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slides · global inventory

All filtered slides

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
Pending
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

133,981-134,040 of 319,975

filter-aware
01
Slide 1
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
02
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
03
Slide 2 of a presentation, likely an investor deck.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
04
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
05
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
06
The slide uses a structured list format to present three core pillars of the investment case.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
07
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
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
13
The slide uses a contrast-pairs framework to explain the divergence in segment 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
15
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
17
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
18
The slide uses a visual comparison of two rounded rectangles to represent leverage ratios.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
19
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Market Size1 hit
20
The slide uses a simple categorization of market drivers and economic enablers.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Market Size1 hit
21
The chart is a standard Bloomberg terminal export.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
22
The chart uses a Bloomberg terminal style aesthetic.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 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
24
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
25
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
26
Slide 25 of a presentation.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
27
Fortune Brands Home & Security (FBHS)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
30
Includes a memo section for market capitalization and enterprise value calculation.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
31
The slide presents two tables: one for Total Return and one for IRR, both indexed against Housing Starts (1.0M, 1.3M, 1.5M) and Recovery Year (2014-2017).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
62
The slide serves as a visual anchor for a real estate development project.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
63
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
64
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
65
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · The AskLoop · Quick Win Big Bet1 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
67
This is a classic 'hook' slide, using a curiosity gap to lead into a reveal.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · The AskLoop · Quick Win Big Bet1 hit
68
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · The AskLoop · Quick Win Big Bet1 hit
69
This is a classic 'Columbo' style reveal (the 'one more thing' trope).Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
70
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 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
79
Includes detailed footnotes explaining debt adjustments and sources.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
84
The slide provides detailed reconciliation of balance sheet items for GGP, likely for valuation purposes.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
87
The slide uses a standard REIT valuation buildup methodology to arrive at an implied cap rate of 6.6%.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
89
The slide uses a primary source document (a news clipping) to establish a precedent for a real estate transaction.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit