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The slide uses a valuation bridge structure to arrive at total real estate value by adding ground lease value to the rent-based valuation.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
16
The chart compares historical transaction multiples to argue for a higher valuation for Fortrea.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
145
The slide highlights a decline in the revenue generation of new magazine launches over time.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
265
The slide uses analyst quotes to justify the thesis that the conglomerate structure destroys value.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
301
The slide explicitly dismisses precedent transactions due to lack of comparability.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
312
Includes mean and median calculations for transaction multiples.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
321
Includes footnotes (a), (b), (c) and source attribution.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
322
Page 297 from a Lazard presentation deck.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
338
Includes two distinct tables: Exhibit 4.84 (Transaction list) and Exhibit 4.85 (Valuation summary).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
21
Uses a quote from Tom Pirko to frame the industry M&A landscape.Beyoncé named as investor in Lemon Perfect's $31 million Series A · Lemon Perfect
Pitch deck Strategy consulting Beat · Ultimate Achievement1 hit
61
The slide uses a numbered list to rank performance days and contrasts Trian-driven events with macro-driven events.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
03
Includes a bridge from 4-Wall EBITDAR to EBITDA and standard valuation multiples.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
93
The slide uses a table to establish credibility through past performance (authority bias).The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
14
The slide lists 14 transactions total, with target/acquiror logos, descriptions, and dates.Environmental Services Outlook · Houlihan Lokey
Consulting deck Strategy consulting 1 hit
15
The slide is part of a series of precedent transaction slides.Environmental Services Outlook · Houlihan Lokey
Consulting deck Strategy consulting 1 hit
04
This is a screenshot of a social media post (Twitter/X) used as a regulatory-style communication.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Precedent1 hit
68
The chart includes a median line at 14x. The data includes transaction year and total enterprise value (TEV).Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
68
The chart includes a horizontal dashed line representing the median multiple of 14x.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
111
The slide uses a screenshot of a legal document to establish a comparable sale price.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
36
The chart uses color coding to distinguish between the sector group median, the cable/satellite/telecom group, ADT, and Monitronics.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
35
The slide uses IHS as a precedent to argue that the I&M segment, if spun off or focused, would achieve similar valuation multiples.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
06
Uses two case studies (CP and CSX) to demonstrate the efficacy of PSR implementation and board reconstitution.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Problem1 hit
68
The chart compares historical transaction multiples to argue that Fortrea is undervalued.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
25
The slide presents two distinct tables for Maui and Kauai land sales over the last 5 years.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
26
The table includes footnotes explaining specific transaction contexts (forced sales, specific valuation inclusions).Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
12
The slide uses OLO as a comparable company to illustrate potential valuation growth.This under-the-radar startup wants to help restaurants take on Uber Eats and Grubhub. Here's a look at its vision to become the Shopify of restaurants. · Lunchbox
Pitch deck Strategy consulting Loop · Why Now1 hit
19
The slide uses a table to contrast acquisition metrics with activist investor Trian's negative assessment of the deals.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
32
Uses a comparative table to illustrate the success of a past corporate spin-off as a precedent for the current activist proposal.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
05
The chart highlights a specific recent trend with a red dashed circle.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
14
Uses a comparison frame to validate the company's valuation potential by benchmarking against a successful exit in a similar sector.We got an exclusive look at the presentation a cannabis-tech startup used to raise $3.1 million by convincing investors its software can help farmers grow better pot · Trym
Pitch deck Strategy consulting Beat · Impact & Next Steps1 hit