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42 Hypothesis Test
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Highlights the accounting distortion caused by the 'Affiliated Company' classification.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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Uses an independent expert report to adjust for OLC stake valuation.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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Uses a waterfall-style logic to show how 'Valuation Gain on OLC' adds to 'Reported BPS' to reach 'True BPS'.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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Includes a callout box referencing SuMi TRUST's proxy voting policy regarding PBR thresholds.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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The slide uses a 'true ROE' calculation to expose that the company is underperforming relative to investor expectations, specifically targeting the Chair and President.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
34
The slide uses a screenshot of a Seibu Holdings investor presentation to validate the use of Adjusted PBR as a standard.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
43
The slide uses a red callout box to emphasize the contradiction between announced job cuts and actual headcount growth.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
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Uses a contrast-pairs framework to highlight the gap between industry peers and the target company.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
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Uses a combination of longitudinal growth analysis and cross-sectional peer benchmarking to highlight excessive compensation.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
46
The slide uses a simple arithmetic flow to define incremental margin as (Delta Operating Profit / Delta Revenue).Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
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The slide uses a 'bridge' style calculation to show how revenue growth and profit growth result in a 71% incremental margin.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
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The slide uses a 'Change' box to calculate the incremental margin (delta profit / delta revenue).Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
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The slide uses a 'Change' column to highlight the delta between FY2024 and FY2027E, framing the 36% incremental margin as a failure to improve profitability.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
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The slide uses a dual-line chart to demonstrate the inverse relationship between growth and margin efficiency, contrasting historical performance with consensus estimates.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
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The slide uses a color-coded legend to distinguish between 'Design Software Peers' and 'Other Scaled Software Peers'.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
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Includes a table detailing consensus revenue, gross profit, operating income, and margins, alongside specific cost reduction targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
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Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Hypothesis Test1 hit
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Uses company's own investor presentation data to highlight competitive advantage.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Hypothesis Test1 hit
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Includes a historical photo of a Consolidation Coal Co. facility.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
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The slide uses a Minecraft screenshot as a humorous or illustrative visual for 'mining'.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
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CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
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Slide 20 of a presentation, likely from an investor deck.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
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The chart highlights a significant drop in demand, with a specific annotation pointing to the 2025 forecast.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
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The chart uses a supply curve (cost vs. cumulative production) to demonstrate competitive advantage and market equilibrium.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
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The cartoon depicts the Grim Reaper at the door, with the homeowner asking if he is there to do the hedges, serving as a metaphor for avoiding an inevitable negative outcome (weak pricing).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
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The slide highlights the impact of zero-based budgeting on operational costs.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
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The slide includes a specific EBITDA projection and a source citation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
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This is a text-heavy research note page focusing on operational underperformance and questionable reporting practices.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Hypothesis Test1 hit
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The slide includes a stock price chart and a short paragraph justifying an investment in the company based on its leading position in copper mining and valuation.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Hypothesis Test1 hit
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Includes valuation metrics and historical/forecasted production data.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Hypothesis Test1 hit