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Bill Ackman Town Hall meeting about Target proxy contest

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Apologies if someone posted a link already:


No new information for those following the proxy battle. It's interesting that Ackman seems to want board seats without a specific plan. He is surprisingly noncomittal on specifics regarding sale-leasebacks and funds from the sale of the credit portfolio.

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Here's a little riddle for those who follow the fight and business:


1. Which slide disappeared from Ackman's last powerpoint filing?

2. Why did he remove it (coincidentally hours after I have blogged about problems with that specific slide)?

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