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Quantify Opportunity
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 3,378
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Slide function
271-300 of 3,378
99
The chart illustrates the expansion of the P/E multiple from 2008 to 2014.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
91
The slide highlights the $10.01 EPS and $140.18 intrinsic value at 65% OR and 6% growth.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor 1 hit
20
The slide contrasts management's conservative $100mm estimate with a theoretical $230mm contribution margin, concluding the actual value lies between them.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
15
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
16
The slide uses a scenario-based table to demonstrate the potential ROIC of a store renovation program.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
34
The table highlights the potential upside (35% to 70% return) if FDO closes 50% to 100% of the profit gap.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
39
The slide highlights the potential value creation from financial engineering (leveraged buyback) combined with operational improvements.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
41
The table highlights a specific range of entry/exit multiples yielding 15-23% IRR.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
60
The slide uses historical data to frame a problem of scale regarding capital requirements.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
63
The slide uses a hypothetical cost structure based on Essent Group to demonstrate the unprofitability of new entrants.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
95
The slide explicitly notes that this estimate excludes income from investing the float produced by the guarantee business.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
97
The table uses a waterfall-style logic to arrive at net income from G-fees.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · 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
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
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
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
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
327
The slide uses a simple multiplication framework to derive a total loss figure, while noting that this is a conservative estimate.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
118
The slide illustrates the potential returns of a currency carry trade/leverage strategy based on HKD/USD peg dynamics.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
119
The slide uses a specific scenario of revaluation to 6.00 (+30%) to illustrate the investment thesis.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
120
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 · Solution (Provide relief)1 hit
57
EPS dilution assumes $50/share; excludes real estate, other, qualified pension expense, $230mm interest expense, and 37% tax rate.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
59
J.C. Penney Company, Inc. (JCP)J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
14
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
15
The slide uses a comparison table to justify a higher valuation target.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
17
The slide uses a weighted average calculation to justify a 5% growth target.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
20
The slide uses a bridge-like structure to highlight specific areas for margin expansion (Gross Margin and SG&A).The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
21
The slide uses a table to justify a higher-than-reported gross margin estimate based on segment-level analysis.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
31
The slide uses a 'bridge' logic to show the path from current performance to a target EPS.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit