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Waterfall Bridge
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Matching slides 2,408
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Framework
271-300 of 2,408
33
Uses a waterfall-bridge style calculation to highlight a specific numerical inconsistency in company disclosures.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
12
Uses a red flag icon to signal accounting concerns.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
19
Uses a waterfall-bridge framework to isolate organic growth from acquisitions.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
18
Includes a waterfall chart projecting earnings growth through 2027.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
Uses a waterfall-bridge chart to expose the gap between company claims and reality.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
61
Uses a waterfall chart to bridge 2026 EPS to 2030 target, and a table to demonstrate the math gap in synergy benefits.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
38
Uses a waterfall chart to bridge Gross Revenue to Net Operational Revenue.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
47
The chart uses a bridge methodology to decompose revenue growth between FY2009 and FY2017.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
52
The chart uses a waterfall structure to bridge from reported margin to adjusted net operational profit margin.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
31
The slide uses a waterfall bridge to show the path from 2006E EBITDA to a 2008 projection.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
33
The chart uses a waterfall structure to show how cash from operations is eroded by various outflows.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
56
The slide uses a waterfall chart to decompose the change in operating ratio. It includes red annotations to highlight specific areas of concern (volumes and productivity).Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
42
The chart uses a floating bar structure to represent valuation ranges for different scenarios (Operating Improvements, Strategic Buyer, LBO) relative to the current stock price.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
28
The slide uses a visual bridge to show EBITDA expansion from current levels to 3x current levels based on housing start volume.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
33
Includes a humorous 'Mr. Bill' character to emphasize the negative outcome.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
101
The chart uses a waterfall-style logic to show the buildup from SRP less discount to adjusted SRP.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
104
The chart uses a waterfall-style logic to show how surcharges and other costs inflate the base SRP to a 'True SRP'.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
143
The slide uses a waterfall-style diagram to break down revenue and expenses, with a specific callout to potential savings.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
302
The slide uses a visual bridge to imply that S&H profit is the primary driver of operating income, suggesting the core business is less profitable than reported.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
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 1 hit
58
The chart uses a waterfall structure to show how incremental operational improvements (cost saves, sales lift, margin expansion) build up to a higher EPS, which is then multiplied by a valuation multiple to derive a stock price.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
44
The chart uses a bridge/waterfall structure to show the cumulative impact of different value-creation levers.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · So What Cascade1 hit
19
The chart shows a cash burn of S$1.6 billion and a requirement for S$4.6 billion in refinancing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
34
The slide uses a bear icon to signify a short thesis.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Valuation Reveal1 hit
06
The slide uses a waterfall bridge to deconstruct the 'Net Subscriber Value' metric.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit
31
The chart uses a stacked bar format to illustrate the components of value (Target Corp vs TIP REIT) at different stages.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
56
The slide uses a waterfall bridge to decompose value drivers.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
116
Uses a bridge chart to illustrate the 74% value uplift from a REIT spin-off.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
33
Uses a waterfall-bridge structure to illustrate value creation from corporate restructuring.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
89
The slide uses a waterfall-style bridge to justify a target share price range of $46.34 to $56.21.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit