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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

Tile area is proportional to slide count. Click a category to open its subtype map.

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Slide collection

133,261-133,320 of 319,975

filter-aware
41
The slide serves as a transition to the detailed critique of the proposal.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
42
The slide uses a three-column layout to categorize management concerns and a bottom callout to neutralize them.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
43
The slide highlights a specific qualitative judgment from advisors regarding the trading profile of PF McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
44
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
45
Part of a section titled 'Developing a Response to the Company'.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
46
Part of section V: Developing a Response to the Company.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
47
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
48
The slide uses a yellow callout box to emphasize the central point of contention.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
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
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
53
The slide uses a comparison frame to highlight the superior yield of the proposed McDonald's structure compared to a REIT benchmark.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
54
The slide uses a comparative framework to highlight the yield advantage of McDonald's stock over risk-free government debt.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
55
The slide uses a comparison frame to highlight the superior yield of McDonald's stock over TIPS.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
56
Includes a section divider box in the top left corner.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
57
Slide 56 of the deck.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Impact & Next Steps1 hit
58
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Impact & Next Steps1 hit
59
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
60
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
61
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
62
Part of Pershing Square's proposal for McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
63
The slide outlines a financial engineering proposal involving a spin-off/IPO structure with tax and debt considerations.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
65
Part of Pershing Square's activist proposal for McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
66
Data as of 11/10/05. Uses treasury stock method.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
68
McDonald's Corporation (MCD)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
76
McDonald's Corporation (MCD)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
01
Slide 1
Wendy's International (WEN)Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
02
Wendy's International (WEN)Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
03
The slide uses a historical context to set up a turnaround narrative.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem1 hit
04
Uses a before-after framing to challenge the conventional perception of McDonald's business model.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
05
Uses a before-after framework to illustrate a corporate turnaround.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 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
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
08
Wendy's International (WEN)Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
09
Slide 8 of a presentation, likely an investor deck.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
10
The slide uses a line chart to visualize stock price volatility alongside annotated key events.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
11
The chart separates Wendy's (labeled 'Standalone Unfixed') from the peer group with a dotted line.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
12
The slide uses a clear contrast between the underperforming subject (Wendy's) and the peer group.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
13
Wendy's International (WEN)Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
14
The slide uses a hierarchical structure to define the business segments.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 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
16
Wendy's International (WEN)Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit
17
The table uses a standard EBITDA multiple valuation approach.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 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
19
The slide uses a bottom-up approach to value fee simple units and building-only units, then adjusts for tax basis and compares to total enterprise value.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
21
The table uses EBITDA multiples to derive enterprise value, then subtracts net debt to arrive at equity value per share.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit