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Matching slides 58,039
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18,241-18,270 of 58,039
07
The chart uses shaded regions to denote recessionary periods, suggesting a correlation between economic downturns and dollar store market share growth.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
08
The slide uses red boxes to visually isolate recession years (2001-2002 and 2008-2009) to demonstrate resilience.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
09
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
12
The chart explicitly notes the exclusion of capitalized leases in the calculation.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
14
The chart uses a dual-axis approach to show absolute unit count (bars) and annual growth percentage (line).Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
23
The chart uses a grouped bar format to contrast performance between the two companies over time.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
29
The slide uses a pie chart to illustrate cost structure and a callout to explain specific expense items.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
07
The slide contrasts stock price appreciation with TEV growth to suggest a valuation discrepancy.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 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
17
The slide argues for further cap rate compression based on the historical spread between REIT cap rates and Baa yields.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
18
The chart uses a green arrow to emphasize the drop to 0% in the final period.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
19
The chart highlights a significant reduction in credit risk for major tenants.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
22
The chart includes a highlighted trend line segment for the 2010 recovery period.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
31
The slide uses a visual stack to represent the balance sheet equation: Assets - Liabilities = Equity.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
34
The slide uses a 'pro-forma' (PF) adjustment logic to demonstrate portfolio improvement.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
35
The slide uses a waterfall-style buildup to demonstrate debt reduction.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
36
The slide uses a standard financial bridge format to reconcile historical NOI to a pro-forma figure.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
40
The slide highlights a discrepancy in institutional ownership between established REITs and GGP, suggesting a potential investment opportunity or valuation gap.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
56
The slide provides a clear bridge from current shares to pro-forma fully diluted shares.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
71
The table provides a breakdown of GLA, debt, interest rates, duration, sales PSF, occupancy, and occupancy cost for multiple mall properties.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
72
The slide includes footnotes clarifying that balances are assumed as of the reported date and that the debt is non-recourse.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
73
The table is organized into four columns of entity names and debt values, with a total sum provided at the bottom right.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
74
The slide includes a footnote clarifying that the most recent debt balance is assumed to be the 3/31/10 balance, noting that actual balances may be lower due to amortization.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
75
The table is split into two columns of properties with their respective debt figures.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
76
The slide includes a disclaimer note regarding the assumption that reported balances represent 3/31/10 figures despite potential amortization.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
77
The slide provides a breakdown of debt by entity type and adjusts for amortization.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit