slides · global inventory
27 Cost Of Inaction
Loop collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 31,900
Current window 12,511-12,540
Pages 1,064
Rows per page 30
Loop
12,511-12,540 of 31,900
36
The slide uses a clear 'not X, but Y' framing to isolate the actual drivers of failure.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate AchievementLoop · Cost Of Inaction1 hit
37
The slide uses a vertical dashed line to separate historical data (2001-2008) from projected data (2009-2010).Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate AchievementLoop · Cost Of Inaction1 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
29
The slide uses a direct excerpt from the U.S. Bankruptcy Code to establish the legal standard for plan confirmation.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 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
31
The slide uses a comparison framework to reframe GGP's bankruptcy as a liquidity event rather than a fundamental insolvency.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
32
The slide uses a case study approach to demonstrate that equity value can be preserved or enhanced in specific bankruptcy scenarios.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
33
The slide argues that conflicting incentives among stakeholders lead to the underpricing of post-reorganization equity.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
34
General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 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
20
The slide uses a dual-line chart to argue for further cap rate compression based on the historical spread between REIT cap rates and corporate bond yields.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
21
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 · Problem & ComplicationLoop · Cost Of Inaction1 hit
22
The slide uses a table to show how specific acquisitions (Eddie Bauer, Ritz Camera, Filene's, J. Jill) mitigated store closures.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
23
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 · Problem & ComplicationLoop · Cost Of Inaction1 hit
24
The slide highlights that despite industry 'right-sizing' trends, specific retail concepts showed store count growth.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
25
The table provides a breakdown of store counts by company and concept, showing growth across most entities.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
26
The table tracks store expansion for specific mall-based retail concepts.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
27
The chart shows a slight dip in occupancy starting in Q1 2009 compared to 2008 levels, but the trend remains relatively flat.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
28
The chart includes a data table at the bottom showing the percentage point difference between the two groups.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
29
The chart demonstrates stability in bad debt provisions despite the financial crisis period.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
05
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
42
The slide uses a rhetorical question to frame the product mix as the root cause of profitability differences.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
43
This is a simple thesis slide advocating for board change based on a peer comparison.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit