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118,321-118,350 of 118,471

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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
13
The slide uses a DCF-based logic to derive a 'fair' multiple retrospectively.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
24
Includes a conceptual diagram of EV components and a table defining Total, Operating, and Core EV.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Market Size1 hit
26
The slide acts as a technical primer on valuation methodology, specifically focusing on the nuances of EV calculation.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Market Size1 hit
27
Includes a detailed Profit & Loss extract table for Nestlé to illustrate the adjustments required for associate income.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Market Size1 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
40
Includes a dual-axis chart comparing PEG and PE ratios against earnings growth.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Product1 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
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
30
The chart uses a waterfall-bridge style to show how different segments contribute to the total EBITDA.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
33
The slide uses a comparison frame to highlight the underperformance of group companies versus standalone peers.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
36
The slide uses a process-flow visual to link fuel-based retail to food-based retail.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
38
The chart uses a waterfall bridge to decompose the EPS growth drivers.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
43
Uses a timeline framework to highlight the sequence of events leading to the deflection of responsibility.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
45
Uses a quote from a Financial Times article to bolster the argument regarding ESG disclosure risks.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
46
Uses a quote-heavy format to frame the company's internal management as chaotic.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
47
The slide uses a combination of direct employee quotes and a media headline to illustrate a toxic corporate culture.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
49
Uses an org chart to visualize complexity and a quote to support the 'diversification discount' thesis.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
53
Uses a stacked bar chart to show board composition and a scorecard format to highlight governance failures.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
54
The slide uses a matrix to visualize the conflict of interest for each director.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit