slides · global inventory
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Matching slides 8,104
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Pages 271
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3,361-3,390 of 8,104
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The chart shows a shift from shorter-term capital (1-2 year) to longer-term/permanent capital between 2009 and 2014.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Desire1 hit
57
The diagram uses a central triangle to represent the entity, with arrows indicating capital inflows from IPO, private phase rollovers, and management investments.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
25
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
37
Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
74
Uses red 'X' icons to emphasize the lack of comparability across four industry segments.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
15
The slide uses a comparison of operational size vs. valuation to argue for an activist investment thesis.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
04
Note: Facility EBITDA is before G&A.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Humble Origins1 hit
06
FDO refers to Family Dollar (implied).Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
20
The chart shows a significant drop in Dollar General's EBIT per square foot in 2006 prior to the buyout.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
54
The slide includes a specific callout box explaining why Simon's metrics are slightly skewed by the Mills portfolio.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
45
The slide uses a blue highlight column for PF GGP to emphasize its position relative to peers.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
70
This slide is likely from a presentation defending the multi-level marketing structure of Herbalife.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
177
The slide uses a matrix-like structure to categorize three types of fraudulent schemes against two core pillars.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
51
Uses a historical precedent to frame the current investment thesis.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
11
The table uses a color-coded row structure to group categories. The bottom summary table aggregates the risk levels.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 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
25
The slide details the mechanics of a capital allocation strategy involving debt issuance and share repurchases.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 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
26
The slide uses a matrix structure to categorize stakeholder-specific risks associated with the proposed McOpCo IPO.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 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
35
Uses a contrast-pair framework to highlight the superiority of the activist slate.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
45
Uses red X marks for the incumbent nominee and green check marks for the activist nominee to frame the comparison.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
13
The slide uses a sum-of-the-parts valuation approach to isolate the implied real estate value.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
85
The slide uses a contrast-based comparison to frame TIP REIT as a superior, lower-risk alternative.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
88
The slide uses a contrast-pair approach to frame the target company as superior.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
121
The table provides a sensitivity analysis of valuation metrics based on share price.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
132
Page number 131 included at bottom.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
07
The slide uses a historical precedent to frame Wendy's current situation as a turnaround opportunity similar to McDonald's past.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit