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

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Slide collection

133,381-133,440 of 319,975

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01
Slide 1
TIP likely refers to Target Corporation (TGT).Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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The slide serves as a foundational argument for a potential real estate spin-off or valuation unlock.Target Corporation (TGT) · William Ackman
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The chart highlights Target's superior real estate ownership position relative to peers.Target Corporation (TGT) · William Ackman
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The slide uses a hypothetical scenario to demonstrate the value of separating real estate from retail operations.Target Corporation (TGT) · William Ackman
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Includes a calculation of implied cap rate based on estimated market rent.Target Corporation (TGT) · William Ackman
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The slide uses a sum-of-the-parts valuation approach to isolate the implied real estate value.Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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Uses a before-after framework to illustrate a corporate restructuring/spin-off.Target Corporation (TGT) · William Ackman
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The slide uses a Q&A format to frame the solution.Target Corporation (TGT) · William Ackman
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The slide uses a comparison frame to highlight the valuation gap between the company's current trading multiple and comparable asset classes.Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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The slide uses a process flow diagram to illustrate a corporate restructuring/spin-off strategy.Target Corporation (TGT) · William Ackman
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The slide uses a process flow diagram to illustrate corporate restructuring steps.Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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The slide uses a structured list format to categorize assumptions by business area (Lease Terms, Credit Card Business, CapEx, Facilities Management, Capital Structure, Dividends, G&A).Target Corporation (TGT) · William Ackman
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Includes footnotes regarding standalone costs and normalized interest expense.Target Corporation (TGT) · William Ackman
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Includes footnotes detailing adjustments and assumptions for the pro-forma consolidation.Target Corporation (TGT) · William Ackman
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The slide uses a before-after comparison to highlight a 16% accretion in FCF per share.Target Corporation (TGT) · William Ackman
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The slide uses a bridge-like comparison to show the accretion of Maintenance FCF/share.Target Corporation (TGT) · William Ackman
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The slide uses a process flow diagram to illustrate corporate restructuring.Target Corporation (TGT) · William Ackman
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The slide uses two flowcharts to illustrate the structural changes in Step 5 and Step 6.Target Corporation (TGT) · William Ackman
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53
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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54
Uses a simple additive model for valuation based on benchmark yield plus credit spread.Target Corporation (TGT) · William Ackman
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55
The table displays a 20-year DCF model summary with specific assumptions for discount rates and cap rates.Target Corporation (TGT) · William Ackman
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The slide uses a sum-of-the-parts approach to justify a $38/share valuation.Target Corporation (TGT) · William Ackman
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The chart is a simple stacked bar representing the sum of two parts ($36 + $31 = $67).Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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Includes a summary box for Mean, Median, High, and Low cap rates.Target Corporation (TGT) · William Ackman
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The slide uses a comparison frame to argue for a lower cap rate valuation.Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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Page 61 of the deck.Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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64
Includes adjustments for Credit Card and IPO/REIT impacts.Target Corporation (TGT) · William Ackman
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65
The table includes specific adjustments for 'Credit Card Adj.' and '20% IPO TIP REIT'.Target Corporation (TGT) · William Ackman
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Page number 65 at bottom center.Target Corporation (TGT) · William Ackman
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67
Includes 'Status Quo' vs 'Pro Forma' comparisons for 2008.Target Corporation (TGT) · William Ackman
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Page number 67 at the bottom.Target Corporation (TGT) · William Ackman
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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Includes footnotes regarding normalization and IPO proceeds.Target Corporation (TGT) · William Ackman
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The table uses a standard financial reporting format with a vertical split between Pro Forma 2008 and Calendar Years 2009-2013.Target Corporation (TGT) · William Ackman
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The table shows a consistent pattern of debt financing covering development capex and dividends, with ending cash balance remaining flat at $3mm.Target Corporation (TGT) · William Ackman
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73
The table shows historical and projected data from 2008 to 2013, calculating CAGR and revenue growth.Target Corporation (TGT) · William Ackman
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74
The slide provides a detailed breakdown of financial performance and operational growth projections for a REIT model.Target Corporation (TGT) · William Ackman
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Page number 74 at the bottom.Target Corporation (TGT) · William Ackman
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76
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
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Includes adjustments for REIT spin-off (embedded facility management costs, rent expense, etc.) and share repurchase impacts.Target Corporation (TGT) · William Ackman
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Page number 77 at bottom center.Target Corporation (TGT) · William Ackman
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Page number 78 at the bottom.Target Corporation (TGT) · William Ackman
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Page number 79 at the bottom.Target Corporation (TGT) · William Ackman
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