of 'Total Portfolio' metrics from the 2009 reporting structure to the 2010 reporting structure, demonstrating the accounting change.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
49
The slide highlights accounting/reporting practices that potentially mislead investors regarding portfolio performance.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
50
Includes a callout box comparing Simon to Tanger Factory Outlet Centers.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
51
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
52
The slide uses a hierarchical tree structure to define the portfolio composition.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
53
The slide details a specific financial mechanism where GGO retains 80% of proceeds above $10/share.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
54
The slide uses a 'Permitted Liabilities' calculation to justify the sufficiency of the IPO proceeds.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
55
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
56
The slide provides a clear bridge from current shares to pro-forma fully diluted shares.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 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
58
MPC stands for Master Planned Community.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
59
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
60
The slide uses an aerial photograph with overlays to identify landmarks and a specific land parcel sold in June 2007.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
61
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit