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Scenario Table
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20
Includes qualitative callouts regarding gross margin compression and cost structure assumptions.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The table models three scenarios: increased sharebacks, total departure from GPO, and total departure from GPO plus other services.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
22
The slide uses a scenario-based comparison to argue for an immediate exit strategy.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
39
The table models five scenarios for Medtronic's aspiration pricing ($4k down to $0) and calculates the resulting financial impact.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
51
The slide uses a color-coded matrix to highlight scenarios where EBITDA impact exceeds 10%.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
74
The slide highlights the discrepancy between company guidance and the analyst's bearish scenario.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
77
The slide uses a sensitivity table to argue that downside risk is significantly higher than upside potential.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
24
The slide uses a scenario table to illustrate the impact of market headwinds on EBITDA margins.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
28
The table uses a scenario-based valuation approach to calculate downside risk.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
24
The table models five scenarios ranging from 'Most Conservative' to 'Most Aggressive' to demonstrate potential revenue misses.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
27
The slide uses a dual-scenario projection to illustrate financial flexibility and dividend support.Antero Midstream Partners | Investor Conference Presentation Deck | 40 slides · Antero Resources
Conference presentation Investor relations Beat · Solution1 hit
08
The slide uses a scale metaphor to represent the trade-off between lower and higher price environments.Antero Midstream Partners | Investor Conference Presentation Deck | 47 slides · Antero Midstream
Conference presentation Investor relations Beat · Key Messages1 hit
09
The slide uses a combination of a bar chart for historical/base production and line projections for scenarios, paired with a process-style table at the bottom to detail assumptions and outcomes.Antero Midstream Partners | Investor Conference Presentation Deck | 47 slides · Antero Midstream
Conference presentation Investor relations Beat · Key Messages1 hit
07
The slide uses a dual-path scenario framework to illustrate the trade-offs between growth, leverage, and cash flow generation.Antero Midstream Partners | Investor Presentation Deck | 32 slides · Antero Midstream
Conference presentation Investor relations Beat · Solution1 hit
78
The table uses a scenario-based analysis to demonstrate capital resilience.Apollo Global Management | Investor Day Presentation Deck | 157 slides · Apollo
Conference presentation Investor relations 1 hit
18
The table uses a stepped background to highlight the breakeven threshold.Babylon | Investor Day Presentation Deck | 66 slides · Babylon
Conference presentation Investor relations Beat · Rising SuccessLoop · Before After1 hit
40
The slide uses a split-pane layout to define scenarios on the left and key findings on the right.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
87
Uses a sensitivity table to demonstrate implied ROE against consolidated ROE targets.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
14
The slide uses a scenario table to demonstrate that Carvana's current operating levels are insufficient to cover fixed charges, highlighting a gap between management goals and reality.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
11
Includes a secondary table showing implied Cap Rate, P/AFFO, and Dividend Yield based on PropCo multiples.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
12
Includes a stacked bar chart for revenue capacity and a scenario table for FCF projections.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
192
The chart uses a line graph with red dots representing failure scenarios and a blue dot for the base case.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
25
The table demonstrates potential for 2.5x operating income growth.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor 1 hit
64
The slide uses a scenario table to demonstrate the impact of varying capital requirements on required G-fees.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
88
The table shows a hypothetical scenario analysis of GSE financial performance during the 2007-2011 period.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
106
The slide uses a scenario-based valuation approach to demonstrate the upside potential of GSE reform.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
99
The slide uses a scenario table to demonstrate the negative impact of SPS conversion on Treasury's equity value.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
16
The slide uses a visual arrow to represent the 'Capacity reduction' process applied to the 2010 margin data.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
23
The slide uses a simple arithmetic model to project recovery timelines based on current excess supply and assumed housing starts.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor 1 hit
29
The slide presents a financial bridge/calculation to justify a $400M EBITDA floor.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
32
The slide uses a scenario-based valuation approach to demonstrate upside potential based on housing starts.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
67
The table highlights the 9.4% cap rate column and the 5.5% ownership row as the break-even point.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
63
New Pacific Metals (NUAG)New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
14
Includes a footnote explaining the conservative assumptions (10% reduction in billings growth, 40% incremental variable costs).Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
16
Includes a callout box highlighting the key takeaway and a legend for IRR thresholds.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
109
The table uses a purple-themed color scheme to highlight the highest revenue scenario column.KLA | Investor Day Presentation Deck | 124 slides · KLA
Conference presentation Investor relations 1 hit
57
The slide uses a structured list format to define specific quantitative shocks for various financial instruments.Lehman Brothers | Investor Event Presentation Deck | 65 slides · Lehman Brothers
Conference presentation Investor relations Loop · Golden Circle1 hit
22
The slide uses a scenario-based valuation approach to estimate year-end 2014 share value.Lowe's Companies, Inc. (LOW) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Why Now1 hit
12
Uses a scenario table to project potential capital return amounts based on target leverage ratios.Melrose | Results Presentation Deck | 39 slides · Melrose Industries PLC
Conference presentation Investor relations Beat · SatisfactionLoop · Logic Chain1 hit
25
The tables highlight the $125 dividend scenario as a focal point.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
42
Includes historical context at the bottom to frame the sensitivity analysis.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
28
The chart uses a scatter/line hybrid to show the relationship between 2028 revenue and NPV, highlighting specific failure points.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
34
The slide uses a two-part scenario table to demonstrate valuation upside.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
45
The slide uses a map to visualize the shift from long-haul national routes to shorter local routes.Vroom | Investor Day Presentation Deck | 80 slides · Vroom
Conference presentation Investor relations Loop · Before After1 hit
29
Includes two sensitivity tables with highlighted rows for the $160mm cost savings scenario.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit