Matching slides 412
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61-90 of 412

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The slide uses a 'Spruce Point Adjusted Reality' column to contrast with company-reported figures.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
85
The slide uses Bloomberg terminal-style charts to highlight valuation multiple expansion.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
20
The slide uses a 'Spruce Point' vs 'Street' comparison to justify a bearish thesis on valuation multiples.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
08
The slide uses historical valuation charts to argue that current multiples are at all-time highs, supporting a bearish thesis.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter1 hit
56
The slide highlights that 83% of the company's value is based on 'potential' new business, which the author argues is unjustified given the company's history.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
27
Includes a detailed DCF table, valuation bridge, share derivation, and key assumptions.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Quick Win Big Bet1 hit
81
The slide outlines the assumptions (10% discount rate, 10-year life, 0-5% growth) and presents a sensitivity table for DCF multiples.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
110
The slide includes a summary table of undiscounted cash flows and a detailed table of discounted cash flows at a 10% discount rate.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
12
Part of a DCF Primer deck by Bear Stearns.Bear Stearns | Investment Banking Pitch Book | 36 slides · Bear Stearns
Consulting deck Investment bank Beat · Evidence & ProofLoop · Mece Breakdown1 hit
27
The slide uses a standard financial model layout for valuation analysis.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
23
The slide highlights a discrepancy between CPI's carrying value and JLL's valuation range for the Bubny landbank.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
33
The slide details the data source (Prague Building Land Price Map), the sampling criteria (neighboring plots in Holešovice District), and the sample size (70 sites).CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
25
Includes a DCF matrix (Discount Rate vs Terminal EBITDA Multiple) and a Growth/Margin sensitivity table.Credit Suisse | Investment Banking Pitch Book | 31 slides · Credit Suisse First Boston
Consulting deck Investment bank Beat · FinancialsLoop · Cost Of Inaction1 hit
30
Includes a DCF matrix and a growth/margin sensitivity table.Credit Suisse | Investment Banking Pitch Book | 31 slides · Credit Suisse First Boston
Consulting deck Investment bank Beat · Financials1 hit
34
The slide presents a valuation model based on 2006E EBITDA multiples.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
29
The slide uses a quote from a CTO to frame a discussion on accounting transparency and profitability metrics.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
222
Includes a comparison table and a bar chart visualizing lease rates and cap rates.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
246
Includes footnotes regarding assumptions for franchise fees, unit volume, and valuation multiples.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
75
The table shows a multi-year projection of cash flows leading to a terminal value calculation.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
122
The slide uses a sum-of-the-parts approach to arrive at a total NAV range.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
124
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
126
Includes footnotes detailing assumptions for terminal value and growth rates.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
34
This appears to be a page from a financial modeling study guide.N/A · 10X EBITDA
Other Short seller Loop · Golden Circle1 hit
46
The slide presents four distinct Q&A scenarios regarding valuation multiples.N/A · 10X EBITDA
Other Short seller 1 hit
50
This slide is part of a technical interview preparation guide, formatted as a Q&A list.N/A · 10X EBITDA
Other Short seller 1 hit
51
This appears to be a page from a technical interview guide for finance.N/A · 10X EBITDA
Other Short seller 1 hit
52
This appears to be a page from a technical interview prep guide for investment banking.N/A · 10X EBITDA
Other Short seller 1 hit
53
This slide is a Q&A format educational resource for financial modeling.N/A · 10X EBITDA
Other Short seller 1 hit
54
This is a page from a technical interview guide (10XEBITDA.com).N/A · 10X EBITDA
Other Short seller 1 hit
59
This slide is part of a technical interview guide, providing specific Q&A pairs for investment banking candidates.N/A · 10X EBITDA
Other Short seller 1 hit