slides · global inventory
Show Valuation Bridge
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,328
Current window 661-690
Pages 45
Rows per page 30
Slide function
661-690 of 1,328
30
The slide illustrates the valuation gap between current market prices and the discounted value at PSH.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
129
The slide uses a waterfall chart to bridge FY 2017 EPS to FY 2022 EPS.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
130
The chart uses a waterfall-bridge format to show the components of EPS growth.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
131
Includes detailed footnotes regarding financial assumptions and methodology.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
41
This is a simple, high-impact valuation thesis slide often used in activist presentations to argue for undervaluation.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
44
The slide uses a bridge-style table to adjust GAAP EPS down to a 'Pro Forma EPS' by subtracting items management adds back, and further adjusting for U.S. business impact and compliance costs.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
04
The chart uses a stacked bar approach to illustrate the additive value of two distinct strategic initiatives.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Situation & Context1 hit
21
The slide uses a waterfall-style bridge to illustrate value creation.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
79
The chart uses a waterfall bridge format to show the impact of income, debt repayment, IPO proceeds, and preferred stock conversion on common equity.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
81
The chart uses a waterfall bridge structure to show capital accumulation and conversion steps.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
89
The table uses a mix of dividend discount and multiple-based valuation logic.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
90
The table uses a multi-step DCF-style approach to arrive at a 2027 target price.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
79
The chart shows the transition from a negative equity position to a positive pro-forma equity position through earnings, debt repayment, and equity conversion.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
81
The chart shows the transition from a negative equity position to a positive $99bn position through earnings, debt repayment, IPO proceeds, and equity conversion.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Solution & Approach1 hit
89
The table uses a DCF-style approach with interim dividends and a terminal value based on a 15x multiple.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
90
The table uses a multi-step valuation approach starting from 2035E projections, discounting back to 2027, and applying an IPO discount.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
99
The table compares a 'Deemed Repaid' scenario against multiple 'SPS Converted to Common' scenarios at varying cost of equity assumptions.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
33
Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
35
The slide uses a 'back of the envelope' approach to justify lower capitalization and discount rates for HHC's assets.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
38
The slide uses a rhetorical question to transition into a detailed valuation breakdown.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
32
The slide uses a 'floor' valuation approach to argue for the stock's undervaluation.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
33
The slide uses a DCF-style valuation bridge to demonstrate upside potential from the current share price of $111.50.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
30
The slide uses a 10% discount rate for PV calculations and assumes a constant 16x NTM P/E multiple.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
31
Includes disclaimer regarding valuation assumptions and data sources.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
35
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
42
The chart uses a box-plot style to show ranges for different comparable categories.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
44
The slide uses a bridge framework to reconcile 2015 revenue to 2020 estimates for cliff products.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
15
The chart highlights a premium in M&A multiples compared to Starbucks' current valuation.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
40
The chart uses a waterfall-bridge structure to decompose EPS growth drivers.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
41
The slide uses a 'Summary Valuation' table to justify an investment thesis based on historical reversion.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Financials1 hit