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Waterfall Bridge
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15
The slide uses a waterfall-bridge structure to visualize the flow of capital from opening excess to end-of-year deployment.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor 1 hit
60
Uses two waterfall charts to decompose margin changes for Q1 and Q2 2023, annotated with red boxes to highlight negative performance indicators.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
10
Uses a red flag icon to signal warning/contradiction. Employs a 'before/after' style comparison of revenue models.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
19
Uses a waterfall-bridge framework to isolate organic growth from acquisitions.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
263
The slide uses a sum-of-parts valuation logic to justify a higher implied share price compared to the current trading price.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
10
The chart uses a waterfall structure to show how individual synergy categories (Procurement, G&A, Operational, Growth, Financial) sum up to a total of $650M.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
13
The chart uses a waterfall bridge to illustrate value creation.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
05
The chart uses a waterfall bridge to decompose the value creation drivers.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ComplicationLoop · Aha Moment1 hit
10
Includes a valuation bridge showing potential upside from $103 to $183.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
33
Includes a humorous 'Mr. Bill' character to emphasize the negative outcome.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
101
The chart uses a waterfall-style logic to show the buildup from SRP less discount to adjusted SRP.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
58
The chart uses a waterfall structure to show how incremental operational improvements (cost saves, sales lift, margin expansion) build up to a higher EPS, which is then multiplied by a valuation multiple to derive a stock price.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 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
25
The chart uses a waterfall bridge to show the contribution of specific operational and market factors to the total valuation increase.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Agitate1 hit
160
The chart shows a bridge from 61% to 56.7% (rounded to 57% in title) via two positive contributors.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 1 hit
19
The chart shows a cash burn of S$1.6 billion and a requirement for S$4.6 billion in refinancing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
12
The slide argues that current industry practice regarding ITC calculation is aggressive and potentially subject to future IRS challenge.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
25
The chart is a waterfall-style bridge showing the path from current market value to full potential value.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
27
The chart uses a bridge-like structure to show current value, upside, and potential future value.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
28
The slide uses a waterfall bridge to demonstrate the net impact of cost savings minus one-off implementation costs.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
11
The chart uses a waterfall-bridge structure to show how the current share price of $73 reaches a base case of $142 through four distinct value-add steps.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
34
The slide uses a bear icon to signify a short thesis.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Valuation Reveal1 hit
108
The slide uses a classic 'pros vs cons' structure to frame a potential acquisition as a net positive despite a temporary credit rating downgrade.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
116
Uses a bridge chart to illustrate the 74% value uplift from a REIT spin-off.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
33
Uses a waterfall-bridge structure to illustrate value creation from corporate restructuring.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
20
Uses a waterfall-style logic to show how price increases mask customer losses.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
31
The chart uses a waterfall structure to bridge current EPS to potential pro-forma EPS based on specific operational improvements and capital allocation.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Loop · Cost Of Inaction1 hit
35
The chart uses a bridge format to illustrate the delta between current consensus and the activist's projected upside.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Solution1 hit
76
The chart uses a waterfall bridge to show how specific strategic actions (Core Business, Asian Stakes Tax Savings, Share Count Reduction) build up to a total potential value.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
93
The chart uses a waterfall bridge to demonstrate value creation, contrasting a negative impact from Starboard's plan with positive contributions from core business improvements, tax savings, and share count reduction.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit