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Sum Of Parts
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13
Includes a callout box explaining that the top table excludes the Olive Garden turnaround, while the bottom table quantifies it.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
20
Uses a sum-of-the-parts (SOTP) valuation framework to highlight undervaluation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
22
The chart uses a waterfall bridge to reconcile current market price with estimated SOTP value.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
131
The table uses a 6.1x EBITDA multiple as a baseline for valuation across different business segments and scenarios.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
134
Includes multiple tables detailing segment-level EBITDA, multiples, and reconciliation to equity value and share price upside.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
135
The table provides the specific weightings used for TSR calculations across different historical valuation dates.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
49
The slide uses a summation visual to imply the total value of the listed segments.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
50
The slide uses a simple bridge diagram to highlight the gap between current market valuation and estimated asset value.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
51
The slide uses a waterfall-style bridge to show how the sum of parts (REA Group stake, RemainCo, Dow Jones, and other assets) exceeds the current enterprise value.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
52
The chart uses a waterfall-bridge format to illustrate the valuation gap.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
46
The slide uses a literal cake to represent business segments, a creative visual choice noted in the text.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
50
Uses a sum-of-the-parts valuation logic to argue for undervaluation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
28
The slide uses a sum-of-the-parts approach to value different land categories and agribusiness EBITDA.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
87
Includes a table of analyst sum-of-the-parts valuations and a bar chart comparing EV/EBIT multiples of peers.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
06
Uses a waterfall-style build for EBITDA and a bridge-style calculation for enterprise value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
03
Includes footnotes detailing assumptions for capacity, revenue, and valuation multiples.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Waterfall Value1 hit
04
Includes footnotes 10, 11, and 12.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Waterfall Value1 hit
04
Uses a pie chart to illustrate the sum-of-the-parts valuation breakdown.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Problem (Identify pain)1 hit