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Matching slides 96,741
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96,661-96,690 of 96,741
07
Document from November 2001, UBS Warburg.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · SolutionLoop · Golden Circle1 hit
08
The slide discusses the limitations of accounting-based metrics and advocates for cash-flow based adjustments.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · SolutionLoop · Golden Circle1 hit
10
The slide contains a dual-axis line chart showing General Motors share price and 5-year moving average EPS from 1973 to 2001.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
11
Includes a formula for forward price and a conceptual note on maturity.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
14
The slide discusses the relationship between value drivers (return on capital, growth) and valuation multiples, referencing a specific UBS Warburg calculator.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
15
The slide outlines the mathematical derivation of target multiples based on ROIC, WACC, and growth rates, extending into a two-stage DCF-style formula.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
19
The chart illustrates how different growth drivers (ROE vs COE) impact valuation multiples over time.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Loop · Hypothesis Test1 hit
21
The slide highlights the limitations of simple linear regression in valuation and emphasizes the importance of return on capital.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
22
The slide includes a scatter plot showing the relationship between Price/book value and (ROE-g)/(COE-g).valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
28
This is a page from a valuation primer document.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Market Size1 hit
30
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
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
19
The slide highlights a capital allocation inefficiency by contrasting spending with expected returns.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
21
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
32
The slide uses a stacked bar chart to show the composition of 14bn yen in synergies and a big number callout for the <4% metric.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
34
The slide uses a bar chart to contrast 7-Eleven's 32% margin against Couche-Tard's 46% margin.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
35
The chart uses bubble size to represent system sales. The slide explicitly calls out a $625m profit potential from expense efficiency.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
44
Uses a combination of bar chart, table, and rhetorical questions to highlight a strategic gap.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
48
The chart uses a deviation from the mean (0) to highlight negative performance of specific group entities.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
50
Uses a custom 'VAC Evaluation' framework to categorize disclosure quality.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
51
Uses a comparative structure to show initial partnership goals vs. lack of follow-through, ending in the partner leaving.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
52
Uses a timeline to frame the 7Pay failure and a quote box to provide evidence of internal dysfunction.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
56
Uses a binary choice framing to highlight governance and structural inefficiencies.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
63
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
05
This is a two-page spread; the left side provides instructions on how to use the handbook, and the right side acts as a section divider for Chapter 1.Valve culture code · valve-culture-code
Deck Investor relations Beat · Setup1 hit
08
Handwritten annotation on the left page: '* See Page 18, Pg 22'.Valve culture code · valve-culture-code
Deck Investor relations Beat · Ordinary WorldLoop · Golden Circle1 hit
11
This is a two-page spread from the Valve employee handbook.Valve culture code · valve-culture-code
Deck Investor relations Beat · Ordinary WorldLoop · Voice Of Customer1 hit
12
This is a two-page spread from the Valve Handbook for New Employees. Page 14 discusses recruiting, page 15 discusses cabals.Valve culture code · valve-culture-code
Deck Investor relations Beat · Ordinary WorldLoop · Voice Of Customer1 hit