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Peer Gap
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The slide uses a bar chart to justify a potential increase in leverage for Agilent.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
25
The chart shows a clear valuation premium for Europa compared to its peers over the observed period.Citi | Investment Banking Pitch Book | 25 slides · Citi
Consulting deck Investment bank 1 hit
31
The slide uses a quote from the CEO to ironically contrast his stated focus on shareholder value with the actual negative performance results.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
28
The chart highlights the persistent valuation gap between the target companies and the broader automotive peer group.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
29
The chart shows a multi-year trend from 2013 to 2018.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
14
The U.S. bar is highlighted with a dashed oval to emphasize its outlier status.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
28
The slide uses indexed stock price data to compare performance across different industry sectors.Goldman Sachs | Investment Banking Pitch Book | 66 slides · Goldman Sachs
Consulting deck Investment bank Beat · Solution & Approach1 hit
245
The chart uses a dotted line to indicate the average of the non-Herbalife peers.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
36
Uses 'X' icons to denote negative attributes of peer groups.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 1 hit
04
The slide uses negative values in parentheses to highlight underperformance.Legion Partners | Activist Presentation Deck | 14 slides · Legion Partners
Activist deck Activist investor Beat · The Monster1 hit
44
The slide uses a waterfall-style comparison to illustrate valuation gaps.Lightning eMotors | SPAC Presentation Deck | 45 slides · Lightning eMotors
Pitch deck Investment bank 1 hit
34
The slide uses a grouped bar chart structure to compare valuation multiples across different industry segments (Traditional Launch vs. Large Defense/Space).Momentus | SPAC Presentation Deck | 38 slides · Momentus
Pitch deck Investment bank 1 hit
36
Includes a disclaimer about potential upside from a 50/50 Europe JV. Data as of Feb 28, 2020.Nikola | SPAC Presentation Deck | 39 slides · Nikola
Pitch deck Investment bank Beat · Impact & Next Steps1 hit
12
The chart highlights a significant divergence in performance between Wendy's and its peers.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · Agitate1 hit
07
The slide uses a red downward arrow to visually emphasize the underperformance gap.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
08
The slide uses a line chart to show historical P/E trends and a bar chart to compare specific periods (Mid-15 to Mid-18 vs YTD).Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
09
The slide highlights Inteliquent's disproportionate involvement in illegal robocall traffic compared to peers.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
12
The slide uses three distinct tables to demonstrate the prevalence of scam-related reports associated with Sinch compared to Twilio, Peerless Network, and Telnyx.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
13
The slide uses external anecdotal evidence (Reddit, Scammer.Info, BBB) to build a case against the company's reputation.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
17
The slide uses a qualitative argument supported by LinkedIn SalesNavigator search data to frame Sinch as under-resourced in critical compliance functions compared to its peer, Twilio.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Capability Gap1 hit
18
The slide presents two bar charts: the top one compares Sinch and Twilio, while the bottom one expands the comparison to include Bandwidth Inc and Infobip.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Capability Gap1 hit
07
The slide uses a red color palette to emphasize negative performance and urgency.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
18
The slide uses a rhetorical question as an action title to challenge management's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a 'dilutive vs accretive' framework to argue against the conglomerate's M&A strategy.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
24
The slide uses a 'villain' framing by highlighting the gap between management claims and actual performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
30
Uses a side-by-side comparison to frame Suncor as the 'High-Performing Company' and Phillips 66 as the 'Underperforming Company'.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
31
Uses a 'best practice' framework to contrast two companies; includes a section of analyst quotes to validate Suncor's success.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
34
The slide uses a red-themed 'shortfalls' column to emphasize negative performance gaps.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
10
Slide 9 of an activist deck, likely targeting Danone.Trian Partners | Activist Presentation Deck | 16 slides · Trian Partners
Activist deck Activist investor Beat · Market Size1 hit
43
The slide uses a peer group analysis to argue for valuation expansion.UpHealth | SPAC Presentation Deck | 48 slides · UpHealth
Pitch deck Investment bank 1 hit