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 2,671-2,700
Pages 2,019
Rows per page 30
Component
2,671-2,700 of 60,568
08
The slide uses a sum-of-the-parts logic implication by contrasting restaurant multiples with higher packaged food multiples.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
18
Includes a pro-forma EBITDA and net debt buildup table followed by a 2D sensitivity matrix.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
17
Part of an activist investor presentation by Sandell Asset Management.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
11
Includes two tables: a peer valuation table and an estimated NOI breakout table by asset type.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown2 hits
25
Uses BBFAW and FAIRR data to highlight McDonald's underperformance.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
58
The slide provides a mapping of qualitative ESG definitions to quantitative weighting data from agencies like SASB, TCFD, FAIRR, ISS, MSCI, and Sustainalytics.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
06
The slide uses a valuation bridge to expose a discrepancy in the deal terms.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem2 hits
16
Uses quotes from management to contradict the 'turnaround' narrative.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 2 hits
58
The slide uses a 'best-in-class' margin scenario to justify the valuation upside.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
21
Includes a detailed 'STB Adjusted Yield Calculation' table to justify the yield premium argument.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
39
The slide argues that income stocks should be valued on cash flow after maintenance capex, excluding one-time growth investments.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal2 hits
40
The slide argues for the sale of Greyhound to focus on UK turnaround efforts and provides a valuation estimate based on 10x-10.5x EBITA multiples.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal2 hits
42
The slide uses a 'Why repay bonds?' structure to justify a specific capital allocation strategy.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal2 hits
46
Includes detailed footnotes explaining the methodology for the Sandell estimate of the UK Bus pension deficit.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
47
The slide argues that the reduction in debt and pension liabilities outweighs the reduction in EBITDA and interest expense.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
50
The slide compares the upfront cost of retiring debt against the NPV of future interest savings.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
12
Uses direct quotes from earnings calls to highlight contradictions.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate2 hits
22
The slide uses a rhetorical question and a 'no' symbol to emphasize the contradiction between performance and pay.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate2 hits
31
The slide uses red circles to emphasize the outlier status of HMA's tenure and low board refreshment rate.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate2 hits
30
The slide uses two distinct scenarios (80% AFFO and 1.10x & VZ Deal) to demonstrate downside protection and IRR potential.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle2 hits
25
The tables highlight the $125 dividend scenario as a focal point.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach2 hits
15
Includes additional value sources like tax losses and GST claims.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
07
Includes detailed pro-forma valuation tables for the proposed transaction.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Logic Chain2 hits
09
Includes a peer comparison table and a valuation buildup for Westcoast Energy.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Loop · Logic Chain2 hits
10
Includes a valuation bridge for SE's 50% stake and a peer comparison table for NGL Midstream companies.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution2 hits
07
Uses de-consolidation of MLPs to normalize valuation multiples between TRP and ENB.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain2 hits
14
The slide argues for a spin-off to unlock value by creating a pure-play power generation entity.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle2 hits
19
Uses a combination of donut charts for market segmentation and a bar chart for historical revenue.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence2 hits
40
The slide uses a 7.0x multiple as the base case for the bridge calculation.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction2 hits
41
The slide uses a 'Tale of the Tape' format to contrast transaction value vs standalone value, highlighting the lack of a control premium in the transaction.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Closing Ask2 hits