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Valuation Reveal
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140
Uses Bloomberg terminal charts to argue for valuation compression.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit
190
The slide uses two line charts showing EV/NTM EBITDA and EV/NTM Sales, both indicating current levels relative to historical averages.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
132
The slide uses a red horizontal line to denote the historical average for each valuation metric.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · ConclusionLoop · Cost Of Inaction1 hit
88
Uses a dual-axis chart to show revenue growth vs. absolute revenue.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
68
The slide uses a combination of qualitative expert testimony and quantitative historical valuation charts to support a short thesis.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
78
The slide uses a Bloomberg terminal chart to argue that the current valuation is unjustified given fundamental deterioration.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
26
The chart highlights the gap between the market's historical valuation and the proposed acquisition price.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · SolutionLoop · The Reveal1 hit
27
Uses a combination of a bar chart for historical price targets and a bar chart for premium/discount analysis to frame the deal as undervalued.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · SolutionLoop · The Reveal1 hit
05
Includes a quote from a former Director of Operations to support the thesis that rapid growth requires sacrificing unit economics.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
122
The chart uses a line graph to show NPV crossing the zero threshold at $15B revenue.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
10
The slide argues that the market is mispricing Sony given its shift toward higher-multiple businesses.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
04
The slide highlights a valuation disconnect where earnings estimates have risen while the share price has declined.Uber Technologies (UBER) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit