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Matching slides 41,127
Current window 21,421-21,450
Pages 1,371
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Component
21,421-21,450 of 41,127
01
Morgan Stanley | Investment Banking Pitch Book | 36 slidesMorgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Situation & Context1 hit
03
The slide compares current market price metrics and valuation multiples (AV/Revenue) against a proposed 'Wookiee Offer'.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Problem & Complication1 hit
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Includes a table of stock price trading statistics and specific event annotations.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Problem & Complication1 hit
09
Yoda management estimates as of 7/25/2019; assumes fiscal year ends Feb. 1; projections represent non-GAAP metrics.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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Yoda street estimates based on Wall Street research as of 6/5/2019; Yoda management estimates as of 7/25/2019; assumes fiscal year ends Feb. 1; projections represent non-GAAP metrics.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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Management-provided cases as of 7/25/2019; Gross Margin FY21 and FY22 estimates not provided by management.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
12
The table compares Wall Street research estimates against internal management projections across three scenarios (Low, Base, High) for fiscal years 2019-2021.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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1. Yoda street estimates based on Wall Street research as of 6/5/2019; Yoda management estimates as of 7/25/2019; assumes fiscal year ends Feb. 1; projections represent non-GAAP metrics.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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The slide includes a disclaimer regarding the source of estimates and fiscal year assumptions.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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Includes a preliminary draft watermark and detailed notes on projection methodology.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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The slide uses a tornado/floating bar chart to visualize valuation ranges across different financial methodologies.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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Includes median calculations for peer groups.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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The chart displays two sets of multiples (CY2019E and CY2020E) for 14 companies, including Yoda Street.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Includes both Street Case and Management-Approved Extrapolations; uses mid-year convention.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Includes two main tables: FCF build and DCF valuation sensitivity analysis.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Includes Management Base Case projections and sensitivity analysis across discount rates and perpetual growth rates.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Includes valuation date, mid-year convention, and specific assumptions regarding non-GAAP metrics and tax credits.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The chart uses a stacked bar approach to show the sum of NTM Revenue Growth and NTM EBITDA Margin (Rule of 40 metric).Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses placeholder names 'Wookiee' and 'Yoda' for specific entities, likely to mask sensitive or specific subsidiary names in a draft.Morgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Morgan Stanley | Investment Banking Pitch Book | 36 slidesMorgan Stanley | Investment Banking Pitch Book | 36 slides · Morgan Stanley
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
02
Overstock | Results Presentation Deck | 46 slidesOverstock | Results Presentation Deck | 46 slides · Overstock
Conference presentation Investor relations 1 hit
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The chart uses a waterfall-style logic to show the progression of EBITDA, with a specific callout for the change in allocation methodology in Q2 2019.Overstock | Results Presentation Deck | 46 slides · Overstock
Conference presentation Investor relations Beat · ProblemLoop · Mece Breakdown1 hit
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The chart illustrates a crossover point where Retail Contribution is projected to exceed Retail Tech and G&A expenses.Overstock | Results Presentation Deck | 46 slides · Overstock
Conference presentation Investor relations Beat · FinancialsLoop · Cost Of Inaction1 hit
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The slide compares Overstock's quarterly trends with Wayfair's annual trends.Overstock | Results Presentation Deck | 46 slides · Overstock
Conference presentation Investor relations Beat · Financials1 hit
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The 2019 bar is outlined to indicate it is a projection/outlook.Overstock | Results Presentation Deck | 46 slides · Overstock
Conference presentation Investor relations Beat · Financials1 hit
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The slide provides a detailed non-GAAP to GAAP reconciliation for Overstock.com.Overstock | Results Presentation Deck | 46 slides · Overstock
Conference presentation Investor relations 1 hit
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Includes a footnote regarding a 2018 accounting change for Club O Rewards and gift card breakage.Overstock | Results Presentation Deck | 46 slides · Overstock
Conference presentation Investor relations 1 hit
45
The slide includes a disclaimer at the bottom regarding non-GAAP financial measures.Overstock | Results Presentation Deck | 46 slides · Overstock
Conference presentation Investor relations 1 hit
06
Silicon Valley Bank | Results Presentation Deck | 67 slidesSilicon Valley Bank | Results Presentation Deck | 67 slides · SVB Financial Group
Conference presentation Investor relations 1 hit
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The slide uses a process flow to show how model sensitivity is adjusted by assumptions to reach an expected outcome, followed by a list of mitigation strategies.Silicon Valley Bank | Results Presentation Deck | 67 slides · SVB Financial Group
Conference presentation Investor relations Beat · NeedLoop · Zoom In1 hit