slides · global inventory
Breakup Spinoff
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 329
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Pages 11
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Framework
151-180 of 329
03
This is the second of two slides outlining the activist's plan.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Situation & Context1 hit
54
Includes a deal-break cost/benefit analysis table and a callout box summarizing the strategic recommendation.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
04
The slide uses a narrative-heavy structure to outline the investment thesis, including proprietary analysis, market dynamics, and historical precedent.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
15
The slide uses a split-box layout to contrast the benefits of the two resulting entities.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
16
The table lists 30 historical spin-off examples with their respective tickers and returns compared to the S&P 500.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
15
Uses a three-column timeline structure to frame the company's history as a recurring failure.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
17
The slide uses a red callout box to highlight the contradiction of splitting up interdependent businesses.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
02
This is a text-heavy slide from an activist investor presentation (likely Engine Capital or similar) outlining a thesis for value creation.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
This is a text-heavy slide from an activist investor letter proposing a corporate breakup (RemainCo vs SpinCo) and citing Marathon Petroleum as a precedent.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
11
Includes a visual representation of the OpCo/PropCo split leading to value creation.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
17
Uses historical examples of Marriott/Host Hotels and MGM/MGP to validate the OpCo/PropCo strategy for Six Flags.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
18
The slide uses a standard real estate sale-leaseback valuation methodology to derive implied equity value.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
01
This is the first page of a shareholder letter. It establishes the investor's identity, their thesis on undervaluation, and their intent to push for structural change.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context1 hit
03
The slide argues that operational improvements are insufficient to close the valuation gap, advocating for structural changes (breakups) instead.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
05
Includes a peer comparison table, an EV bridge calculation, and a list of peer companies by division.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
06
Includes a line chart showing the valuation discount of UK equities relative to the US over time.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
26
The slide uses a before-and-after visual structure to explain the corporate restructuring proposal.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
30
Part of a series of slides detailing the Pershing Square proposal for McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
17
The slide uses a hierarchical organizational chart to illustrate a proposed corporate restructuring.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
31
The slide uses a two-column layout to contrast the current issue with the proposed benefits.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
02
This is a text-heavy press release or investor letter slide outlining a corporate restructuring proposal.Digital Garage Inc. (4819 JT) · Seth Fischer
Press release Activist investor Beat · Problem (Identify pain)Loop · Why Now1 hit
02
This is a page from a shareholder letter. It uses a narrative structure to frame the board's current actions as a validation of the author's previous demands.Glencore Plc (GLEN) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor 1 hit
42
The slide uses a two-column layout to contrast benefits against requirements.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
44
The slide outlines a restructuring proposal involving a horizontal spin-off merger.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
56
Illustrates a corporate restructuring strategy involving a horizontal spin-off merger.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
57
The slide illustrates a complex corporate spin-off mechanism involving multiple entities (SCT, SEC, SDI, SDS, S-Bio).Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
08
The slide uses a before-after framework to show the separation of assets and the establishment of a ground lease relationship.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
10
Uses a waterfall-style bridge to illustrate the value creation of a corporate spin-off.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Logic Chain1 hit
50
Uses a before-after framework to illustrate a corporate restructuring/spin-off.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
52
The slide uses two flowcharts to illustrate the structural changes in Step 5 and Step 6.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit