slides · global inventory
Compare Peers
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 9,820
Current window 3,991-4,020
Pages 328
Rows per page 30
Slide function
3,991-4,020 of 9,820
49
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
162
This is a screenshot of a reservation email.Accor SA (AC) · Grizzly Research
Research note Short seller 1 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
29
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
35
The slide uses a color-coded table (red/amber/green) to imply cost disadvantages for Archer.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller 1 hit
36
The slide uses a 'villain' framing by comparing Archer to Nikola, implying potential fraud or over-promising.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller 1 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
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
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 bearish research tone to highlight financial risks.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · Thesis headlineLoop · Cost Of Inaction1 hit
35
The slide uses two bar charts to analyze GSX's performance relative to peers in terms of engagement and traffic acquisition.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 1 hit
38
The table lists companies, their English names/tickers, and influence scores.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 1 hit
39
The slide uses external ranking data and QuestMobile reports to argue that GSX's high valuation is disconnected from its actual market performance.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 1 hit
28
The slide uses a bear logo, likely indicating a short-seller research report (Grizzly Research).Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Loop · Cost Of Inaction1 hit
12
The slide uses three distinct tables to demonstrate the prevalence of scam-related reports associated with Sinch compared to Twilio, Peerless Network, and Telnyx.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 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
18
The slide presents two bar charts: the top one compares Sinch and Twilio, while the bottom one expands the comparison to include Bandwidth Inc and Infobip.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Capability Gap1 hit