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Valuation Table
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38
The bull case is highlighted with a green box, emphasizing the potential upside based on a higher multiple for Vets First Corp.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
68
The table includes specific adjustments for debt, cash, and investments, and explicitly notes the exclusion of a potential $227m Ukraine arbitration payout.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
60
The slide uses a valuation-based approach to argue for a significant downside in the stock price.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
42
The slide uses a precedent-based valuation approach, comparing the target to REITs in financial decline.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
64
Includes patent value adjustments and debt/cash adjustments to arrive at equity value.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
314
The table provides a peer benchmark of analyst estimates to support a valuation thesis.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
335
Includes adjustments for tax benefits and joint venture interests.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
04
The slide uses a 'valuation_table' to demonstrate the upside potential based on different P/E multiples.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
29
The table uses red shading to highlight scenarios that are at or below the lowest retail peer EBITDA multiple or at or above the widest peer yield.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
06
The slide uses a peer group of 19 mining companies to highlight a significant valuation discrepancy for the subject company.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
13
The slide uses a sensitivity table to demonstrate the range of potential returns for an LBO scenario.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)Loop · The Reveal1 hit
94
The table highlights high valuation multiples in the cosmetics sector, supporting the argument for Kao's potential value.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
94
The table lists target companies, acquirers, revenue multiples, EBITDA multiples, and transaction dates.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
09
Includes a peer comparison table and a valuation buildup for Westcoast Energy.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Loop · Logic Chain1 hit
10
Includes a valuation bridge for SE's 50% stake and a peer comparison table for NGL Midstream companies.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution1 hit
08
The slide uses a combination of bulleted arguments and three distinct financial tables to justify a high exit multiple for an LBO scenario.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
76
Includes a specific callout box for 'Time (years) 2.25' which acts as a variable for the IRR calculation.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
23
Includes a 'Restoring Performance' WholeCo Valuation Analysis table with supporting commentary.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit