slides · global inventory
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Matching slides 60,568
Current window 661-690
Pages 2,019
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Component
661-690 of 60,568
70
The slide highlights a specific section (23-28) with a red border, likely indicating the focus of the current argument.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 3 hits
54
Contains three distinct data tables (Exhibits 2A.16, 2A.17, 2A.18) detailing AOL's historical performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps3 hits
281
Contains three distinct exhibits (4.13, 4.14, 4.15) summarizing financial performance and rankings.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
297
Includes footnotes (a) through (d) detailing comparable companies.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
311
Includes detailed financial projections from 2005PF to 2010PF and sensitivity tables for Enterprise Value.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
317
Contains three distinct exhibits (4.54, 4.55, 4.56) summarizing peer valuation metrics.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
43
The slide uses two distinct financial modeling approaches to arrive at a total excess cost figure, highlighting the discrepancy between DuPont's reported figures and the activist's estimates.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor 3 hits
26
Includes peer benchmarking tables for LTL and Asset-Light sectors and a valuation sensitivity table.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor 3 hits
37
Includes detailed financial tables for pro forma capital structure, credit metrics, and valuation scenarios.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal3 hits
41
Includes detailed pro forma capital structure and valuation metrics for base and high scenarios.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal3 hits
22
Includes three distinct tables: Gaming Real Estate Transactions, Public Gaming REIT Valuations, and Public Gaming OpCo Valuations.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 3 hits
05
Includes a peer comparison table, an EV bridge calculation, and a list of peer companies by division.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach3 hits
16
Includes a disclaimer note at the bottom regarding 2015 AFFO projections and dividend exclusion in price change calculations.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter3 hits
17
Includes a disclaimer regarding conservative guidance and exclusion of dividends in price change calculations.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter3 hits
12
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 Breakdown3 hits
47
Contains three financial tables: one in USDS for New Allyes, and two for Shanghai Allyes (one in RMB, one in USDS).Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
48
Includes a footnote regarding currency conversion methodology for the USD table.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
49
Contains three distinct financial tables with currency conversion notes.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
50
Contains historical financial data for two entities, with Beijing Quanshi noted as terminated in 2010.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
51
Contains three financial tables with currency conversions and entity status notes.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
52
Contains three distinct financial data tables with historical performance metrics.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
53
Data presented in both local currency (RMB) and USD for iResearch; USD only for Focus Media Wangjing.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
54
Includes a footnote referencing the valuation firm Oludemi Jagun Dosumm & Co.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
07
The slide uses a forensic accounting approach to highlight a discrepancy between the company's stated 11.4% organic growth and the implied inorganic growth figures.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
12
Includes two sensitivity tables for DCF valuation (USDm and per share NZD) based on WACC and perpetuity growth rates.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Loop · Cost Of Inaction3 hits
13
Includes a bridge from Enterprise Value to Equity Value per share.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Iceberg3 hits
30
Includes historical financial data (2006-2013) and a valuation bridge to arrive at a 22% upside.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown3 hits
08
The slide uses a combination of bulleted arguments and three distinct financial tables to justify a high exit multiple for an LBO scenario.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction3 hits
09
Includes detailed pro-forma financial tables comparing current vs. post-transaction metrics and a valuation bridge for TRP shareholders.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain3 hits
21
The slide uses a sensitivity analysis (7.0x, 7.5x, 8.0x) to demonstrate that Xerox is undervalued relative to the Fuji Xerox valuation used by the Board.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution3 hits