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Show Valuation Bridge
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Matching slides 1,328
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Slide function
721-750 of 1,328
37
Uses a waterfall-style bridge to isolate the implied value of the fiber segment by subtracting tower valuations from total enterprise value.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
38
Uses a waterfall-style logic to demonstrate capital misallocation.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
14
The slide uses a combination of a growth profile chart and a valuation bridge table to argue against a corporate separation.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
44
The slide presents a complex financial model involving debt reduction, asset drops, and pro forma valuation metrics for MPLX, RetailCo, and New MPC.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
45
The slide uses a bottom-up buildup of value per share across three business segments.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
18
Includes a quote from Deutsche Bank to support the thesis of investor skepticism.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
10
The slide uses a visual bridge/bar chart to show upside potential and includes three testimonial quotes from financial institutions.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence1 hit
08
The slide uses a waterfall-bridge chart to illustrate value creation levers.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
22
Pershing Square activist deck slide 22.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
39
The slide uses a bridge diagram to illustrate the transition from 'As Reported' financials to 'Adjusting for Market Rent' and finally to 'IPO of 20% of McOpCo' valuation.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Business ModelLoop · Mece Breakdown1 hit
06
The slide uses a peer benchmark to highlight the valuation gap between the company's current trading multiple and its implied SOTP value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
08
Uses a waterfall-bridge chart to decompose Enterprise Value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
36
Uses a before-after framing to contrast current state (inefficiencies) with future state (value unlocking).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
37
Includes a map of Permian assets and a donut chart showing market share in the DJ Basin.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
46
The table uses a 6.6x EBITDA multiple as a baseline for valuation, with specific adjustments for asset sales and debt paydowns.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
11
The table compares Sampo's P/E against Nordic P&C averages and historical premiums to derive value upside and total value creation.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
20
Uses a waterfall-style bridge to reallocate synergies from marketed products to the pipeline.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
12
The slide uses a 'break-even' analysis to highlight the risk of multiple compression in a spin-off scenario.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Hypothesis Test1 hit
14
The slide uses a valuation bridge to demonstrate the value leakage of keeping real estate assets within an operating company (OpCo) versus separating them into a REIT structure.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
12
The slide uses a sum-of-the-parts valuation approach to justify a higher share price target.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
37
Uses a waterfall bridge to isolate the implied value of the operating business.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
218
Includes a disclaimer at the bottom and references a previous 'Real Estate Primer' document.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
227
Includes a specific reference to Life Time Fitness REIT conversion as a precedent.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
228
The slide explicitly excludes the value of Darden's headquarters complex.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
233
Includes a valuation bridge calculation for SRG and a peer benchmarking table.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
06
The chart uses a color-coded grouping strategy to compare Phillips 66's current valuation against peer groups (Refining, Midstream MLPs, Midstream C-Corps, Chemicals).Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
08
Uses a sum-of-the-parts valuation bridge to highlight the valuation gap.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
36
The slide uses a before-after framing to justify a valuation uplift.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
37
Includes a map of Permian NGL assets, a market share pie chart for the DJ Basin, and a sensitivity analysis for standalone valuation based on EBITDA multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
46
Includes detailed footnotes explaining specific adjustments for debt, cash, and asset divestitures.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit