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91-120 of 1,530

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156
The chart uses a waterfall structure to aggregate specific operational improvements into a total EBITDA impact.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
256
Uses two waterfall charts to demonstrate the net cash flow impact of refranchising on low-volume vs high-volume stores.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
09
Uses a simple arithmetic bridge (Market Cap * Ownership = Stake Value) to highlight undervaluation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor 1 hit
03
The slide uses a peer PNAV multiple analysis to argue for undervaluation and includes a narrative summary of investor sentiment.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
05
The slide uses a waterfall-style bridge to compare the TOB price against book value and NAV.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
27
The chart highlights that the current TOB offer represents a 0.88x PBR, which the activist argues is an undervaluation.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
35
Uses a waterfall-style bridge to illustrate financial impact of a corporate action.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
44
Includes a timeline-style diagram showing the transition from 'Today' to 'Ambition'.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
46
Uses numbered callouts (1, 2, 3) to link specific bridge chart components to explanatory text blocks.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
48
The slide uses a waterfall-bridge style visualization to demonstrate the accounting adjustment.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
29
The slide uses a waterfall bridge to visualize the discount and includes analyst quotes to support the undervaluation thesis.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
35
ウォーターフォールチャートを用いた財務インパクトの可視化。Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
36
The chart shows the components of value creation: cross-shareholding divestment, operating cash flow, industrial vehicle business growth, and automotive business governance/ROI improvements.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
46
Includes two waterfall charts comparing FY25/3 results to FY26/3 guidance, and a third waterfall chart from FY24/3 as a precedent for similar accounting practices.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
74
Includes a waterfall-style bridge diagram showing the components of the BMY deal value.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
79
Includes a waterfall-style bridge diagram comparing the $62B calculated value to the $75B management claim.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
80
The slide uses a waterfall-style logic to bridge the total synergy value into two distinct buckets (marketed vs pipeline).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
129
Uses a Gordon Growth Method for terminal value calculation.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
131
Uses a waterfall-style logic to bridge from base case to adjusted case, highlighting value destruction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
133
Uses a waterfall-bridge style chart to illustrate the gap between base case and historical performance.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
135
Includes a waterfall-style bridge diagram showing the components of BMY management's valuation view.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
167
The slide uses a waterfall bridge to show how a 36% margin can reach 45% through operational efficiencies.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
148
Includes a waterfall-style bridge diagram showing the productivity gap.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
158
The chart uses a waterfall-style bridge to show the delta between historical performance and current reality.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
13
The chart uses a waterfall-bridge structure to reconcile market capitalization to core business fair value.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
21
The slide uses a scenario-based bridge to link operational margin improvements to financial valuation metrics.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
22
The chart uses a waterfall-bridge structure to illustrate the incremental value added by specific strategic initiatives.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
32
The chart uses a waterfall-style representation to show revenue and EBITDA losses for 2010 and 2011.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
08
The slide uses a waterfall chart to bridge individual property values to the total portfolio value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
56
The chart uses a standard bridge/waterfall format to show the path from current base EBIT to risk-adjusted target EBIT.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit