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Show Valuation Bridge
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Matching slides 1,328
Current window 691-720
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Slide function
691-720 of 1,328
15
Includes detailed footnotes regarding dividend yields, share repurchases, and EPS rounding.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
16
Includes a call to action for a board meeting and a signature from Jesse Cohn.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor 1 hit
31
Includes a detailed valuation table comparing Low, Mid, and High cases.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
32
The chart uses a waterfall-bridge structure to illustrate the components of value creation.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
96
The slide uses a 'Value Destruction' calculation by comparing acquisition costs against current enterprise value estimates.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
99
The slide uses a comparison of invested capital vs. projected 2019 value to demonstrate value destruction.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
307
The slide uses a standard DCF structure to justify a higher valuation, implying the current management is underperforming.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
24
The slide uses peer benchmarking to argue for a valuation re-rating.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
35
The slide uses a waterfall-bridge structure to demonstrate value creation from DLC Unification, Demerger, Buybacks, and Franking Credits.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
53
The slide uses conservative assumptions, excluding synergies and assuming specific debt/cash funding structures.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
07
The slide presents a sum-of-the-parts valuation analysis.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
09
The chart bridges the current share price to a pro forma value through three strategic actions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The chart shows a bridge from current value ($49.85) to pro forma value ($126.24) through specific corporate actions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
26
The chart shows a bridge from $49.85 to $126.24 via three distinct value-add steps.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
28
The chart shows a bridge from 'Hess Today' ($49.85) to 'Pro Forma Hess' ($126.24) via three value-adding steps.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
14
The slide uses a structured layout to map specific business segments to their respective valuation ranges and supporting market data.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
49
Uses a 'proxy' valuation methodology to justify a higher valuation for Hess based on Continental's market performance.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
59
Includes a call to action for the board to divest assets to unlock value.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
22
The chart uses a waterfall-bridge structure to illustrate the impact of specific business improvements on stock price.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
28
The chart uses a stacked bar approach to show additive value components.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
29
The chart uses a waterfall-bridge style to illustrate the components of potential value uplift.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
11
Uses a waterfall-bridge chart to illustrate value creation.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
Includes analyst quotes from Goldman Sachs and Morgan Stanley to support the thesis.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
24
Uses a waterfall-style bridge to illustrate value creation from a current state to a pro forma state.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
28
The chart uses a bridge format to show incremental value creation steps.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
31
Includes a historical reference to a 2017 CEO statement regarding the valuation range.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
32
The slide uses a waterfall bridge to reconcile Equity Value to Enterprise Value and then subtracts specific assets to arrive at the Stub value.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
33
The slide uses a 'Status-quo' to 'Separation' to 'Rerating' bridge to justify the €7bn value creation claim.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
35
The chart shows a bridge from current TIM Net Debt to a Pro-forma Stub Net Debt.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
36
The slide uses a valuation bridge approach to demonstrate how deleveraging unlocks shareholder value through dividends.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit