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Show Valuation Bridge
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Matching slides 1,328
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Slide function
751-780 of 1,328
71
The slide uses a bracket to group multiple product lines under a single valuation methodology.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 hit
79
The slide uses a floating bar chart to represent valuation ranges for different peer groups.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Benchmark Gap1 hit
82
The slide uses a weighted average approach based on earnings contribution to derive a base business multiple.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
88
The slide uses a timeline-annotated line chart to demonstrate value creation following specific M&A events.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
97
Uses a standard pro-forma bridge to justify acquisition value creation through cost cutting (SG&A and R&D).Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
98
The slide uses a hypothetical 'Val-gan' entity to demonstrate the impact of asset acquisition on market cap and shareholder value.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
103
The slide uses a 'margin of safety' framing to argue that the proposed transaction is undervalued or safe for the acquirer.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
110
The slide uses a 10% discount rate to derive the final valuation multiples.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
35
Uses a simple arithmetic bridge to show how the $223 total offer value is derived.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
95
The slide uses a dual-axis chart to correlate share price with trading volume and Pershing Square's accumulation activity.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
17
Includes arrows pointing to EBITDA and Multiple rows.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · Solution1 hit
19
The slide uses a sum-of-the-parts approach to value fee simple units and building-only units, then adjusts for tax implications.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · Solution1 hit
21
The slide uses a sum-of-the-parts valuation approach to justify a higher stock price based on operational improvements.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
25
The slide highlights the discrepancy in valuation multiples between Wendy's and Triarc.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
27
Includes detailed footnotes regarding share counts, debt, and EBITDA adjustments.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · Solution1 hit
29
Includes two sensitivity tables with highlighted rows for the $160mm cost savings scenario.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · Solution1 hit
32
The slide uses a 'floor' valuation approach to argue for stock undervaluation.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
33
Pershing Square | Activist Presentation Deck | 39 slidesPershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
42
Slide 41 of a presentation. Includes assumptions about dividends and current stock price.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
43
The slide uses a combination of a callout box for the thesis and a list for the supporting arguments.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
40
Includes a callout box highlighting the $46-$50 per share valuation range and a footnote detailing allocation and debt assumptions.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Business ModelLoop · Mece Breakdown1 hit
41
The slide uses a specific definition of FCF: After-Tax Levered Operating Cash Flow less Growth and Maintenance Capital Expenditures.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Business ModelLoop · Mece Breakdown1 hit
44
The chart uses a waterfall-bridge structure to show the cumulative impact of different strategic initiatives on the stock price.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Value Chain Walk1 hit
23
The chart uses a waterfall bridge to demonstrate value creation.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
75
The slide uses a comparative table structure to demonstrate value creation through asset optimization and share buybacks.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
76
The chart uses a waterfall bridge to show how specific strategic actions (Core Business, Asian Stakes Tax Savings, Share Count Reduction) build up to a total potential value.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
92
The slide uses a comparative table structure to show how different asset valuations and core business improvements lead to a higher per-share price.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
05
The slide uses a pie chart to illustrate the sum-of-the-parts valuation, highlighting that the 'Core Yahoo' business is only a fraction of the total value.Third Point Management | Activist Presentation Deck | 13 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
09
The table highlights the gap between current market valuation and potential intrinsic value, specifically focusing on the Alibaba stake and Core Yahoo business.Third Point Management | Activist Presentation Deck | 13 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
12
The chart uses a regression line to show the expected valuation based on growth, with an arrow indicating the potential re-rating of Danone stock.Trian Partners | Activist Presentation Deck | 16 slides · Trian Partners
Activist deck Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit