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Show Valuation Bridge
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781-810 of 1,328
24
The slide uses peer benchmarking to argue for a valuation re-rating of BHP's petroleum assets.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
35
The slide uses a waterfall-style bridge to demonstrate value creation steps.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
06
The slide uses a red dashed box to highlight the $89.89 valuation.Icahn Enterprises | Activist Presentation Deck | 20 slides · Icahn Capital
Activist deck Activist investor 1 hit
17
The slide uses a comparable company analysis approach to justify a higher valuation for VMware, referencing the IBM/Red Hat deal as a precedent.Icahn Enterprises | Activist Presentation Deck | 20 slides · Icahn Capital
Activist deck Activist investor 1 hit
18
The slide highlights a discrepancy in valuation multiples between Xerox and Fuji Xerox to argue undervaluation.Icahn Enterprises | Activist Presentation Deck | 44 slides · Icahn Capital LP and Deason Capital Services, LLC
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
21
The slide uses a comparative valuation framework to challenge the proposed 49.9% ownership stake.Icahn Enterprises | Activist Presentation Deck | 44 slides · Icahn Capital LP and Deason Capital Services, LLC
Activist deck Activist investor Beat · The Monster1 hit
23
The slide uses a specific cash flow derivation to argue that the deal undervalues Xerox.Icahn Enterprises | Activist Presentation Deck | 44 slides · Icahn Capital LP and Deason Capital Services, LLC
Activist deck Activist investor Beat · The Monster1 hit
40
Includes a bridge calculation for the $59 illustrative total value.Icahn Enterprises | Activist Presentation Deck | 44 slides · Icahn Capital LP and Deason Capital Services, LLC
Activist deck Activist investor Beat · The Struggle1 hit
105
The chart uses a standard waterfall bridge format to decompose EPS growth drivers.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The VictoryLoop · Hypothesis Test1 hit
19
Includes operational update and specific caveats regarding the relevance of current projections due to performance deterioration.Morgan Stanley | Investment Banking Pitch Book | 33 slides · Morgan Stanley
Regulatory filing Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
20
Project Roosevelt, Morgan Stanley, confidential exhibit.Morgan Stanley | Investment Banking Pitch Book | 33 slides · Morgan Stanley
Regulatory filing Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
21
Confidential exhibit marked with [*]. Includes market check and operational updates alongside detailed DCF and valuation tables.Morgan Stanley | Investment Banking Pitch Book | 33 slides · Morgan Stanley
Regulatory filing Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
22
Includes detailed assumptions regarding IRS Section 382 limitations and WACC calculation methodology.Morgan Stanley | Investment Banking Pitch Book | 33 slides · Morgan Stanley
Regulatory filing Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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Includes detailed footnotes regarding JV interests, EBITDA calculations, pipeline PV, NOL assumptions, and preferred dividends.Morgan Stanley | Investment Banking Pitch Book | 33 slides · Morgan Stanley
Regulatory filing Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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Includes detailed assumptions on discount rates, exit multiples, and debt/equity adjustments.Morgan Stanley | Investment Banking Pitch Book | 33 slides · Morgan Stanley
Regulatory filing Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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Includes assumptions regarding PIK equity, cost of equity, and exit multiples.Morgan Stanley | Investment Banking Pitch Book | 33 slides · Morgan Stanley
Regulatory filing Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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Includes specific valuation assumptions like discount rates, exit multiples, and NOL values for each methodology.Morgan Stanley | Investment Banking Pitch Book | 33 slides · Morgan Stanley
Regulatory filing Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
40
The chart uses a bridge format to decompose EPS growth drivers.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
41
The slide uses a clear 'Base' vs 'Upside' comparison to justify a bullish investment thesis.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
33
Includes detailed footnotes explaining the derivation of net debt, McOpCo stake, and share buyback assumptions.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution & ApproachLoop · The Reveal1 hit
34
Includes a footnote reference (1) regarding after-tax IPO proceeds.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution & Approach1 hit
35
Includes detailed footnotes explaining debt allocation, McOpCo stake, and share repurchase assumptions.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution & Approach1 hit
56
Includes a specific footnote regarding the McOpCo stake valuation.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
93
The chart uses a waterfall-bridge structure to illustrate the components of the proposed valuation increase.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
19
Waterfall chart used to bridge individual business unit valuations to a total SOTP value.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
69
The slide uses a valuation bridge approach to derive TEV from CY22E EBIT.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
77
The slide uses a valuation table to show implied multiples at different enterprise values, highlighting the $45bn bid level.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
78
The table includes a dashed oval highlight around the total TEV range.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
84
Includes a table of precedent transactions and a valuation bridge based on CY21E financials.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
32
The slide uses a red arrow graphic to visually bridge the segment valuations to the final value unlock claim.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit