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slides · global inventory

Breakup Spinoff

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 329
Current window 211-240
Pages 11
Rows per page 30
Framework: Breakup Spinoffclear collectionreset all
18 30 60

Framework

211-240 of 329

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10
The slide uses a red dashed box to highlight specific rows where the Board's assumptions differ from Starboard's, specifically EBITDA multiple and total net value change.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
13
Includes specific callout regarding dividend reduction impact.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
25
The slide uses a structured argument format to justify a corporate divestiture/spinoff.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
38
The slide uses a 'before-after' logic implicitly by showing the removal of the DLC and Dividend Share Mechanism.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
22
Uses a CEO quote from 2014 to highlight management's own previous logic regarding simplification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
08
Uses a comparison-style list for the 'Splitting Marathon Unlocks Value' section and a diagram for the 'Favorable Separation Mechanics'.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Problem1 hit
09
Uses a waterfall-style bridge to show current vs pro forma value.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
13
Includes quotes from management and analysts supporting the spin-off thesis.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
22
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
24
Uses a waterfall-style bridge to illustrate value creation from a current state to a pro forma state.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
25
Uses a process flow diagram to explain the corporate restructuring steps.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
27
Includes a bar chart comparing enterprise values and a table of operational/financial metrics.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
28
The chart highlights MPLX in red compared to peers. The bottom text serves as the action title/thesis.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
29
The slide uses a bar chart to justify an $18bn valuation for the retail segment by comparing it to industry peers like Couche-Tard, Casey's, and Murphy USA.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
41
The slide uses a waterfall-style bridge to illustrate value creation potential.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
44
The slide presents a complex financial model involving debt reduction, asset drops, and pro forma valuation metrics for MPLX, RetailCo, and New MPC.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
27
The slide uses a structural diagram to map out the proposed corporate reorganization into distinct entities (NetCo, Sparkle, Inwit, Brazilian business, ServiceCo) with specific ownership targets and strategic goals.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
31
Includes a historical reference to a 2017 CEO statement regarding the valuation range.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
190
Uses a 'Commitment vs. Result' framework to expose management credibility gaps.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
37
Includes a map of Permian assets and a donut chart showing market share in the DJ Basin.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
11
The slide uses a bulleted list structure to present the investment thesis for two distinct corporate actions.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
231
Uses a comparison frame to contrast 'Core Darden' (mass market) with 'SRG' (niche/high-end).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
235
The slide contrasts a theoretical 6-month timeline with a recommended 12-18 month conservative approach.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
271
The slide uses a callout box at the bottom to summarize the core thesis.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
272
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
278
The slide explicitly mentions a 'Real Estate Primer' URL and provides specific financial assumptions for the REIT spinoff model.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
280
Includes a synthetic rating calculation table and a footnote regarding S&P equivalence.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
282
This slide details the mechanics of a proposed corporate restructuring (spinoff) as part of an activist campaign.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
35
The slide uses a quote to highlight market skepticism regarding the company's conglomerate structure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
37
Includes a map of Permian NGL assets, a market share pie chart for the DJ Basin, and a sensitivity analysis for standalone valuation based on EBITDA multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit