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Show Valuation Bridge
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Matching slides 1,328
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241-270 of 1,328
04
The slide uses a sum-of-the-parts (SOTP) valuation to argue against a corporate breakup, highlighting the 'Retail' segment's implied premium.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
17
Uses a sum-of-the-parts logic to highlight market inefficiency.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
18
Includes a pro-forma EBITDA and net debt buildup table followed by a 2D sensitivity matrix.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
20
The slide calculates equity value by adjusting EBITDA for rent, adding cash/proceeds, and subtracting debt, then dividing by pro-forma shares.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
07
The slide uses a hierarchical diagram to show the split of the parent company into two distinct valuation components.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
09
The matrix uses arrows to visually anchor 'Current Price', 'Base Case', and 'Intrinsic Case' within the grid.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
10
The chart shows a clear downward trend in cap rates over time, supporting the thesis of value surfacing.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
12
The slide uses a dual-axis line chart to argue that the timing is optimal for a PropCo/OpCo split based on market multiples.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
41
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
47
The slide uses a combination of a line chart for historical/projected price and a data table for key performance indicators.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
19
Includes a line chart of Laidlaw EV/EBITDA and a table of Laidlaw revenue mix.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
36
Includes detailed footnotes explaining valuation assumptions and methodology.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
40
The slide argues for the sale of Greyhound to focus on UK turnaround efforts and provides a valuation estimate based on 10x-10.5x EBITA multiples.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
05
Uses a simple additive visual structure to show the components of the deal value.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide argues that ADT's cash flow profile is similar to REITs and should be valued using AFFO multiples.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
29
The table demonstrates the sensitivity of share price to Net Debt/EBITDA ratios, illustrating the 'equity shrink' effect.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
49
Uses a waterfall-bridge chart to illustrate value creation levers.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons1 hit
07
The slide uses a sum-of-the-parts valuation approach for Rubicon, aggregating equity contributions from TEN and ARBR.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
12
Includes two sensitivity tables for DCF valuation (USDm and per share NZD) based on WACC and perpetuity growth rates.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
15
Includes additional value sources like tax losses and GST claims.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
08
The slide uses a combination of bulleted arguments and three distinct financial tables to justify a high exit multiple for an LBO scenario.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
08
The slide uses a structural decomposition to argue for a corporate breakup or restructuring to unlock value.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
09
Includes detailed pro-forma financial tables comparing current vs. post-transaction metrics and a valuation bridge for TRP shareholders.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
12
The slide uses a sum-of-the-parts valuation approach to justify a specific share price target.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
14
The slide argues for a spin-off to unlock value by creating a pure-play power generation entity.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
17
Uses a comparison table to expose a valuation gap.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
18
The slide highlights the discrepancy in valuation multiples between Fuji Xerox and Xerox as presented by management.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
21
The slide uses a sensitivity analysis (7.0x, 7.5x, 8.0x) to demonstrate that Xerox is undervalued relative to the Fuji Xerox valuation used by the Board.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
23
The slide uses a specific 'Net Contributed Cash Flow' calculation to argue the deal is undervalued.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
40
The slide uses a 7.0x multiple as the base case for the bridge calculation.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit