slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
Current window 2,581-2,610
Pages 210
Rows per page 30
Framework
2,581-2,610 of 6,294
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The table calculates the 'Music Impact' and shows the adjusted SSS performance.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
49
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
18
The slide uses a comparative analysis framework to argue that Archer's design is inferior to Joby's regarding acoustic performance.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The Struggle1 hit
28
The slide uses a color-coded table to contrast technical specifications between two competitors.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The Struggle1 hit
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The slide uses a comparative framework to frame Archer's design choice as inferior to Joby's.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The Struggle1 hit
30
The slide uses a 'villain critique' framing by comparing Archer to Nikola, implying fraud or over-promising.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The Struggle1 hit
32
The slide uses a geographic map to visualize the service area difference between the two companies' aircraft.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller 1 hit
61
Uses a 'villain' framing technique by comparing Archer to Nikola (a known fraud case) and contrasting their testing environments.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller 1 hit
67
The slide uses a comparison framework to frame Archer as inferior to Joby, referencing a 'Nikola' comparison (implying fraud/over-promising).Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The Victory1 hit
68
The table uses color-coding (red for Archer, green for Joby) to visually emphasize the performance gap.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The Victory1 hit
69
The slide uses a 'villain' framing by comparing Archer to Nikola, implying fraudulent or over-hyped behavior.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The Victory1 hit
15
Die Tabelle zeigt einen deutlichen Rückgang bei verschiedenen Metriken für HelloFresh im Vergleich zu anderen Diensten.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 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
11
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
15
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
23
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
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 & Approach1 hit
31
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
32
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
37
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
38
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
50
The slide argues for a valuation re-rating by comparing McDonald's to higher-multiple sectors.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
53
The slide uses a comparison frame to highlight the superior yield of the proposed McDonald's structure compared to a REIT benchmark.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
54
The slide uses a comparative framework to highlight the yield advantage of McDonald's stock over risk-free government debt.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
55
The slide uses a comparison frame to highlight the superior yield of McDonald's stock over TIPS.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
08
The slide highlights the performance gap between company-owned and franchised units, adjusted for market rent and franchise fees.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem1 hit
37
The slide uses a comparison framework to contrast current issues with the benefits of the proposed spin-off.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
38
The slide argues for a valuation multiple of 12.5x-13.5x EV/2006E EBITDA based on peer similarity.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
17
The slide uses a qualitative argument supported by LinkedIn SalesNavigator search data to frame Sinch as under-resourced in critical compliance functions compared to its peer, Twilio.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Capability Gap1 hit
07
The slide uses a historical precedent to frame Wendy's current situation as a turnaround opportunity similar to McDonald's past.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit