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Valuation Buildup
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12
The slide uses a sum-of-the-parts valuation approach to justify a higher share price than the current $48.07.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
13
Includes a callout box explaining that the top table excludes the Olive Garden turnaround, while the bottom table quantifies it.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
246
Includes footnotes regarding assumptions for franchise fees, unit volume, and valuation multiples.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
80
Includes specific adjustments for debt, NCI, and cash to arrive at equity value.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
153
The table calculates 'Adj. Value Per Share' by applying a 15x P/E multiple to 'PF Cash EPS' and adding cumulative dividends.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
06
The slide compares Elliott's valuation estimates against Wall St. NAV averages for specific asset classes.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
58
The slide uses a 'best-in-class' margin scenario to justify the valuation upside.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
97
The table uses a waterfall-style logic to arrive at net income from G-fees.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
105
The slide uses a standard valuation buildup approach to derive future share price and warrant value.Fannie Mae & Freddie Mac (FNMA / FMCC) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
36
The slide uses a bottom-up buildup to derive a specific fee based on industry benchmarks and company-specific margin commentary.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
56
The slide uses a bottom-up P&L build to justify a future earnings target.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
27
The slide uses a bridge-like structure to justify margin expansion.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
12
The slide uses a sum-of-the-parts valuation approach to justify a higher share price target.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
13
Includes a callout box explaining that the top table excludes the Olive Garden turnaround, while the bottom table quantifies it.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
246
Includes footnotes regarding assumptions for franchise fees, unit volume, and valuation multiples.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
47
The slide uses a sensitivity analysis table for valuation and a comparative performance table to justify the feasibility of the margin targets.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
16
The slide uses a standard valuation buildup approach to justify a target share price.Trian Partners | Activist Presentation Deck | 16 slides · Trian Partners
Activist deck Activist investor Beat · Solution1 hit