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perella-weinberg-oaktree-presentation-dec-2018 · activist-deck

Perella Weinberg Oaktree Presentation Dec 2018

22 pages · 5 arc beats · 3 loops

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Perella Weinberg Oaktree Presentation Dec 2018

perella-weinberg-oaktree-presentation-dec-2018 · 2018-12
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 17 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 3 slides 100% 3/3 slides 100% 3/3 slides · 19 hits
— 0/3 slides
66.7% 2/3 slides · 3 hits 33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides Market Size 4 slides 100% 4/4 slides 100% 4/4 slides · 23 hits
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75% 3/4 slides 50% 2/4 slides 100% 4/4 slides 25% 1/4 slides Solution 5 slides 100% 5/5 slides 100% 5/5 slides · 26 hits
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60% 3/5 slides 100% 5/5 slides 100% 5/5 slides Team 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits
— 0/2 slides
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100% 2/2 slides
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Financials 3 slides 100% 3/3 slides 100% 3/3 slides · 14 hits
— 0/3 slides
33.3% 1/3 slides 33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides

Slide inventory

22
every slide · same image gating as the playbook
01
Slide 1
transition
Open slide detail
02
front_matter
Open slide detail
03
The chart illustrates the volatility of the exchange ratio over a three-year period, with tables providing specific historical averages and VWAP-based benchmarkcompare_peers
Open slide detailBeat · ProblemLoop · Benchmark Gap
04
Includes a highlighted column for Blended Value Per Share.show_valuation_bridge
Open slide detailBeat · ProblemLoop · Benchmark Gap
05
The slide uses a specific 'Oslo Methodology' to adjust for net accrued incentives and NAV of corporate investments.compare_peers
Open slide detailBeat · ProblemLoop · Benchmark Gap
06
Includes adjustments for Net Accrued Incentives and 75% of NAV of Corporate Investments.compare_peers
Open slide detailBeat · Market SizeLoop · Benchmark Gap
07
The chart illustrates how different look-back periods (2/3-year vs 3-year) and earnings components (IC vs IP) impact implied share prices compared to actual yeaanalyze_data
Open slide detailBeat · Market Size
08
The slide presents two distinct tables: one for historical multiples and one for price impact analysis, both using Oslo methodology.analyze_data
Open slide detailBeat · Market Size
09
Includes two line charts showing 'Incentives Created' vs 'Incentives Paid' for both proposals over years 2021-2025.compare_peers
Open slide detailBeat · Market Size
10
The chart evaluates the impact of different look-back periods (2/3-year vs 3-year) and components (IC vs IP) on implied share price valuation.show_valuation_bridge
Open slide detailBeat · SolutionLoop · Mece Breakdown
11
Includes two tables: one for historical pretax multiples and one for price impact analysis based on 13.0x/6.5x earnings.analyze_data
Open slide detailBeat · SolutionLoop · Mece Breakdown
12
Includes net accrued incentives and 75% of NAV of corporate investments.compare_peers
Open slide detailBeat · SolutionLoop · Mece Breakdown
13
Includes a memo section sensitizing the year in which unitholders seek 100% liquidity.analyze_data
Open slide detailBeat · SolutionLoop · Mece Breakdown
14
Includes sensitivity analysis and specific methodology assumptions for Oslo-based valuation.show_valuation_bridge
Open slide detailBeat · SolutionLoop · Mece Breakdown
15
Includes sensitivity analysis for Berlin price CAGR ranging from -5% to 15% across multiple time horizons and valuation methodologies.analyze_data
Open slide detailBeat · Team
16
appendix
Open slide detailBeat · Team
17
Includes statistical benchmarks (25th, 50th, 75th percentiles) and trailing averages.compare_peers
Open slide detailBeat · FinancialsLoop · Hypothesis Test
18
Includes disclaimer about preliminary draft and source attribution.analyze_data
Open slide detailBeat · FinancialsLoop · Hypothesis Test
19
Includes PWP branding and source/note disclosures at the bottom.analyze_data
Open slide detailBeat · FinancialsLoop · Hypothesis Test
20
The slide uses a 'shading indicates key differences' legend to highlight specific line items where the methodologies diverge.compare_peers
Open slide detail
21
Includes two main tables: Total Oslo Company Value and Analysis of Berlin Multiples Implied by Various Share Prices.show_valuation_bridge
Open slide detail
22
other
Open slide detail