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Waterfall Chart
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Matching slides 7,440
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2,131-2,160 of 7,440
74
Part of a Lazard chapter on content strategy.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
75
Part of a chapter on content strategy; includes CAGR calculations for key metrics.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
76
Part of a Lazard activist deck, likely analyzing Time Warner or a similar media conglomerate.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
77
Includes historical data from 2001-2005.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
78
Includes footnotes regarding the Liberty Put/Time Warner Call agreement and data sources.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
184
The slide uses four pie charts to illustrate the shift in revenue and OIBDA contribution from Video to High-Speed Data and Telephony.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
153
The table calculates 'Adj. Value Per Share' by applying a 15x P/E multiple to 'PF Cash EPS' and adding cumulative dividends.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
38
The slide uses a waterfall bridge to reconcile management's reported return with the actual economic return after accounting for G&A, Capex, lost royalties, and taxes.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
24
The slide uses a 'build-up' approach to adjust the headline return metric down to a more realistic after-tax FCF return.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
33
The chart uses a waterfall structure to show cash flow and share repurchases impacting net cash balances over time.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
47
The slide uses a combination of a line chart for historical/projected price and a data table for key performance indicators.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
06
The slide uses a valuation bridge to expose a discrepancy in the deal terms.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem1 hit
13
Includes a Statista chart on PC market decline and a valuation bridge table comparing implied vs. management-claimed share prices.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
24
The slide uses a bar chart to represent the valuation gap between the status quo and the proposed turnaround plan.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
44
Uses CEO quotes to contrast management optimism with market consensus reality.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
21
Includes a detailed 'STB Adjusted Yield Calculation' table to justify the yield premium argument.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
36
Includes detailed footnotes explaining valuation assumptions and methodology.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
47
The slide argues that the reduction in debt and pension liabilities outweighs the reduction in EBITDA and interest expense.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
24
The slide uses a flow-chart style diagram to show capital allocation strategy.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
50
The slide uses a simple additive and causal flow to summarize the investment thesis.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Satisfaction1 hit
30
The slide uses two distinct scenarios (80% AFFO and 1.10x & VZ Deal) to demonstrate downside protection and IRR potential.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
42
The slide uses a quantitative buildup to estimate the financial impact of spectrum deployment on CCI's AFFO per share.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
47
The table highlights the fragmented analyst coverage across different business segments, supporting the 'overly complex' thesis.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons1 hit
13
The slide uses a 2x2 grid of line charts to demonstrate valuation compression and high short interest.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
19
The chart uses a waterfall-style visualization to aggregate losses.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
25
The tables highlight the $125 dividend scenario as a focal point.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
14
The slide argues for a spin-off to unlock value by creating a pure-play power generation entity.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 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
09
Uses a waterfall bridge to visualize the reconciliation of operating margin between 2016 and 2017.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 hit
38
The slide uses a dual-waterfall structure to connect current cost structure to future margin expansion.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit