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Matching slides 303,834
Current window 303,451-303,480
Pages 10,128
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303,451-303,480 of 303,834

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The slide uses three charts to demonstrate how capital intensity impacts valuation multiples, emphasizing the need for peer group homogeneity.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Market Size1 hit
31
Includes a specific table demonstrating how to normalize depreciation for comparability.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
33
Page 33 from a UBS Warburg primer on valuation multiples.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
34
Includes a table for FCF calculation and qualitative guidance on non-cash transactions and historical FCF usage.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
35
Discusses consistency between EV and invested capital, alternative capital definitions, and the relationship to ROIC.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
41
Part of a series on valuation multiples; focuses on dividend yield methodology.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Product1 hit
43
This slide presents a series of algebraic derivations for corporate valuation formulas, specifically focusing on the relationship between ROIC, WACC, and growth.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
44
Includes a technical note on handling the 'divide by zero' error when WACC equals growth rate (g) in the GVG target multiple model.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
45
The slide contains only the document header and footer.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
46
The slide contains only the document header and footer.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
01
Slide 1
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
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ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
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ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
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ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
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ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
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ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
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ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
08
The slide uses a contrast between active board participation (solid circles) and adversarial actions (dashed circles) to frame their stewardship style.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
09
The slide uses a timeline framework to establish a history of failed engagement between the company and its investors.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
10
This slide serves as a narrative bridge between private engagement and public activism.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
11
The slide uses a callout box to pivot from the board's refusal to a direct question about shareholder intervention.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
12
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
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The slide uses a logo-grid to visually demonstrate the 'unfocused' nature of the conglomerate.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
14
The chart highlights Seven & i Holdings' underperformance relative to peers, with a significantly lower annualized TSR.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
15
Uses a before-after framing to highlight management failure.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
16
The table highlights the concentration of profit in the 7-Eleven convenience store business.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
17
Uses a bar chart to contrast high-performing 7-Eleven segments against underperforming department/specialty stores.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
18
Uses checkmarks and X marks to highlight strategic omissions in the management plan.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
20
Uses a screenshot of a Business Insider article as evidence of competitive pressure.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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Uses a screenshot of a news article as a primary evidence piece.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit