competitive_analysis
at position 35–40%
19 slides where a page of type competitive analysis falls in the 35–40% range of its deck.
Lebanon Economic Vision
“In 2015, Lebanon attracted ~14,000 medical tourists less than 6% Jordan’s medical tourism market”
Lebanon captured 0.1% of total medical tourists that came to the region in 2015
14,000 · Number of medical tourists
International Comparison of Australia’s Freight and Supply C
“Transport costs for recyclables and organics are more comparable due to shorter distances”
In general, the transport related costs are similar, whereas other costs varied.
2025 Benedict Evans 2025 Autum AI eats the world
“Models converge and leaders change weekly”
Dozens of (saturated) benchmarks to choose from, but on the most general, the leaders are very close
100% · Relative performance score
2013 Benedict Evans 2013 Mobile is Eating the World
“Tablet dynamic quite different to smartphones”
MorganStanley
“China Positioning: So Much Difference”
Indonesia case study
“Significant difference in 4G download speeds observed across operators despite similar 4G availability”
Smaller players continue increasing their network quality to compete with the market leader ... While increasing the availability of 4G over time
12.7 · 4G Download speed
Indonesia case study
“Telkom leads in terms of size and as a result of its scale advantage manages to have higher profitability levels”
Telkom leads by controlling the largest market share both in MBB and FBB, followed by Indosat and XL whose revenues are mainly driven by mobile broadband services; Telkom managed the scale, yielding h
66 · EBITDA margin
Indonesia case study
“Telkom capex has remained constant, with smaller players investing slightly more to expand their 4G network”
Telco players aggressively increased their capex in 2019 to expand 4G base stations nationwide; Capex/revenue intensity higher in the smaller players as they are trying to increase network coverage &
41% · Capex/Revenue (%)
2025 Accel Race for compute
“LLM performance is converging, but performance gap is still wide in video & computer-use models”
LLM performance is converging, but performance gap is still wide in video & computer-use models
70% · Performance Score
International Comparison of Australia’s Freight and Supply C
“The grain industry is represented by three major bulk handlers covering the major grain growing areas of WA, SA and the East coast”
23rd Global CEO Survey
“Due to ongoing trade conflicts, China CEOs are continuing their efforts to shift production to alternative territories”
China CEOs, on the other hand, continue to vigorously shift their growth strategy (58%) and, increasingly, their production (63%) to alternative territories.
63% · Percentage of CEOs
2020 cib investor day
“We maintained #1 rank in Global Investment Banking fees and achieved 9.0% market share in 2019 - the highest share in a decade”
We maintained #1 rank in Global Investment Banking fees and achieved 9.0% market share in 2019 - the highest share in a decade
9.0% · Market share
Overview of the ASEAN-6 Automotive Market
“Japanese OEMs maintain lead (c.88% market share) amidst Chinese OEMs rise, capturing c. 4.3% leveraging competitive price”
Wuling and BYD captured c.4% market share by leveraging competitive pricing strategies (cheaper pricing c.10-20%), offering a diverse range of vehicles with feature-rich automobiles, and free trade ag
88% · Market share
tifs investor presentation deutsche bank 17 june 21
“TI Fluid Systems #2 global market position in HEV plastic tank systems”
TI Fluid Systems #2 global market position in HEV plastic tank systems
18% · Market Share
TSN Barclays Consumer Staples FINAL
“Tyson Core 9 volume growth considerably stronger than total food and beverage over time”
Tyson Core 9 % Chg vs. Total F&B
+690bps · Volume % Change Year Over Year
2020 am investor day
Asset Management: Complete cross-asset class income franchise
$116B · Fund AUM
3Q23 Investor Presentation GS
FinTech vs Financial Services
67% · Pre-Tax Margin
Barclays Q1 2025 Review of Shareholder Activism 15 04 2025
“The most active activist of Q1 was APAC-focused as activity in the region continues to increase”
Top 10 Total 28 40% of all Q1 2025 campaigns
28 · Q1 2025 Campaigns Launched
A&M Valuation Insights March 2024
“Prices paid in European M&A transactions imply premia to trading prices in the healthcare and technology industry”
The highest prices were paid in Healthcare and Information Technology, with transaction multiples above the range of trading multiples.
23,7x · EV/EBITDA