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Waterfall Chart
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2,071-2,100 of 7,440
113
The chart uses a bridge structure to show the impact of removing the SMR stake on the valuation multiple.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
06
Uses a combination of waterfall-style EPS decline chart and a comparative performance table to argue for management change.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
42
The slide provides a financial model summary for aircraft leasing economics.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
43
The slide calculates a 13.3% ROE based on a 75/25 debt-to-equity split and a 12.5% tax rate.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
62
The slide uses a waterfall bridge to demonstrate how specific adjustments (Revs/Doc, margins, WACC) reduce the valuation.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
22
This slide is part of the Greenlight Capital activist campaign against Apple, specifically advocating for capital return.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
48
The table compares five scenarios: Special Dividend, One-Time Repurchase, On-Going Repurchases, Double the Dividend, and iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
14
The chart uses a metaphor of an 'ice cube' melting to describe the portfolio amortization.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
52
The slide uses a waterfall-style logic to adjust the initial S&P capacity figure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
25
The chart is a waterfall-style bridge showing the sum of two components.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · The Reveal1 hit
51
The slide uses a waterfall chart to demonstrate the impact of specific assumption adjustments on a valuation model.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
16
The slide uses a timeline to illustrate that major revenue-generating products are not facing immediate patent cliffs.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
24
The slide highlights the impact of zero-based budgeting on operational costs.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
64
The cartoon serves as a metaphor for the high decline rate of natural gas wells.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
74
The chart shows a historical correlation that broke down around 2009.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
35
The table compares two business models for K-cup distribution, showing a breakdown of costs and margins.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
44
The slide demonstrates the impact of commodity price sensitivity on equity value, assuming no reserve write-downs.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
33
The slide uses a 'before-after' logic to justify the proposed operational and financial improvements.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
19
The chart uses a standard waterfall bridge to reconcile segment values to an enterprise value and finally an SOTP total, compared against the current share price.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
59
Includes a waterfall chart explaining the FY18 to FY19 profit bridge.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
97
Includes key assumptions regarding asset monetization and tax rates.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
98
Includes a direct quote from Apple CFO Luca Maestri regarding the 2018 buyback announcement.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
62
The table uses a DCF model based on a specific commodity price assumption ($3.00/lb copper).Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
63
The table uses a standard NAV build-up approach for mining assets.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
64
The table uses a standard NAV build-up methodology.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
14
Uses historical FCF growth and peer FCF yield comparison to argue for undervaluation.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · Valuation1 hit
39
Includes a check row to verify the bridge calculations against reported 10-K figures.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
37
The slide uses a cartoon to illustrate the speculative nature of the valuation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
05
This is a classic 'sum-of-the-parts' valuation breakdown used by activist investors to highlight undervaluation.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
The table compares current market valuation against intrinsic, tax-efficient, and mid-term scenarios.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit