slides · global inventory
Sum Of Parts
Tool collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 100
Current window 31-60
Pages 4
Rows per page 30
Tool
31-60 of 100
48
The slide uses a structured list format to present the investment thesis for UTX.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · ActionLoop · Before After1 hit
73
The slide uses a sum-of-the-parts (SOTP) valuation framework to justify a bearish price target.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
05
The slide uses bolded action-oriented headers for each paragraph to summarize the core investment thesis points.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
122
The slide uses a sum-of-parts (SOP) valuation framework to justify a short thesis.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
124
The slide uses a bearish SOTP model to argue for a valuation de-rating.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
85
This is a transition or thesis slide featuring the Spruce Point Capital Management logo.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Quick Win Big Bet1 hit
50
The table includes a 'BSC REFERENCE RANGE' row highlighted in cyan, summarizing the total valuation metrics.Bear Stearns | Investment Banking Pitch Book | 80 slides · Bear Stearns
Consulting deck Investment bank Loop · Cost Of Inaction1 hit
35
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
27
The slide uses a sum-of-the-parts approach to derive valuation ranges for two segments (ISS/HE/PS and AS) and reconciles them to an implied share price.Lazard | Investment Banking Pitch Book | 46 slides · Lazard
Consulting deck Investment bank Beat · Evidence & Proof1 hit
38
Includes a valuation bridge from Enterprise Value to Implied Price per Share.Lazard | Investment Banking Pitch Book | 46 slides · Lazard
Consulting deck Investment bank Beat · Evidence & Proof1 hit
22
Uses sum-of-the-parts valuation logic to justify a higher share price.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
40
Includes a callout box explaining the underlying EBITDA assumptions and the resulting stock price range.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
56
The table compares current valuation metrics against a post-IPO scenario for McOpCo, showing an implied share price premium.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
17
Includes detailed footnotes regarding JV interests, EBITDA adjustments, and NOL valuation assumptions.Morgan Stanley | Investment Banking Pitch Book | 35 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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
37
The slide uses a comparison table structure to link current issues to proposed benefits.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck 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
06
The chart uses a color-coded grouping strategy to compare Phillips 66's current valuation against peer groups (Refining, Midstream MLPs, Midstream C-Corps, Chemicals).Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
08
Uses a sum-of-the-parts valuation bridge to highlight the valuation gap.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
12
The slide uses a navigation bar at the top and a footer with the activist firm name (Elliott) and campaign name (Streamline 66).Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
13
The slide uses a 'Valuable Assets' theme to argue for the potential of the refining business under Elliott's proposed management.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
14
Includes a dual-axis chart showing EBITDA-Capex and conversion percentage over time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
15
The slide uses a comparative benchmarking approach to justify the valuation of the midstream segment.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
16
Includes a cost curve chart showing CPChem's competitive advantage.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
21
The slide uses a 'villain' framing by highlighting the 'Phillips Today' column with red 'X' marks to emphasize negative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
36
The slide uses a before-after framing to justify a valuation uplift.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
37
Includes a map of Permian NGL assets, a market share pie chart for the DJ Basin, and a sensitivity analysis for standalone valuation based on EBITDA multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
40
Includes a sensitivity analysis table for share repurchases at various premiums.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
46
Includes detailed footnotes explaining specific adjustments for debt, cash, and asset divestitures.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
56
The slide uses a sum-of-the-parts approach to justify a $38/share valuation.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit