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Capital Allocation Framework
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451-480 of 1,184
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Bank of America | Investor Conference Presentation Deck | 24 slidesBank of America | Investor Conference Presentation Deck | 24 slides · Bank of America
Conference presentation Investor relations Loop · Cost Of Inaction1 hit
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Bank of America | Investor Conference Presentation Deck | 24 slidesBank of America | Investor Conference Presentation Deck | 24 slides · Bank of America
Conference presentation Investor relations Beat · SatisfactionLoop · Cost Of Inaction1 hit
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Includes specific definitions for CAPM variables and guidance on data sources like Bloomberg and BARRA.Bear Stearns | Investment Banking Pitch Book | 36 slides · Bear Stearns
Consulting deck Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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The slide uses two stacked bar charts to illustrate the shift in capital allocation strategy.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a step-based process diagram to frame the transition from current value destruction to future value creation.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The chart illustrates a capital allocation framework for fiber networks, categorizing spend into Churn Replacement, Harvest, and Expansion.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
230
The slide uses a color-coded bar chart (green for high margin, yellow for low margin) to advocate for portfolio optimization.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
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Goldman Sachs branding present; slide 32 of a deck.Goldman Sachs | Investment Banking Pitch Book | 66 slides · Goldman Sachs
Consulting deck Investment bank Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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The slide uses a visual equation to define the components of Equity Capital.Lehman Brothers | Investor Event Presentation Deck | 65 slides · Lehman Brothers
Conference presentation Investor relations Beat · Evidence & ProofLoop · Golden Circle1 hit
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Includes specific methodology notes for WACC components and capital structure.Morgan Stanley | Investment Banking Pitch Book | 33 slides · Morgan Stanley
Regulatory filing Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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Includes specific assumptions for risk-free rate, beta, market risk premium, and capital structure components.Morgan Stanley | Investment Banking Pitch Book | 35 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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This slide establishes the 'why' behind the activist's target selection by defining their investment philosophy.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide uses the 'Outsiders' framework by William Thorndike to establish a benchmark for capital allocation and management philosophy.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Pattern Hunter1 hit
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Pershing Square | Activist Presentation Deck | 110 slidesPershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide uses a logo-grid to establish credibility for the 'Platform Business' thesis.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide uses quotes from 'The Outsiders' to validate the company's strategic pillars.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide uses a comparative logic to argue against using current market value for the Valeant/Allergan deal.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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The slide outlines the core pillars of the Valeant business model, including M&A-led growth and leverage.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Ordinary World1 hit
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The slide uses a DCF-style logic to derive a target share price from 2020 EPS projections.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a process flow diagram to illustrate the capital allocation strategy.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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Part of a Pershing Square activist proposal for McDonald's.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The slide outlines a $14.7bn financing plan to recapitalize McDonald's, resulting in a 3.5x Total Debt/EBITDA ratio.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution & Approach1 hit
83
The slide uses a 'Step Seven' framing, implying a multi-part activist plan.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
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The slide uses arrows to visually emphasize the divergence in performance trends between the two companies.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
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Uses external media quotes and social media screenshots to validate the critique of the logo change.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
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Includes a waterfall-style bridge showing margin improvement from 11% to 19%.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit