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Waterfall Chart
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2,191-2,220 of 7,440
05
The slide uses a four-quadrant layout to summarize the investment thesis.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)1 hit
05
Includes a peer comparison table, an EV bridge calculation, and a list of peer companies by division.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
23
The slide illustrates a financial distortion where capital expenditure is effectively disguised as operating revenue, leading to higher reported margins but lower actual investment returns.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
38
Includes a valuation bridge table and key financial metrics for AMT's Indian operations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
92
This is a dense financial data table typical of an appendix in a research note or investor presentation.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
93
The table provides a granular breakdown of operational and financial metrics for the domestic business unit over a 14-year period.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
94
The table provides a longitudinal view of operational KPIs and financial performance metrics.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
05
The slide highlights the discrepancy between accounting consolidation and actual economic ownership.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
02
The chart is a waterfall-style visualization showing the slow accumulation of cash over 9 years against booked revenue.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Exposing contradictions in EHTH's financial reporting1 hit
03
The slide uses a waterfall chart to visualize the gap between revenue booking and cash realization over a 24-year period.eHealth Inc. (EHTH) · Carson Block
Research note Short seller 1 hit
04
The slide compares modeled churn rates against company-stated churn rates to highlight aggressive revenue recognition assumptions.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Supporting data1 hit
16
Includes detailed footnotes explaining the derivation of the 166.7% gross-up factor and the 59.8% ITC-related portion.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
19
Includes two tables calculating non-cash gains and one table showing historical securitization margins.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
54
Includes a footnote referencing the valuation firm Oludemi Jagun Dosumm & Co.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
15
The slide uses a deductive reasoning approach to isolate the impact of a specific contract on overall division margins.OSI Systems, Inc. (OSIS) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
10
Includes specific references to footnotes 19, 20, and 21. Contrasts RUN's accounting practices with Sunnova's.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
09
The slide is used to support an argument about aggressive organic growth accounting practices.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
08
Includes a footnote regarding sensitivity to tuition rate assumptions.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
33
Includes footnotes referencing external sources and valuation calculations.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
51
Includes a quote from a Unilever executive to validate the attractiveness of the derma category.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
75
The slide compares current market price (5,676) against an intrinsic value (9,919) derived from segment valuations (Health & Beauty, Cosmetics, Hygiene & Living Care, Chemicals) minus net debt.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
11
The slide uses a rhetorical question format to challenge the board's oversight of marketing investment and international growth strategy.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
14
The slide uses a line chart to show Kao's declining return on research capital relative to peers and a bar chart to show the collapse of EVA into negative territory.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
04
The slide uses two distinct charts to support the thesis: a line chart showing historical cap rate spreads and a bar chart comparing REIT vs S&P 500 returns during inflationary periods.N/A (asset-class advocacy) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
06
The slide uses a waterfall bridge to deconstruct the 'Net Subscriber Value' metric.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit
27
The chart highlights 'Proceeds from Tax Equity, Upfront Rebates, Prepayments' within an 'Upfront Cash' column, suggesting a potential mismatch between reported subscriber numbers and tax credit eligibility.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit
11
Uses a waterfall chart to show the gap to the $1B target and a bar chart to show acquisition multiple discrepancies.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
46
Uses a waterfall-bridge chart to illustrate the path from current share price to intrinsic value.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
66
The chart uses a waterfall-style logic to show how a 10x price increase is offset by customer losses to result in only 2.5x revenue growth.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
89
The slide uses a waterfall-style bridge to justify a target share price range of $46.34 to $56.21.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit