slides · global inventory
Show Valuation Bridge
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,328
Current window 631-660
Pages 45
Rows per page 30
Slide function
631-660 of 1,328
71
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
79
The chart uses a floating bar format to show ranges for three different comparable categories.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
82
The table uses a weighted average approach based on earnings contribution to derive the base business multiple.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
97
The slide uses a pro-forma bridge to justify the acquisition price and expected returns.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
98
The slide uses a hypothetical scenario to justify a valuation premium based on asset acquisition scale.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
103
The slide uses a calculation table to demonstrate the break-even point for the transaction value.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
110
The slide includes a summary table of undiscounted cash flows and a detailed table of discounted cash flows at a 10% discount rate.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
33
The table uses two scenarios for Cap Rate (8.0% and 6.0%) to determine the valuation range.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
40
The table uses a 15x EPS multiple to convert operational improvements into per-share value.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
42
The chart uses a floating bar structure to represent valuation ranges for different scenarios (Operating Improvements, Strategic Buyer, LBO) relative to the current stock price.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
105
The slide uses a standard valuation buildup approach to derive future share price and warrant value.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
31
The slide presents two tables: one for Total Return and one for IRR, both indexed against Housing Starts (1.0M, 1.3M, 1.5M) and Recovery Year (2014-2017).Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
32
The slide uses a scenario-based valuation approach to demonstrate upside potential based on housing starts.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
30
Uses a visual bridge/equation format to demonstrate the relationship between asset value, debt, and equity.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
32
The slide uses a simple arithmetic bridge (Value - Debt = Equity) to illustrate leverage.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
33
Includes a humorous 'Mr. Bill' character to emphasize the negative outcome.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
37
Includes a memo section detailing the warrant translation calculation using Black-Scholes.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
43
The slide highlights the $15.00 share price column with a dashed box.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Team1 hit
57
The slide presents a standard capital structure bridge to arrive at Enterprise Value.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
66
The slide uses a simple arithmetic bridge to show the implied value of GGO as a negative cost when buying GGP at $14.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · The AskLoop · Quick Win Big Bet1 hit
04
The chart demonstrates long-term market mispricing of earnings growth potential.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
26
The slide uses a 'However' transition to pivot from a standard valuation to a more complex, asset-based argument.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
29
The table uses a weighted average approach (70% * 20.0x + 30% * 8.0x = 16.4x).Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
56
The slide uses a bottom-up P&L build to justify a future earnings target.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
58
The chart uses a waterfall structure to show how incremental operational improvements (cost saves, sales lift, margin expansion) build up to a higher EPS, which is then multiplied by a valuation multiple to derive a stock price.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
22
The slide uses a scenario-based valuation approach to estimate year-end 2014 share value.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Why Now1 hit
23
The slide uses a bridge calculation to justify a margin expansion target.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
27
The slide uses a bridge-like structure to justify a margin expansion target.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
42
Slide 41 of a presentation. Includes footnote regarding fiscal year end and dividend assumptions.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
43
The slide uses a combination of a quantitative valuation summary and a qualitative list of value drivers to justify a 'buy' or 'hold' thesis.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit