364 documents showing 361–364
McDonald's Corporation MCD
McDonald's real estate is worth ~$46bn, ~94% of enterprise value, but trades like a restaurant stock
N5
V4
C3
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Kao Corporation 4452.JP
Kao, a 'sleeping giant' of premium FMCG brands hamstrung by a management allergic to growth, should refocus globally and rebuild the board, unlocking 76-97% upside.
N5
V4
C4
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”
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Fluor Corporation FLR
Fluor's $4bn NuScale stake masks a transformed EPCM core trading at just 2.8x EBITDA; separating NuScale unlocks a re-rating to peer 6-13x multiples.
N4
V4
C4
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”
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Hess Corporation HES
Hess has underperformed every relevant peer over every time frame of John Hess's 17-year CEO tenure
N5
V4
C4
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Date
Fund
Target
Thesis
Scores
2005-11-15
Pershing Square
McDonald's Corporation
MCD
McDonald's real estate is worth ~$46bn, ~94% of enterprise value, but trades like a restaurant stock
N5
V4
—
Oasis Management
Kao Corporation
4452.JP
Kao, a 'sleeping giant' of premium FMCG brands hamstrung by a management allergic to growth, should refocus globally and rebuild the board, unlocking 76-97% upside.
N5
V4
—
Starboard Value
Fluor Corporation
FLR
Fluor's $4bn NuScale stake masks a transformed EPCM core trading at just 2.8x EBITDA; separating NuScale unlocks a re-rating to peer 6-13x multiples.
N4
V4
—
Elliott Management
Hess Corporation
HES
Hess has underperformed every relevant peer over every time frame of John Hess's 17-year CEO tenure
N5
V4