"And what happened to the intended margin leverage?"
athenahealth · ATHN
Greenlight Capital · p. 11
Callouts & quotes from 306+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"Each half a turn of leverage adds 3%+ of accretion"
PepsiCo, Inc. · PEP
Trian Partners · p. 47
"Leverage is significantly higher than it appears"
Canadian Tire Corporation · CTC.A
Spruce Point Capital · p. 15
"Leverage is significantly higher than it appears"
Canadian Tire Corporation · CTC.A
Spruce Point Capital · p. 68
"PPG's two closest peers have leverage of ~4x"
PPG Industries, Inc. · PPG
Trian Partners · p. 22
"Where is the operating leverage?"
The Bank of New York Mellon · BK
Marcato · p. 63