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slides · global inventory

Sequoia Pitch

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 43,093
Current window 12,271-12,300
Pages 1,437
Rows per page 30
Arc: Sequoia Pitchclear collectionreset all
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12,271-12,300 of 43,093

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Slide 1
Company sponsored report.Focus Universal Inc. (FCUV) · Steve Silver
Research note Short seller Beat · Problem1 hit
02
The slide includes a detailed investment thesis and a peer comparison table for FCUV, SQNS, CMBM, and VVNT.Focus Universal Inc. (FCUV) · Steve Silver
Research note Short seller Beat · Market Size1 hit
05
The table includes historical data from 2019-2020, quarterly estimates for 2021, and annual estimates for 2022.Focus Universal Inc. (FCUV) · Steve Silver
Research note Short seller Beat · FinancialsLoop · Benchmark Gap1 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
02
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
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The slide serves as a transition or context-setting page referencing a past investment thesis.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
04
The slide references a previous document/page as the source of the proposal.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
01
Slide 1
The slide uses a 'connecting the dots' narrative structure to link VPG's design wins to Tesla's product roadmap.Vishay Precision Group (VPG) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
02
Includes a screenshot of a LinkedIn post by Brett Adcock regarding Figure AI.Vishay Precision Group (VPG) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
03
The slide functions as a summary/conclusion page for a Citron Research report, including a financial snapshot and mandatory legal disclosures.Vishay Precision Group (VPG) · Citron Research
Research note Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
03
The slide uses a 'Breton Pulleys' metaphor to describe the circular ownership structure.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · ProblemLoop · Voice Of Customer1 hit
04
The slide uses a hypothetical corporate structure diagram to explain the mechanics of dividend distribution in a circular ownership model.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · Market Size1 hit
05
The slide highlights the complexity of BOL's corporate structure, noting that it involves 'circles within circles' and requires specialized programming rather than standard spreadsheet tools.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · Market Size1 hit
11
Includes a footnote referencing a Redburn research report from 2014.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
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Page 12 of 26. Contains multiple tables: Revenue, Growth, Financial Metrics, Estimated Ports performance, and Valuation multiples.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
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Includes references to specific port concessions and revenue breakdown (THC, port entry, services).Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
14
The slide is a dense text-based research note detailing operational strategy, financial performance, and market dynamics for BOL's port and logistics business.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
15
Includes a historical financial table for the energy segment and valuation rationale.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
16
The table shows EBITDA multiples sensitivity. The text provides business descriptions for Bolloré Énergie, Blue Applications, Blue Car/Autolib, and Blue Storage.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
03
The slide uses a historical context to set up a turnaround narrative.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem1 hit
04
Uses a before-after framing to challenge the conventional perception of McDonald's business model.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
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Uses a before-after framework to illustrate a corporate turnaround.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
14
The slide uses a hierarchical structure to define the business segments.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 hit
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The slide uses a before-after bridge to reclassify EBITDA, highlighting the shift from OpCo-heavy to Brand-heavy profitability.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 hit
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Wendy's International (WEN)Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit
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The table uses a standard EBITDA multiple valuation approach.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit
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The median price of $1.403mm is highlighted with a dashed circle.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses a bottom-up approach to value fee simple units and building-only units, then adjusts for tax basis and compares to total enterprise value.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses a before-after table to demonstrate the impact of a 400bps margin improvement on Adjusted EBITDA.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit
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The table uses EBITDA multiples to derive enterprise value, then subtracts net debt to arrive at equity value per share.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit