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Quantify Opportunity
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Matching slides 3,378
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Slide function
241-270 of 3,378
67
The chart shows a historical average of 0.35x, which the activist argues should be lower.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
08
Methodology relies on LA County inspection data, Zillow home values, and expert interviews regarding insurance coverage endorsements.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
31
The slide uses a waterfall bridge to show the path from 2006E EBITDA to a 2008 projection.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
37
The slide uses a 'worth more dead than alive' framing to argue for liquidation or divestiture based on capital efficiency.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
02
Includes a qualitative discussion on M&A potential for ATOM.Atomera Inc. (ATOM) · Richard Shannon
Research note Short seller Beat · InterestLoop · Cost Of Inaction1 hit
10
The chart highlights that while other asset classes show high volatility, the 'Mall' line (blue) remains within a tighter band, particularly during market downturns.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
12
The chart illustrates the potential for rent increases as leases expire and are renewed at higher market rates.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
37
Includes footnotes detailing assumptions for cash flow adjustments and valuation methodology.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
63
General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
64
The slide uses an aerial photograph as evidence of under-utilization or under-earning potential.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
67
The table highlights the 9.4% cap rate column and the 5.5% ownership row as the break-even point.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
179
The slide uses a 'back-of-the-envelope' calculation to argue that reported adverse events are undercounted.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
51
The slide uses a 'Memo' table to derive the FCF per share used in the main sensitivity table.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
52
The chart distinguishes between 'Based on Pershing Assumptions' (1990-1999) and 'Based on Reported Financials' (2000-2004).McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
41
The slide uses a specific FCF calculation methodology defined in the text block.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
11
The slide uses a hypothetical scenario to demonstrate the value of separating real estate from retail operations.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
12
Includes a calculation of implied cap rate based on estimated market rent.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
29
The slide uses a before-after comparison to highlight a 16% accretion in FCF per share.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
30
The slide uses a bridge-like comparison to show the accretion of Maintenance FCF/share.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
46
Includes arrows highlighting key changes in Ground Lease Expense, Total Investment, and ROIC.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
63
The slide uses a replacement cost methodology to estimate the value of assets that would revert to the landowner in a default scenario.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
64
The slide uses a custom 'Lease Security' metric to argue for the safety of the investment.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
80
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
94
Uses a ground lease model to reduce total investment capital, thereby boosting ROIC.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
97
Uses a quote from Tim Koller (McKinsey) to validate the thesis.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
29
Includes specific footnotes detailing the assumptions behind the IPO valuation and cost structure.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
30
The slide outlines a $9.2bn cash flow scenario involving IPO proceeds, credit card sale proceeds, and operational cash flow.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
31
Includes a callout box highlighting $9.2bn of total debt paydown.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
34
The slide uses a two-part scenario table to demonstrate valuation upside.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
30
Wendy's International (WEN)Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit