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slides · global inventory

All filtered slides

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

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Slide collection

133,861-133,920 of 319,975

filter-aware
01
Slide 1
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
02
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
03
This appears to be an introductory slide for a target company in an activist investor presentation.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
04
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
05
The slide uses a hierarchical organizational chart structure to categorize key business attributes.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
06
FDO refers to Family Dollar (implied).Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
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
10
The map visualizes current store density to support the thesis of remaining growth potential.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
11
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
13
The slide details specific dollar amounts and operational targets for capital deployment.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
15
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
16
The slide uses a scenario-based table to demonstrate the potential ROIC of a store renovation program.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
17
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
18
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
19
The chart highlights a divergence in performance starting around 2005-2006.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
21
The slide uses a visual callout to highlight the 37% performance gap in 2010.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
22
The slide uses a comparative bar chart structure to illustrate the widening performance gap between the two retailers over a 7-year period.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
24
The chart uses a callout to explicitly mark the KKR buyout event in July 2007.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
25
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
26
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
27
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
28
The slide uses a waterfall-style logic to estimate margin expansion potential.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
30
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
31
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
32
Uses a 'Value-Price' framing to argue for investment.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
33
The slide uses a comparative analysis between DG and FDO to justify a pro-forma valuation.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
34
The table highlights the potential upside (35% to 70% return) if FDO closes 50% to 100% of the profit gap.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
35
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
36
The slide uses a line chart to correlate specific corporate events with stock price volatility.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
37
The slide uses a table to demonstrate the shift in ownership composition toward activist/opportunistic funds.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
38
Family Dollar Stores (FDO)Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
39
The slide highlights the potential value creation from financial engineering (leveraged buyback) combined with operational improvements.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
40
The table uses a 15x EPS multiple to convert operational improvements into per-share value.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
41
The table highlights a specific range of entry/exit multiples yielding 15-23% IRR.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
42
The chart uses a floating bar structure to represent valuation ranges for different scenarios (Operating Improvements, Strategic Buyer, LBO) relative to the current stock price.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
01
Slide 1
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
64
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
65
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
66
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
67
The slide uses a balance sheet structure (Assets vs Liabilities) to define the ideal REIT profile.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
68
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
01
Slide 1
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor 1 hit
02
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor 1 hit
03
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
05
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
06
The slide outlines specific legal constraints and exceptions for NRSROs (Nationally Recognized Statistical Rating Organizations).NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
07
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
08
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Evidence & Proof1 hit
09
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Evidence & Proof1 hit
10
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Impact & Next StepsLoop · So What Cascade1 hit
11
The slide uses a side-by-side comparison to highlight the shift from an issuer-pay model to an investor-pay model.NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Impact & Next StepsLoop · So What Cascade1 hit
12
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Impact & Next StepsLoop · So What Cascade1 hit