Matching slides 2,176
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Framework

1,201-1,230 of 2,176

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The slide uses a specific historical precedent (SMOD case) to argue for a pattern of behavior by the CEO.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
17
The slide lists bibliographic citations for three distinct studies, each with a brief summary of the research aim, methodology, and findings.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller 1 hit
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Includes a CEO quote from Damon Hininger regarding capacity constraints.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Rising SuccessLoop · Why Now1 hit
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Corrections Corporation of America (CXW)Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
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Slide 25 of a presentation.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
30
The slide uses a direct quote from the Congressional Record to establish a legal precedent for creditor recovery limits.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a direct quote from Justice Stevens to define the 'cram down' standard.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
42
The slide explicitly maps GGP to the 'formula approach' category.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
43
The slide cites the legal precedent established by Justice Stevens in the 2004 Till v. SCS Credit Corp case.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
44
The slide highlights the widespread application of the Till precedent in bankruptcy proceedings.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
45
The slide highlights a legal precedent where the court opted for a formula approach despite arguments for an efficient market rate.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
46
The slide uses a court ruling to justify a specific interest rate methodology, contrasting it with a creditor's higher market rate claim.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
47
The slide uses a process-like flow to map legal criteria to a specific financial outcome (Prime-plus 0.5% - 1.0%).General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
48
The slide uses a legal precedent to preemptively justify a specific financial assumption regarding interest rates in a bankruptcy scenario.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 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
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
48
The slide discusses the principle of personal liability for executives regarding acts committed by subordinates, citing a 1956 French criminal court precedent.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Return with Elixir1 hit
12
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
34
The slide uses a screenshot of a historical document as evidence.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
62
The slide uses a quote to establish historical context and the rationale behind a difficult policy decision.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
93
The slide uses a quote from The Economist to frame the context of social unrest.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
58
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 · Action1 hit
22
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
30
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
15
Text-only research-note layout: top-left page folio '15', top-right Grizzly Reports logo, body paragraphs followed by an orange section headline and two indented Chinese-language excerpts paired with English translations.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller Beat · Agitate1 hit
08
The slide uses a narrative structure to build a case against the company by citing specific regulatory actions and investigations.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
15
The slide uses a case study approach to expose a company's lack of communication and failure to mitigate fraud.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Voice Of Customer1 hit
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Uses a quote from Tim Koller (McKinsey) to validate the thesis.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
101
Uses external media citations to validate the thesis of Target as a beneficiary of economic recession.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
30
The slide uses direct quotes from corporate earnings calls to validate a thesis about market slowdown.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller 1 hit