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Valuation Gap
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05
The chart uses a shaded area between two lines to visualize the 'value gap'.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor 1 hit
19
Uses Elliott Management's historical engagement as a marker for valuation shifts.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
18
The chart uses a dashed green line to indicate the median valuation multiple of the peer group.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · David Goliath1 hit
11
The slide uses a 'weight' metaphor to illustrate the drag of governance and operational issues on valuation.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
13
Includes a pie chart showing PSX EBITDA mix and a quote from Bank of America.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
24
Includes market share pie charts and a peer valuation table.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
05
The chart illustrates a valuation gap, supporting an activist thesis of undervaluation.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · Setup1 hit
06
The slide uses a peer benchmark to highlight the valuation gap between the company's current trading multiple and its implied SOTP value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
09
The slide uses a combination of a horizontal bar chart for asset value comparison and a grouped bar chart for peer valuation multiples.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Loop · Cost Of Inaction1 hit
10
The chart illustrates multiple compression over a 5-year period.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Before After1 hit
05
This is a classic activist investor 'valuation gap' slide, contrasting current depressed multiples with historical performance and future potential.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit