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Capital Allocation Framework
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,184
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Framework
331-360 of 1,184
06
Page number 356 included in top right.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
42
The slide uses a custom flow diagram to link operational cash flow and divestment to three specific capital allocation buckets.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
45
Uses a 'What reinvestment?' callout to highlight the gap between corporate messaging and financial reality.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
51
The slide uses a 'bridge' logic to calculate incremental revenue capacity from debt capacity, then compares this to growth shortfalls.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
62
Uses a flow-chart style comparison to contrast standard capital allocation with the target's behavior.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
13
Includes a bridge from Market Cap to Enterprise Value and a table of valuation multiples and growth/margin metrics.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
70
The slide uses a 'Spruce Point Adjusted EBITDA' to derive debt capacity and then calculates potential inorganic sales growth based on acquisition multiples.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
06
Includes a comparison table of competitors at the top and a benchmark example (AutoZone) at the bottom.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
05
This is a text-heavy shareholder letter page outlining governance and strategic demands.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
32
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
04
Page 4 of a shareholder letter; focuses on capital allocation and strategic direction.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
66
The slide critiques AMT's investment logic, suggesting that their acquisition multiples are unsustainable and that their deal-making process is flawed.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
78
The slide uses a 4-column framework to outline strategic pillars for portfolio management.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
11
Includes a visual transition diagram showing a shift from current to 'a better Kao' compensation structure.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
113
The slide uses a check-list format to highlight the benefits of the proposed plan.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
23
The slide serves as a strategic argument against a specific M&A transaction (NewMed) and for an alternative capital allocation strategy.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor 1 hit
15
Uses a 'Today vs Future' transition diagram with a callout for capital allocation.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit
29
Uses a custom flow diagram to contrast 'Cash In' vs 'Cash Out' with specific annotations (a, b, c) critiquing the policy.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
38
The slide uses a flow-based diagram to map sources of capital to specific allocation strategies.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
39
Uses a matrix-like structure to define the diagnostic process for capital allocation.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
40
The slide uses a bar chart to compare annualised buyback returns over different time horizons against the company's cost of capital.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
09
This is a page from an activist investor letter (likely Elliott or similar) detailing strategic recommendations.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
11
Uses a waterfall chart to show the gap to the $1B target and a bar chart to show acquisition multiple discrepancies.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
45
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
90
The slide features a nominee bio on the left and a strategic roadmap/plan on the right.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
91
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
103
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
07
Uses a waterfall-style bridge to illustrate value creation from structural change (unification) and operational strategy (capital allocation).Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
16
The table categorizes capital allocation into Growth and Capital Return, further split by method, with columns for availability, utilization, and limitations.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
05
This is page 5 of a shareholder letter, likely from an activist investor.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · So What Cascade1 hit