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Show Valuation Bridge
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331-360 of 1,328
06
The slide uses a peer group of 19 mining companies to highlight a significant valuation discrepancy for the subject company.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
07
The slide uses a dot plot to visually demonstrate a valuation gap.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
52
The chart uses a dot plot to visualize the outlier status of New Pacific compared to the peer group.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
55
This is a short-selling thesis slide, likely from a research report or activist investor presentation.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
07
LBO model transaction overview slide.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)Loop · Pattern Hunter1 hit
08
The slide uses two bar charts to demonstrate that the offer price is undervalued relative to the company's cash flow generation potential.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)Loop · Pattern Hunter1 hit
10
The slide uses a comparison table to highlight qualitative differences (higher ed exposure, digital transition, NOLs, business mix) to justify a premium valuation.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · Pattern Hunter1 hit
13
The slide uses a sensitivity table to demonstrate the range of potential returns for an LBO scenario.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)Loop · The Reveal1 hit
12
The slide uses a dual-chart approach to show the disconnect between historical valuation averages and current depressed EBITDA estimates.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
18
The slide uses a standard real estate sale-leaseback valuation methodology to derive implied equity value.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
22
Includes three distinct tables: Gaming Real Estate Transactions, Public Gaming REIT Valuations, and Public Gaming OpCo Valuations.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
17
The slide uses a table to demonstrate the historical expansion of the premium to NAV, supporting a sell recommendation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Loop · Cost Of Inaction1 hit
05
Includes a peer comparison table, an EV bridge calculation, and a list of peer companies by division.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
06
Includes a line chart showing the valuation discount of UK equities relative to the US over time.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
38
Includes a valuation bridge table and key financial metrics for AMT's Indian operations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
42
Includes a line chart showing stock performance with acquisition annotations and a detailed valuation table.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
78
The table highlights specific cells in yellow, likely indicating a base case or target valuation range.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
84
Detailed financial model with footnotes explaining adjustments for currency, tax, and specific asset acquisitions.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
110
The table includes country-specific CAPM/Damodaran data, EBITDA, CapX, and ownership weights to derive a final weighted discount rate of 9.4%.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
11
Includes a footnote referencing a Redburn research report from 2014.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
15
Includes a historical financial table for the energy segment and valuation rationale.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
93
Includes allegations of corporate misconduct and detailed breakdown of recovery assumptions for PP&E and other assets.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
121
The slide presents a waterfall-style recovery analysis for unsecured creditors based on varying discount rates and time horizons.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
04
Includes a table of debt instruments and narrative on fraud allegations regarding capital raising.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
75
The slide uses a waterfall bridge to reconcile segment valuations and net debt to arrive at an implied equity value per share.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
75
The slide compares current market price (5,676) against an intrinsic value (9,919) derived from segment valuations (Health & Beauty, Cosmetics, Hygiene & Living Care, Chemicals) minus net debt.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
27
The table calculates pro forma share price by adding incremental EBITDA from HIT games to consensus EBITDA, applying exit multiples, and adjusting for cash and share count.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
46
Uses a waterfall-bridge chart to illustrate the path from current share price to intrinsic value.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
89
The slide uses a waterfall-style bridge to justify a target share price range of $46.34 to $56.21.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
47
The slide uses a waterfall-style bridge to illustrate value creation from structural changes and future capital allocation.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit