-ibd-presentation-2020-gci-liberty-inc-evercore-group-1 · deck
20 IBD presentation 2020 Gci Liberty Inc Evercore Group 1
55 pages · 4 arc beats · 2 loops
20 IBD presentation 2020 Gci Liberty Inc Evercore Group 1
-ibd-presentation-2020-gci-liberty-inc-evercore-group-1 · 2020-01 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 19 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 8 hits — 0/2 slides
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100% 2/2 slides 100% 2/2 slides Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 6 hits — 0/2 slides
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100% 2/2 slides 100% 2/2 slides Financials 13 slides 100% 13/13 slides 100% 13/13 slides · 57 hits — 0/13 slides
69.2% 9/13 slides · 12 hits 61.5% 8/13 slides 100% 13/13 slides 100% 13/13 slides Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 8 hits — 0/2 slides
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Slide inventory
55 every slide · same image gating as the playbook
06
Standard financial advisory disclaimer regarding reliance on management-provided data and lack of independent verification.other
08
Includes detailed footnotes regarding valuation methodology and governance implications.summarize
09
Includes footnotes detailing calculation methodologies and share voting structures.analyze_data
10
Includes footnotes detailing calculation methodologies for FDSO and premiums.analyze_data
11
Includes detailed footnotes regarding voting power, share issuance, and ownership calculations.analyze_data
12
Includes a line chart showing the historical exchange ratio trend and a table summarizing average ratios and premiums/discounts.compare_peers
Open slide detailLoop · Golden Circle
13
Includes a table of historical share price averages and premiums/discounts, with a line chart showing the daily exchange ratio fluctuation.analyze_data
Open slide detailLoop · Golden Circle
14
Includes annotations for 'Public Exchange Ratio Announcement' and specific market values as of 6/29/20 and 8/3/20.analyze_data
Open slide detailLoop · Golden Circle
15
Includes a table of proposal metrics and two charts showing share price reaction and illustrative merger spread.analyze_data
Open slide detailLoop · Golden Circle
16
Financial valuation model showing sensitivity analysis of LBRD share value relative to GLIB proposal.analyze_data
Open slide detailLoop · Golden Circle
17
The table highlights the GCI value range from $2,500M to $3,000M with a red dashed box.analyze_data
Open slide detailLoop · Golden Circle
18
Includes source and methodology notes at the bottom.compare_peers
Open slide detailLoop · Golden Circle
20
Includes detailed footnotes regarding ownership calculations and valuation methodology.analyze_data
21
Includes detailed footnotes regarding tax assumptions, DCF methodology, and debt instruments.analyze_data
22
Includes CAGR calculations and segment-specific performance metrics.analyze_data
23
The chart uses a floating bar format to represent valuation ranges for each methodology.analyze_data
24
Includes DCF model and trading multiples analysis.analyze_data
25
Includes mid-year discounting methodology and specific assumptions regarding YoY growth rates and WACC.analyze_data
27
Includes ownership percentages, voting control, and a valuation table comparing unaffected (6/29/20) vs current (8/3/20) figures.establish_context
28
Includes specific valuation adjustments for Charter tax leakage and Skyhook DCF.analyze_data
29
Includes detailed financial table, share price line chart, and enterprise value calculation.analyze_data
30
The chart compares market-based reference data (52-week high/low, analyst targets) against fundamental valuation methodologies (trading multiples, precedent traanalyze_data
31
Includes mid-year discounting assumptions and WACC-based terminal value calculation.analyze_data
32
Includes financial summary, DCF calculation, and two bar charts comparing TEV/Revenue multiples for peer groups.size_opportunity
Open slide detailBeat · Market Size
34
Includes detailed footnotes explaining valuation methodologies for specific assets like GCI, Evite, and various debt/tax items.analyze_data
35
The slide uses a standard NAV valuation methodology for a holding company.analyze_data
36
Includes specific tax rate assumptions and adjustments for interest carryforward.analyze_data
37
Includes Evercore extrapolation note and detailed footnotes regarding management projections and accounting adjustments.analyze_data
38
Includes detailed footnotes regarding management projections, stock-based compensation, and corporate expense assumptions.analyze_data
39
Includes EV/'20E EBITDA multiples at the bottom of the EBITDA margin charts.compare_peers
45
Includes footnotes explaining specific EBITDA adjustments for each transaction.cite_precedent
46
Includes sensitivity tables for Exit Perpetuity Growth vs WACC and Implied TEV / Terminal EBITDA Multiple.analyze_data
48
Uses mid-year discounting at a 6.75% WACC; includes federal and state tax rate assumptions.analyze_data
50
The table uses mid-year discounting and a 6.0% WACC to arrive at an NPV of $1,134 million for the Federal NOLs.analyze_data
51
Includes two data tables showing average share prices for two reference dates (Unaffected 6/29/20 and Current 8/3/20).analyze_data
52
Includes sensitivity tables for WACC based on Target D/EV and Unlevered Beta/Cost of Debt, plus bottom-up WACC calculations.analyze_data
53
Includes peer group market data and a bottoms-up WACC calculation with low/high sensitivity ranges.analyze_data
54
Includes financial data for 12 companies across two segments, with mean/median calculations and a detailed WACC build-up table.compare_peers
55
Includes two sensitivity matrices for WACC based on varying cost of debt and risk-free rate assumptions.analyze_data