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Analytical Method
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The slide illustrates a PheWAS (Phenome-wide association study) approach using a similarity classifier to identify genes matching a known CTLA4 immuno-oncology signature.23andMe | Investor Day Presentation Deck | 78 slides · 23andMe
Conference presentation Investor relations 1 hit
63
Includes a Manhattan plot and a zoomed-in regional association plot.23andMe | Investor Day Presentation Deck | 78 slides · 23andMe
Conference presentation Investor relations Beat · Impact & Next Steps1 hit
55
The slide uses a historical average of 12.5% to estimate proceeds from asset sales for FY10-FY18.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
21
Describes a custom web scraping process used for due diligence.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
16
The slide outlines the methodology and findings of a proprietary price check.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
90
The slide argues that PowerSchool's capitalization practices inflate Adj. EBITDA and suggests a more conservative approach for comparability.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
The table shows a clear upward trend in inventory-to-sales ratios in 2022 and 2023 compared to previous years.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
62
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
23
The slide uses a combination of medical classification (GMFCS) and functional assessment tools (GMFM, Timed Walk Tests) to quantify mobility.Aeglea BioTherapeutics | Investor Presentation Deck | 33 slides · Aeglea BioTherapeutics
Conference presentation Investor relations Loop · Jobs To Be Done1 hit
20
The slide uses the IMPLAN input/output methodology to estimate economic multipliers.Arrival | Results Presentation Deck | 34 slides · Arrival
Conference presentation Investor relations Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
29
The slide uses red dashed boxes to highlight the 40mg dose performance in both single and 7-day TID dosing scenarios.ATAI | Investor Day Presentation Deck | 42 slides · atai Life Sciences
Conference presentation Investor relations 1 hit
10
Includes a specific disclaimer regarding the exclusion of relative valuation analysis for KMI versus KMP/KMR and EPB.Barclays | Investment Banking Pitch Book | 33 slides · Barclays
Consulting deck Investment bank Beat · Solution & ApproachLoop · Zoom In1 hit
14
The slide provides a structured overview of technical choices in financial modeling.Bear Stearns | Investment Banking Pitch Book | 36 slides · Bear Stearns
Consulting deck Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
05
The slide serves as a foundational context for a fairness opinion presentation.Citi | Investment Banking Pitch Book | 16 slides · Citi
Consulting deck Investment bank Beat · Situation & Context1 hit
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Clover Health | Investor Day Presentation Deck | 47 slidesClover Health | Investor Day Presentation Deck | 47 slides · Clover Health
Conference presentation Investor relations Beat · Solution1 hit
21
Methodology relies on the formula: Imports = Ending Balance - Beginning Balance + COGS.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
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The slide uses a numbered list to detail three specific analytical approaches, including SKU GMV comparison, product mix sampling, and supplier data verification.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
38
The methodology assumes international inventory is proportional to international revenue and that gross margins are consistent across regions.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
18
Includes a specific mathematical formula for calculating Implied Perpetuity Growth Rate.Goldman Sachs | Investment Banking Pitch Book | 25 slides · Goldman Sachs
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
26
The slide details the 'walk-back' simulation approach for market risk assessment.Lehman Brothers | Investor Event Presentation Deck | 65 slides · Lehman Brothers
Conference presentation Investor relations Beat · Evidence & ProofLoop · Golden Circle1 hit
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The slide describes a specific risk management methodology used by Lehman Brothers.Lehman Brothers | Investor Event Presentation Deck | 65 slides · Lehman Brothers
Conference presentation Investor relations Beat · Evidence & ProofLoop · Golden Circle1 hit
52
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
23
The slide uses scatter plots with trend lines to show correlations between financial metrics and valuation multiples.Moelis & Company | Investment Banking Pitch Book | 24 slides · Moelis & Company
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
80
The slide explicitly defines the conservative assumptions used to model the financial impact of patent expirations.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 hit
81
Slide 81, includes specific assumptions regarding Restasis competition.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
90
Uses a visual legend of pie-chart-like icons to represent value levels.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
41
Includes a visual comparison of skill vs chance via scatter plots and a logo grid of compliance partners.Skillz | SPAC Presentation Deck | 42 slides · Skillz
Pitch deck Investment bank 1 hit
121
Includes a callout box referencing a successful precedent at Olive Garden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a Q&A format to explain accounting principles.N/A · 10X EBITDA
Other Short seller 1 hit
48
The slide is formatted as a numbered list of technical interview questions and answers regarding valuation methodologies.N/A · 10X EBITDA
Other Short seller 1 hit