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Present Framework
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Matching slides 10,656
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Slide function
4,171-4,200 of 10,656
13
This slide functions as a legal or technical appendix explaining the methodology for capacity measurement in solar projects.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
12
The slide uses a hub-and-spoke style diagram to show the flow of data, payments, and software between three entities.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
25
The slide uses a sequential process flow to explain the operational steps of the Invisalign business model.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
84
The slide contrasts a broad survey (median 30 cases) with the activist's targeted survey (median 210 cases) to establish credibility.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
10
The slide uses a vertical process flow to establish credibility and rigor in the investigation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
08
The slide uses a combination of an organizational chart and a comparison table to explain complex financial and governance structures.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
38
The slide uses a sequential process flow to explain the 'fiscal cliff' response strategy.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
The slide maps specific machine models (MAGICS, ABICS, MATRICS, ACTIS) to their respective manufacturing process steps.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
232
Includes a detailed table of considerations for the financial strategy and a footnote explaining specific debt and liability calculations.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
283
The slide uses a value-chain style diagram to argue for corporate decoupling (spinoffs) based on the Viacom precedent.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
294
Includes a footnote regarding corporate overhead allocation for TWX divisions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
304
The slide details the use of Comparable Company Analysis, Discounted Cash Flow Analysis, and Precedent Transaction Analysis.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
331
The slide outlines three standard valuation approaches: Comparable Company Analysis, Discounted Cash Flow Analysis, and Precedent Transaction Analysis.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
24
The slide uses a hybrid approach of a map and two descriptive boxes to explain the sales structure.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 1 hit
36
The slide uses a visual equation (Foundry + Downstream Value) to explain the business model.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide uses a process flow diagram to map specific product models to manufacturing stages.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
43
This slide is part of an activist investor presentation (Corvex Management) justifying why the company should prioritize growth investment over immediate cash flow.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
13
The slide uses a simple two-column comparison to illustrate the economic relationship between the corporate entity and its franchisees.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
39
Part of Pershing Square's proposal for a McOpCo IPO.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
146
The slide uses a 5-column layout to define organizational pillars.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
186
Norfolk Southern Corporation (NSC)Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 1 hit
41
This slide details the mechanism of the alleged fraud/privacy violation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
17
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Thesis HeadlineLoop · Zoom In1 hit
17
The slide critiques S&P's lease accounting methodology and details the sum-of-the-parts valuation approach for Casino's assets.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
06
The slide uses a decision tree to map the claim workflow and identifies specific segments (shaded) as MultiPlan's revenue drivers.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
93
The slide uses a 2x2 matrix structure to categorize business units into four quadrants: High/Low Profitability vs. High/Low Growth.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
06
TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor 1 hit
06
The slide uses a three-step pedagogical approach (learn concepts, review practice questions, do practice exams) to frame the preparation process.N/A · 10X EBITDA
Other Short seller Loop · Pattern Hunter1 hit
07
The diagram depicts a flywheel-like process involving Quality business, Access, Relationship, Board Service, and Value Creation.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
08
The slide uses a table to map business attributes (Pricing Power, Industry Structure, Barriers to Entry) to specific company examples.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit