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Show Valuation Bridge
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151-180 of 1,328
113
The chart uses a bridge structure to show the impact of removing the SMR stake on the valuation multiple.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
05
This slide is part of a larger document; it specifically analyzes the valuation gap between a standalone plan and an acquisition offer.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
62
The slide uses a waterfall bridge to demonstrate how specific adjustments (Revs/Doc, margins, WACC) reduce the valuation.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
22
This slide is part of the Greenlight Capital activist campaign against Apple, specifically advocating for capital return.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
37
The slide uses a simple arithmetic bridge to demonstrate the dilution effect of the proposed iPref dividend on common equity value.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
41
This slide explains the mechanics of a proposed capital allocation strategy involving iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
25
The chart is a waterfall-style bridge showing the sum of two components.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · The Reveal1 hit
28
The slide illustrates a sensitivity analysis or adjustment to a third-party valuation model.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · The Reveal1 hit
36
The slide uses a waterfall chart to bridge from a base case valuation to an adjusted valuation based on specific revenue and margin assumptions.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
51
The slide uses a waterfall chart to demonstrate the impact of specific assumption adjustments on a valuation model.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
61
The slide uses arrows to visually connect the three trend charts to the final DCF value.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
05
The slide provides a snapshot of market cap and enterprise value, followed by context on the company's strategic shift away from chemicals.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · InterestLoop · Logic Chain1 hit
41
The slide uses a scenario-based approach to demonstrate value beyond the headline price.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
44
The slide calculates an adjusted P/E of 11.7x based on an adjusted EPS of $10.97.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
46
The slide uses a literal cake to represent business segments, a creative visual choice noted in the text.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
05
The slide presents a standard valuation bridge calculation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
26
The slide provides a high-level summary of a DCF model, including reserve volume, pricing, costs, capex, and WACC, resulting in a $3 billion valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
27
The cartoon is a satirical commentary on the housing market/equity, used here as a thematic hook for a financial valuation slide.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
29
The slide provides a valuation bridge for CONSOL's interest in CONE Midstream (CNNX).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
30
The chart visualizes the sum of parts valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
37
The slide uses a negative value to highlight 'Value destruction' of $3.37 per BOE.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
39
The slide uses a cynical tone to critique market valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
41
Uses an hourglass illustration to represent the time value of money.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
46
The slide uses a bridge/waterfall structure to explain the valuation gap between accounting measures and market capitalization.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
64
The slide uses a 'high case' scenario to demonstrate that even with optimistic assumptions, the stock is overvalued.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
20
The slide uses a 'sum-of-the-parts' logic to imply that the core airport land covers the entire company valuation, making the remaining land 'free'.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
31
The slide uses a simple sensitivity analysis table to derive a valuation range based on price per acre.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
97
The slide highlights a discrepancy between the calculated market value of specific lots ($14.85M) and the company's reported carrying value ($41.77M).The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
04
Includes footnotes 10, 11, and 12.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Waterfall Value1 hit
02
The slide argues that the market is assigning a very low valuation to the core business, implying a lack of confidence in current management.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit