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Quantify Opportunity
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Matching slides 3,378
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Slide function
151-180 of 3,378
13
The slide emphasizes execution as the primary driver for closing the valuation gap.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
167
The slide uses a before-after comparison to justify the acquisition by showing the gap between current TWC performance and the acquired systems' performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
224
The slide argues that restructuring into separate entities allows for higher aggregate debt capacity than the consolidated entity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
272
Part of a larger chapter on valuation, specifically focusing on operational efficiencies and capital allocation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
291
Includes a secondary analysis section on the impact of NOL usage and timing post-breakup.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
04
Includes a Reuters news clipping as a visual anchor for the transaction announcement.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
05
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
10
The chart uses a waterfall structure to show how individual synergy categories (Procurement, G&A, Operational, Growth, Financial) sum up to a total of $650M.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
11
The slide uses a waterfall-bridge style logic for the EPS accretion visualization.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Iceberg1 hit
13
The chart uses a waterfall bridge to illustrate value creation.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
25
The table demonstrates potential for 2.5x operating income growth.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor 1 hit
11
The table includes both announced cost synergies and potential revenue/growth opportunities.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
25
The chart uses a waterfall bridge to show the contribution of specific operational and market factors to the total valuation increase.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Agitate1 hit
164
The chart uses a bridge-like visual connection to link the 2018 peak to the 2027E projection.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 1 hit
167
The slide uses a waterfall bridge to justify a future share price based on EPS growth and a constant P/E multiple.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 1 hit
45
Includes a quote from President Hasebe to validate the growth thesis in Thailand.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem Statement1 hit
27
The chart uses a bridge-like structure to show current value, upside, and potential future value.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
12
The chart uses a broken y-axis to accommodate the massive scale of Samsung Electronics relative to other entities.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit
22
Includes a mix of historical share price performance, market share data, and peer valuation benchmarking.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
23
Includes a valuation bridge/discount visualization and a peer comparison chart.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
24
The slide uses a dual-chart approach to demonstrate the scale of operating businesses (Net Sales and Operating Profit) excluding Samsung Biologics.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
48
The table highlights the significant value potential for major stakeholders.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
25
Uses a CEO quote to preemptively counter the argument against unification.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
48
Uses a two-part table structure to show valuation of credits and the subsequent impact on balance sheet leverage.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
38
Includes specific callouts for investor day guidance and a potential EPS upside scenario.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
42
Includes a table of specific Class I railroad emissions savings and a visual comparison of the total savings impact.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
43
The chart highlights a significant gap between current consensus projections and potential upside scenarios.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
20
The slide uses a comparative valuation approach to justify potential share price increases.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
Includes a specific valuation target range of $65-95.90/share.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
90
The slide uses a before-and-after table structure to illustrate the impact of share retirement on EPS and total valuation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit