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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 58,039
Current window 18,121-18,150
Pages 1,935
Rows per page 30
Slide function
18,121-18,150 of 58,039
07
Includes same-store sales growth data at the bottom of the chart.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
08
The slide highlights the turnaround in cash flow performance following 2002.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
17
The slide uses a before-after visual to demonstrate how accounting adjustments shift the perceived value contribution of McDonald's business segments.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
18
Includes specific arrows pointing to inter-company eliminations and rent/fee adjustments.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
19
The slide uses a specific G&A allocation assumption (75% to Real Estate/Franchise) to derive the segment EBITDA.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
20
The slide highlights the resilience of the Real Estate and Franchise segment compared to the core McOpCo business.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
21
The chart compares Pershing's assumptions for earlier years against reported financials for later years.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
49
The slide uses a provocative thesis to reframe the company's business model.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
64
The slide details the tax impact on the distribution to PF McDonald's based on equity market value, book basis, and net debt.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
67
Includes WACC calculation table and two sensitivity matrices (Equity Risk Premium vs Levered Beta and Debt/TEV vs Levered Beta).McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
69
Includes specific growth rates, revenue/cost drivers, CapEx assumptions, and capital structure details.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
70
The slide includes a specific assumption regarding the allocation of G&A (75% to Real Estate/Franchise, 25% to McOpCo).McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
71
The slide details the separation of rent and franchise income/expenses between the two entities.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
72
The table details revenue, operating expenses, EBIT, EBITDA, and Capex across different business segments and inter-company eliminations.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
73
The slide includes a yellow callout box explaining the derivation of Free Cash Flows and the impact of proceeds from closures.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
74
Includes CAGR calculations for the 2006-2011 period.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
75
Page 74 of the deck.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
77
Part of a financial analysis section.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
78
Page number 77 indicated at the bottom.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
79
Page number 78. References assumptions on page 76.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
57
The slide provides a breakdown of unit-level economics comparing US McOpCo, International McOpCo, and US Franchisee units.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
58
The slide uses a dashed line to anchor the 1999 peak price against the subsequent performance.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
64
Includes adjustments for Credit Card and IPO/REIT impacts.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
65
The table includes specific adjustments for 'Credit Card Adj.' and '20% IPO TIP REIT'.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
66
Page number 65 at bottom center.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
67
Includes 'Status Quo' vs 'Pro Forma' comparisons for 2008.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
06
The slide uses a causal link between strategic initiatives and stock price performance.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
15
The slide uses a before-after bridge to reclassify EBITDA, highlighting the shift from OpCo-heavy to Brand-heavy profitability.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 hit
18
The median price of $1.403mm is highlighted with a dashed circle.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit
20
The slide uses a before-after table to demonstrate the impact of a 400bps margin improvement on Adjusted EBITDA.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit