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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

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319,975
Described
319,974
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Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

319,381-319,440 of 319,975

filter-aware
08
The slide discusses the limitations of accounting-based metrics and advocates for cash-flow based adjustments.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · SolutionLoop · Golden Circle1 hit
09
The slide uses a table to demonstrate earnings volatility and a line chart to show the inverse relationship between PE ratios and EPS during recessions.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
10
The slide contains a dual-axis line chart showing General Motors share price and 5-year moving average EPS from 1973 to 2001.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
11
Includes a formula for forward price and a conceptual note on maturity.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
12
The chart illustrates how growth rates fluctuate over time, suggesting that valuation multiples are most comparable when companies are at similar lifecycle stages.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
13
The slide uses a DCF-based logic to derive a 'fair' multiple retrospectively.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
14
The slide discusses the relationship between value drivers (return on capital, growth) and valuation multiples, referencing a specific UBS Warburg calculator.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
15
The slide outlines the mathematical derivation of target multiples based on ROIC, WACC, and growth rates, extending into a two-stage DCF-style formula.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
16
The slide uses mathematical formulas to demonstrate how ROE, cost of equity, and growth rates impact P/E multiples.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
17
Includes a specific mathematical example of a PE ratio calculation.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
18
Technical primer on valuation theory from UBS Warburg.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Loop · Hypothesis Test1 hit
19
The chart illustrates how different growth drivers (ROE vs COE) impact valuation multiples over time.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Loop · Hypothesis Test1 hit
20
This is a page from a UBS Warburg primer on valuation multiples.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Loop · Hypothesis Test1 hit
21
The slide highlights the limitations of simple linear regression in valuation and emphasizes the importance of return on capital.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
22
The slide includes a scatter plot showing the relationship between Price/book value and (ROE-g)/(COE-g).valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
23
The charts demonstrate that OpFCF CAGR has a much stronger correlation (R²=0.7235) with valuation multiples than EBITDA CAGR (R²=0.069).valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
24
Includes a conceptual diagram of EV components and a table defining Total, Operating, and Core EV.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Market Size1 hit
25
Includes a conceptual diagram of Enterprise Value components and a comparative table illustrating the impact of cash/debt on valuation multiples.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Market Size1 hit
26
The slide acts as a technical primer on valuation methodology, specifically focusing on the nuances of EV calculation.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Market Size1 hit
27
Includes a detailed Profit & Loss extract table for Nestlé to illustrate the adjustments required for associate income.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Market Size1 hit
28
This is a page from a valuation primer document.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Market Size1 hit
29
Includes a specific formula for adjusting sales multiples based on operating margins and a theoretical formula for EV/EBITDA.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Market Size1 hit
30
The slide uses three charts to demonstrate how capital intensity impacts valuation multiples, emphasizing the need for peer group homogeneity.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Market Size1 hit
31
Includes a specific table demonstrating how to normalize depreciation for comparability.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
32
Includes a table detailing the components of Operating Free Cash Flow.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
33
Page 33 from a UBS Warburg primer on valuation multiples.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
34
Includes a table for FCF calculation and qualitative guidance on non-cash transactions and historical FCF usage.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
35
Discusses consistency between EV and invested capital, alternative capital definitions, and the relationship to ROIC.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
36
This slide explains the theoretical basis for using capacity-based valuation multiples in finance.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
37
This slide acts as a primer on P/E ratios, discussing accounting adjustments and the impact of capital structure.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Product1 hit
38
Includes a footnote formula for cost of equity related to financial leverage.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Product1 hit
39
Page 39 of a UBS Warburg report from November 2001.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Product1 hit
40
Includes a dual-axis chart comparing PEG and PE ratios against earnings growth.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Product1 hit
41
Part of a series on valuation multiples; focuses on dividend yield methodology.valuation multiples primer · valuation-multiples-primer
Deck Investor relations Beat · Product1 hit
42
Contains mathematical formulas for EV/Sales, EV/EBITDA, EV/EBIT, and EV/NOPLAT multiples.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
43
This slide presents a series of algebraic derivations for corporate valuation formulas, specifically focusing on the relationship between ROIC, WACC, and growth.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
44
Includes a technical note on handling the 'divide by zero' error when WACC equals growth rate (g) in the GVG target multiple model.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
45
The slide contains only the document header and footer.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
46
The slide contains only the document header and footer.valuation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
47
valuation multiples primervaluation multiples primer · valuation-multiples-primer
Deck Investor relations 1 hit
01
Slide 1
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
02
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
03
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
04
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
05
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
06
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
07
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
08
The slide uses a contrast between active board participation (solid circles) and adversarial actions (dashed circles) to frame their stewardship style.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
09
The slide uses a timeline framework to establish a history of failed engagement between the company and its investors.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
10
This slide serves as a narrative bridge between private engagement and public activism.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
11
The slide uses a callout box to pivot from the board's refusal to a direct question about shareholder intervention.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
12
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit
13
The slide uses a logo-grid to visually demonstrate the 'unfocused' nature of the conglomerate.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
14
The chart highlights Seven & i Holdings' underperformance relative to peers, with a significantly lower annualized TSR.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
15
Uses a before-after framing to highlight management failure.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
16
The table highlights the concentration of profit in the 7-Eleven convenience store business.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
17
Uses a bar chart to contrast high-performing 7-Eleven segments against underperforming department/specialty stores.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
18
Uses checkmarks and X marks to highlight strategic omissions in the management plan.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
19
The slide highlights a capital allocation inefficiency by contrasting spending with expected returns.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
20
Uses a screenshot of a Business Insider article as evidence of competitive pressure.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit