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Dcf
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76
The chart uses a waterfall-style logic to show the impact of specific strategic actions on the valuation multiple.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
19
The slide highlights the company's investment-grade status and debt maturity schedule.2025 Q3 Investor Presentation · Hyatt
Consulting deck Strategy consulting Loop · Cost Of Inaction1 hit
14
Includes footnotes detailing methodology for FCF calculations and peer group composition.2025 Q4 Slides · United Parks & Resorts
Consulting deck Strategy consulting Beat · Evidence & ProofLoop · Pattern Hunter1 hit
24
Includes Z-score analysis for relative valuation against 10-year and 30-year historical averages.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Development1 hit
300
Includes a memo section on implied forward PF OIBDA multiples and a text summary regarding the impact of NOLs on enterprise value.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
305
Includes footnotes (a), (b), and (c) detailing adjustments and asset valuations.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
310
Page 285 from a Lazard valuation report; contains detailed financial assumptions and sensitivity matrices.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
311
Includes detailed financial projections from 2005PF to 2010PF and sensitivity tables for Enterprise Value.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
316
Includes a box-and-whisker style chart for valuation ranges.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
320
Includes chapter header 'CHAPTER 4: VALUATION' and page number '295'.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
336
Includes detailed footnotes defining financial metrics used in the calculation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 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
61
The slide uses arrows to visually connect the three trend charts to the final DCF value.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
26
The slide provides a high-level summary of a DCF model, including reserve volume, pricing, costs, capex, and WACC, resulting in a $3 billion valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
37
The slide uses a negative value to highlight 'Value destruction' of $3.37 per BOE.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
38
The table uses color coding to distinguish between May 2015 (yellow) and November 2015 (orange) DCF valuations.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
47
The cartoon depicts a classroom scene with a teacher writing simple math on the board, captioned 'When people say 'Do the math,' is this the kind of thing they're referring to?'.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
48
The title is a play on the film 'Last Tango in Paris', referencing Paris, Pennsylvania.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
49
The slide includes a narrative note about the drilling restart timing and a source citation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
50
The slide acts as a summary conclusion for the preceding valuation analysis.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
75
The table highlights the sensitivity of the valuation to market variables, with a specific focus on the 8.4% WACC and 0% premium scenario.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
83
The table includes operational metrics like production and reserves alongside financial metrics like EBITDA, Capex, and After-tax cash flow.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
96
Base Case scenario, figures in $M unless otherwise noted.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
97
Page number B-5 indicates this is an appendix slide.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
98
Base Case scenario, values in $M unless otherwise noted.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
99
Page number B-7 indicates this is an appendix slide.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
100
Includes CONSOL's Pennsylvania Operations segment (Bailey, Enlow Fork, and Harvey Mines).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
101
C-2CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
102
Base Case scenario, figures in $M unless otherwise noted.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
103
Base case scenario in $M.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
104
Includes details on commodity pricing, production volumes, operating costs, and WACC calculation references.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
105
D-2 footer indicates this is an appendix page.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
106
Base Case scenario; values in $M unless otherwise noted.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
107
Page D-4CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
80
The years listed (2085-2094) appear to be placeholders or specific long-term projection periods.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
81
A-10Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
82
B-1Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
83
Includes operational metrics like Capex, Reserves, and Production alongside financial metrics like Revenues, Opex, EBITDA, and After-tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
84
The table includes key metrics such as Capex, Reserves, Production, Revenues, Opex, EBITDA, and After-tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
85
The table includes operational metrics like Capex, Reserves, and Production alongside financial metrics like Revenues, Opex, EBITDA, and After-tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
86
The table displays annual financial data including Capex, Reserves, Production, Revenues, Opex, EBITDA, and After-tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
87
The table displays annual financial metrics including Capex, Reserves, Production, Revenues, Opex, EBITDA, Cash flow, and After tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
88
The table displays annual financial metrics including Capex, Reserves, Production, Revenues, Opex, EBITDA, Cash flow, and Cash tax.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
89
The table displays annual financial metrics including Capex, Reserves, Production, Revenues, Opex, EBITDA, Cash flow, and Cash tax.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
90
The table displays annual financial metrics including Capex, Reserves, Production, Revenues, Opex, EBITDA, Cash flow, Cash tax, and After tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
91
The slide is labeled B-10, indicating it is an appendix page.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
63
The slide highlights a specific row in a financial schedule to derive a valuation figure.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
54
The slide uses a skeptical tone to contrast market expectations with technical realities.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
84
Detailed financial model with footnotes explaining adjustments for currency, tax, and specific asset acquisitions.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
108
Includes a specific formula for Country Total Equity Risk Premium and a table of WACC inputs for 10 countries.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
17
The slide critiques S&P's lease accounting methodology and details the sum-of-the-parts valuation approach for Casino's assets.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
121
The slide presents a waterfall-style recovery analysis for unsecured creditors based on varying discount rates and time horizons.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
28
Includes a line chart for revenue segments, a list of DCF assumptions, a data table for EPS/Revenue metrics, and a bar chart for Adj. EPS change.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
20
Includes a specific callout regarding a 2006 Goldman Sachs valuation of the Kukui'ula project.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
10
Includes a valuation bridge for SE's 50% stake and a peer comparison table for NGL Midstream companies.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution1 hit
09
The slide includes a bottom callout emphasizing that value creation is concentrated in B or better mall stores.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
35
Includes valuation metrics and historical/forecasted production data.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Hypothesis Test1 hit
58
The table highlights the $4.50/lb copper price point, which corresponds to the current forward curve.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
61
The slide provides a transparent view of the inputs for a DCF model, including commodity price assumptions and cost of capital parameters.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
48
Uses a two-part table structure to show valuation of credits and the subsequent impact on balance sheet leverage.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit