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Precedent Table
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The slide highlights high-multiple returns on specific hedging instruments during market volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
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 by showing past successful short campaigns.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
03
The slide uses a precedent table to establish credibility by showcasing past successful short-selling research.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
03
The slide uses a table to establish credibility by showcasing a track record of successful activist interventions.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
04
The slide uses a comparative table to establish credibility through past successful short-selling/activist campaigns.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
04
The slide uses a precedent table to establish credibility by showing past successful short campaigns.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
04
The slide uses a 'precedent' framework to establish credibility by showing past successful short calls.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
20
Includes a red box highlight on the 'EV / Current Year Sales' column to emphasize the valuation discrepancy.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
03
The slide uses a comparison table to establish credibility by showcasing past successful activist interventions.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
The slide uses a comparative table to establish credibility by showcasing past successful short-selling campaigns.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a precedent table to establish credibility by highlighting past successful short campaigns.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
The table highlights a trend of increasing deal sizes and multiples over time.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
66
Includes footnotes regarding specific deal adjustments.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
03
The slide uses a comparison table to establish credibility by showcasing past successful short-selling campaigns.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 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
03
The slide uses a 'precedent_table' to establish credibility by showing past successful short calls.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
03
The slide uses a comparative table to establish credibility by showing past successful short-selling/activist campaigns.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
The table lists 12 M&A transactions from 2016 to 2023, showing target/acquiror, date, description, and available financial metrics.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
03
The slide uses a precedent table to establish credibility by showing a past successful short thesis.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a comparison table to establish credibility by citing past successful short-selling reports.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a comparative table structure to establish credibility by citing past successful short campaigns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
25
The slide uses a 'precedent_table' to establish a pattern of failure in the industry, serving as a preemptive rebuttal to claims that new technologies can easily disrupt the Kroll process.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 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
61
The slide uses historical IPO data to frame a problem regarding capital availability for new market participants.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
85
The table uses historical IPO data to validate the proposed IPO sizes for Fannie and Freddie.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
85
The table uses historical IPO data to validate the proposed IPO sizes for Fannie and Freddie.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
52
The table compares initial vs final premiums across 1-day, 1-week, and 1-month timeframes.Greenhill Wesco Financial Presentation Dec 2010 · greenhill-wesco-financial-presentation-dec-2010
Activist deck Activist investor 1 hit
53
Includes mean and median calculations at the bottom of the table.Greenhill Wesco Financial Presentation Dec 2010 · greenhill-wesco-financial-presentation-dec-2010
Activist deck Activist investor 1 hit
40
Includes a table of precedent transactions showing stock price gains for targets and acquirers.Macellum The Childrens Place Presentation April 2015 · macellum-the-childrens-place-presentation-april-2015
Activist deck Activist investor Beat · Propose Solution1 hit
22
The slide uses a table to show how specific acquisitions (Eddie Bauer, Ritz Camera, Filene's, J. Jill) mitigated store closures.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
23
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 · Problem & ComplicationLoop · Cost Of Inaction1 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
32
The slide uses a precedent table to anchor the current deal against historical market data.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
82
Includes a summary box for Mean, Median, High, and Low cap rates.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 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
84
Includes a table of precedent transactions and a valuation bridge based on CY21E financials.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 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