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Waterfall Chart
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2,251-2,280 of 7,440
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The slide presents sequential organic growth analysis by stripping out acquisition impacts.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
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The slide provides a sequential organic growth calculation by adjusting reported revenue for acquisition impacts.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
25
The slide provides a bridge between reported revenue and organic revenue by adjusting for acquisitions and net installations.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
14
Includes a table of current assets showing a projected cash deficit by 4Q20.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
02
This is a research note page detailing specific claims regarding MCY's insurance exposure and regulatory filings.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
31
The slide uses a waterfall bridge to show the path from 2006E EBITDA to a 2008 projection.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
37
The slide uses a 'worth more dead than alive' framing to argue for liquidation or divestiture based on capital efficiency.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
41
The slide compares NWC to EBITDA to suggest liquidation value might exceed operational value.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
42
The chart uses a floating bar structure to represent valuation ranges for different scenarios (Operating Improvements, Strategic Buyer, LBO) relative to the current stock price.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
28
The slide uses a visual bridge to show EBITDA expansion from current levels to 3x current levels based on housing start volume.Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · Financials1 hit
64
The slide uses an aerial photograph as evidence of under-utilization or under-earning potential.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
32
The slide uses a simple arithmetic bridge (Value - Debt = Equity) to illustrate leverage.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
06
Includes a screenshot of a German Handelsbilanz (balance sheet) for DSR Ventures GmbH.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · Complication1 hit
52
The chart distinguishes between 'Based on Pershing Assumptions' (1990-1999) and 'Based on Reported Financials' (2000-2004).McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
20
The slide uses a before-and-after adjustment to reclassify EBITDA, highlighting the underlying value of the brand versus company-operated restaurants.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
44
The chart uses a bridge/waterfall structure to show the cumulative impact of different value-creation levers.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · So What Cascade1 hit
33
Includes a bear icon at the top, signaling a short-selling thesis.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Loop · Cost Of Inaction1 hit
12
Includes a calculation of implied cap rate based on estimated market rent.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
30
The slide uses a bridge-like comparison to show the accretion of Maintenance FCF/share.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
38
The slide uses a bridge-like logic to compare standalone vs combined FCF.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
55
Uses a waterfall-bridge style chart to illustrate value creation from $40 to $83.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
56
The slide uses a waterfall bridge to decompose value drivers.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
72
Uses a comparison framework to justify a sum-of-the-parts valuation approach.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
10
Uses a waterfall-style bridge to illustrate the value creation of a corporate spin-off.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Logic Chain1 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
60
This is a page from a technical guide, formatted as a series of numbered questions and answers.N/A · 10X EBITDA
Other Short seller 1 hit
04
Uses a before-after framing to challenge the conventional perception of McDonald's business model.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
27
Includes footnotes 1-4 detailing EBITDA adjustments and share calculations.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
05
The slide uses a bar chart to highlight a divergence between official SEC filings and local Chinese SAIC filings, suggesting financial manipulation post-acquisition.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
26
The chart shows a transition in reporting methodology starting in Q1 2019 (green bars).58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Loop · Mece Breakdown1 hit