slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 811-840
Pages 2,019
Rows per page 30
Component
811-840 of 60,568
29
The slide breaks down performance contributors, with a note explaining that positions under 50 basis points are aggregated.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction3 hits
152
Uses a waterfall-bridge logic to reconcile reported revenue with implied bookings.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
10
The slide uses a 'fraud-exposure' framework to highlight discrepancies between public filings and private credit reports.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 3 hits
31
Includes footnotes 74-78 detailing legal claims and corporate relationships.Faraday Future Intelligent Electric Inc. (FFAI) · Wolfpack Research
Research note Short seller 3 hits
35
Includes detailed footnotes explaining valuation assumptions, mid-period convention, and tax treatment.Bear Stearns | Investment Banking Pitch Book | 36 slides · Bear Stearns
Consulting deck Investment bank Beat · Impact & Next Steps3 hits
27
The slide uses a standard financial model layout for valuation analysis.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement3 hits
10
Includes a specific event marker for 'Saturn Proposal' at $36.00.Credit Suisse | Investment Banking Pitch Book | 33 slides · Credit Suisse First Boston
Consulting deck Investment bank Beat · Evidence & Proof3 hits
23
Includes detailed footnotes defining the WACC calculation methodology and source data.Credit Suisse | Investment Banking Pitch Book | 33 slides · Credit Suisse First Boston
Consulting deck Investment bank Beat · Evidence & ProofLoop · Hypothesis Test3 hits
29
Includes detailed footnotes explaining the WACC formula and data sources (Ibbotson, U.S. Treasury).Credit Suisse | Investment Banking Pitch Book | 37 slides · Credit Suisse First Boston
Consulting deck Investment bank Beat · Impact & Next Steps3 hits
66
Includes three distinct tables: Implied Domestic and International Multiples, Crown Castle Implied Fiber Multiple, and International Comps.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 3 hits
53
The slide uses a before/after framing to attribute stock performance to activist intervention.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
16
Includes a pro-forma cash flow analysis to justify the dividend payment.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle3 hits
45
The slide uses a bottom-up buildup of value per share across three business segments.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 3 hits
44
The slide uses a bridge framework to reconcile 2015 revenue to 2020 estimates for cliff products.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 3 hits
67
Includes WACC calculation table and two sensitivity matrices (Equity Risk Premium vs Levered Beta and Debt/TEV vs Levered Beta).McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 3 hits
47
Includes detailed footnotes explaining valuation assumptions, tax basis, and synergy estimates.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 3 hits
49
Includes specific valuation multiples for business segments and a step-by-step derivation of Opex/bbl decline based on natural gas price changes.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 3 hits
50
The slide uses annotated tables and callouts to highlight specific entities in government lists.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 3 hits
56
The slide presents financial data for three separate entities in a tabular format.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 3 hits
08
Includes two tables comparing tenant financial metrics at lease commencement vs. present day.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Villain Critique3 hits
13
Includes a bear logo (likely short-seller branding), sales history table, Google Maps screenshot, building permit table, and tax information table.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In3 hits
12
The slide uses three distinct tables to demonstrate the prevalence of scam-related reports associated with Sinch compared to Twilio, Peerless Network, and Telnyx.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap3 hits
149
The slide calculates a $56M opportunity from alcohol mix, which is then added to previous opportunities to reach a $305M cumulative total.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory3 hits
227
Includes a specific reference to Life Time Fitness REIT conversion as a precedent.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 3 hits
274
Uses Moody's rating criteria to derive a synthetic credit score.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 3 hits
277
Includes three distinct tables: Portfolio Sale Assumptions, Remaining Real Estate, and Illustrative Impact of Portfolio Sale on Leverage.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 3 hits
40
Includes a sensitivity analysis table for share repurchases at various premiums.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet3 hits
47
Includes detailed footnotes explaining valuation assumptions, tax rates, and synergy calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 3 hits
49
Contains detailed financial modeling assumptions and sensitivity calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 3 hits
13
The slide uses a sum-of-the-parts valuation approach to isolate the implied real estate value.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 3 hits