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Show Valuation Bridge
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301-330 of 1,328
04
Uses a waterfall-style bridge to illustrate the gap between market cap and intrinsic value.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor 1 hit
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
12
The slide uses a waterfall-style bridge to connect current market value to future intrinsic value via three strategic steps.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
11
The chart uses a shaded area to represent the valuation gap, with a specific callout for the US$3.0bn current gap.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
Uses a waterfall-bridge style to illustrate the value gap.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
Uses a simple additive equation to demonstrate value creation.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
12
Includes a table of proforma valuation metrics and a line chart comparing historical NTM EBITDA multiples.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Iceberg1 hit
26
Includes peer benchmarking tables for LTL and Asset-Light sectors and a valuation sensitivity table.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor 1 hit
05
The chart uses a waterfall bridge to decompose the value creation drivers.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ComplicationLoop · Aha Moment1 hit
13
The chart bridges the current stock price to a proforma target price through specific operational and valuation levers.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
151
The slide uses a waterfall bridge to visualize the reduction of the operating ratio from 67.4% to 61.0%.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 1 hit
160
The chart shows a bridge from 61% to 56.7% (rounded to 57% in title) via two positive contributors.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 1 hit
170
Norfolk Southern Corporation (NSC)Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 1 hit
03
The chart highlights that the Tullow offer value is significantly lower than the sum of the individual asset components.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
08
The chart uses a bridge/waterfall structure to reconcile net cash and asset values to a final fair market value, highlighting the discount.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
09
The chart uses a bridge/waterfall structure to show how various assets and liabilities contribute to the share price valuation.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
11
The chart uses a waterfall-bridge structure to show how the current share price of $73 reaches a base case of $142 through four distinct value-add steps.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
07
Uses a waterfall-style bridge to illustrate the value gap and future growth potential.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction1 hit
19
Includes specific valuation methodologies for operating businesses (EV/EBITDA multiples and DCF).Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
07
Uses a waterfall-style bridge to illustrate value creation from structural change (unification) and operational strategy (capital allocation).Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
10
The slide uses a combination of bar charts and callout bubbles to show implied per-share values and total market values.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
22
The chart shows a bridge from current value to potential total value.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
The table breaks down valuation by business segment (Domestic Cable, Paramount, Corporate) and investments, then adjusts for capital structure to arrive at an implied share price.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
89
The chart bridges the current value to a potential total value through additive and subtractive components.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
91
The table breaks down valuation by business segment (Domestic Cable, Paramount, Corporate) and adjustments for JVs, debt, and cash.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
23
The chart uses a waterfall-bridge structure to show value creation components.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
75
The slide uses a comparative table structure to demonstrate value creation through asset realization and core business improvement.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
76
The chart uses a waterfall bridge to show how specific strategic actions (Core Business, Asian Stakes Tax Savings, Share Count Reduction) build up to a total potential value.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
92
The slide uses a waterfall-style logic to bridge from current market cap to a proposed higher valuation through asset realization and core business improvement.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
93
The chart uses a waterfall bridge to demonstrate value creation, contrasting a negative impact from Starboard's plan with positive contributions from core business improvements, tax savings, and share count reduction.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit