slides · global inventory
Precedent Table
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 50
Current window 1-18
Pages 3
Rows per page 18
Framework
1-18 of 50
59
MSD stands for Mid-Single Digit.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
03
The slide uses a precedent table to establish credibility and demonstrate a track record of successful short-selling analysis.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
03
The slide uses a comparison table to establish credibility by citing past successful short-selling campaigns.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
04
The slide uses a precedent table to establish credibility by showing a track record of successful short-selling/activist campaigns.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
04
The slide uses a comparison table to validate the firm's track record by showing specific outcomes for four past campaigns.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Problem Introduction1 hit
12
The slide uses a 'precedent' framework to establish credibility by linking current target (Maxar) to a past successful short campaign (NCR).Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
31
U.S. Concrete Inc (USCR)U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
04
The slide uses a precedent table to establish credibility for the current short thesis on Kratos.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
97
The table is split into 'Historical Restructurings' and 'Current Restructurings'.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
21
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 1 hit
19
The table highlights the 'GP Premium in Basis Points' row with a red dashed box to emphasize the ~250bps benchmark.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
53
The slide uses a red dashed box to highlight the specific transaction being criticized.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
58
Uses CEO/CFO quotes as evidence to support the thesis that patent cliffs drive M&A activity.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
22
Uses a 'before-after' logic applied to a peer comparison to establish a precedent for the activist's thesis.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
35
The slide uses IHS as a precedent to argue that the I&M segment, if spun off or focused, would achieve similar valuation multiples.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The slide uses historical precedent to argue for the efficacy of specific management styles in the rail industry.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
06
The table highlights a 15.1x average EBITDA multiple for recent deals.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
32
The slide uses a 'before-after' logic applied to three distinct case studies to build a precedent for the current activist campaign.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Loop · Funnel Analysis1 hit