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David Einhorn · conference-presentation

Core Laboratories (CLB)

63 pages · 4 arc beats · 0 loops

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Core Laboratories (CLB)

David Einhorn · 2017-05
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 63 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Call 5 slides 100% 5/5 slides 100% 5/5 slides · 24 hits
— 0/5 slides
20% 1/5 slides
— 0/5 slides
100% 5/5 slides
— 0/5 slides
The Monster 15 slides 100% 15/15 slides 100% 15/15 slides · 98 hits
— 0/15 slides
13.3% 2/15 slides · 3 hits 40% 6/15 slides 100% 15/15 slides
— 0/15 slides
The Struggle 20 slides 100% 20/20 slides 100% 20/20 slides · 112 hits
— 0/20 slides
15% 3/20 slides 35% 7/20 slides 100% 20/20 slides
— 0/20 slides
The Victory 23 slides 100% 23/23 slides 100% 23/23 slides · 151 hits
— 0/23 slides
13% 3/23 slides 43.5% 10/23 slides 100% 23/23 slides
— 0/23 slides

Slide inventory

63
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · The Call
02
Includes a specific verbal reminder about the presenter's current portfolio position.other
Open slide detailBeat · The Call
03
The slide provides a standard financial bridge from market capitalization to enterprise value.show_valuation_bridge
Open slide detailBeat · The Call
04
Includes a cartoon illustration used as a visual metaphor for 'lighter' vs 'heavier' fluids.establish_context
Open slide detailBeat · The Call
05
The cartoon serves as a humorous hook for the company's value proposition in reservoir analysis.filler
Open slide detailBeat · The Call
06
The chart displays a combination of bar (revenue) and line (operating margin) data.analyze_data
Open slide detailBeat · The Monster
07
Includes a New Yorker cartoon used as a visual metaphor for 'enhancement'.establish_context
Open slide detailBeat · The Monster
08
The chart shows a dual-axis combination of bar (revenue) and line (margin) charts.analyze_data
Open slide detailBeat · The Monster
09
The slide uses two pie charts to compare revenue and EBIT distribution between Reservoir Description and Production Enhancement.analyze_data
Open slide detailBeat · The Monster
10
The slide highlights that the stock is trading at high P/E multiples based on consensus estimates.analyze_data
Open slide detailBeat · The Monster
11
The table highlights that Core Lab's current multiples are significantly higher than the peer average and its own prior peak multiples.compare_peers
Open slide detailBeat · The Monster
12
The slide uses humor to critique the misuse of ROIC metrics in valuation.present_framework
Open slide detailBeat · The Monster
13
Uses a metaphor (Superman/Clark Kent) to suggest that the true nature of the company is hidden in plain sight.frame_situation
Open slide detailBeat · The Monster
14
The slide uses a dual-axis chart to illustrate the impact of oil price volatility on revenue, specifically pointing out a -11% drop in 2008.analyze_data
Open slide detailBeat · The Monster
15
The slide uses a Bizarro comic to metaphorically represent a false narrative.expose_contradiction
Open slide detailBeat · The Monster
16
The slide uses external analyst reports to establish a narrative of the company's market perception at the time.cite_precedent
Open slide detailBeat · The Monster
17
The slide highlights a valuation decoupling where UniCore-n (CLB) trades at a premium compared to peers (HAL, BHI, SLB).compare_peers
Open slide detailBeat · The Monster
18
The slide highlights the disconnect between market reality (oil price crash) and analyst optimism (earnings projections).expose_contradiction
Open slide detailBeat · The Monster
19
The slide uses a dual-axis chart to show the correlation between oil prices and company earnings, arguing that market expectations (consensus) are disconnected expose_contradiction
Open slide detailBeat · The Monster
20
Uses a 'Bible Tails' cartoon to metaphorically explain market cyclicality and luck.establish_context
Open slide detailBeat · The Monster
21
The slide uses a cartoon to introduce the topic of oil prices and end markets as revenue drivers for the business.filler
Open slide detailBeat · The Struggle
22
Uses a PSY Gangnam Style cartoon to illustrate the 'hot' theme.transition
Open slide detailBeat · The Struggle
23
The slide contains a primary quote from a 2007 report and a contextual summary below it.summarize
Open slide detailBeat · The Struggle
24
The slide uses a quote from a 2009 report to contrast with the author's analysis of the company's history.expose_contradiction
Open slide detailBeat · The Struggle
25
The slide includes a quote from an annual report and a commentary on the company's strategic shift toward shale.summarize
Open slide detailBeat · The Struggle
26
The slide uses a quote from an annual report to highlight a strategic pivot that contradicts previous long-term guidance.expose_contradiction
Open slide detailBeat · The Struggle
27
The slide includes a summary text block and a source citation.summarize
Open slide detailBeat · The Struggle
28
The slide includes a quote from an annual report and a commentary on the company's strategic intent regarding the LNG boom.summarize
Open slide detailBeat · The Struggle
29
The slide uses a metaphor of a chameleon to suggest the company opportunistically pivots its narrative to follow industry hype.illustrate_case
Open slide detailBeat · The Struggle
30
The slide uses a quote to establish industry trends and strategic focus.cite_precedent
Open slide detailBeat · The Struggle
31
The cartoon serves as a rhetorical device to question the company's focus.transition
Open slide detailBeat · The Struggle
32
The slide uses a red circle overlay on a bar chart to emphasize the divergence between the trend line and the actual data.expose_gap
Open slide detailBeat · The Struggle
33
The slide uses a treasure chest metaphor to illustrate the 'value' of deepwater drilling.cite_precedent
Open slide detailBeat · The Struggle
34
summarize
Open slide detailBeat · The Struggle
35
The cartoon serves as a visual break; the text below it provides a brief, somewhat disconnected business context.filler
Open slide detailBeat · The Struggle
36
The slide uses a dual-axis combo chart (bar for revenue, line for capex) to illustrate business stability.analyze_data
Open slide detailBeat · The Struggle
37
The chart uses a bar chart for revenue and a line chart for Capex to demonstrate a positive correlation over time.analyze_data
Open slide detailBeat · The Struggle
38
The slide uses humor to preemptively address a potential misconception about the company's growth profile.establish_context
Open slide detailBeat · The Struggle
39
The slide uses a line chart to contrast historical volatility with a stagnant future outlook.diagnose_problem
Open slide detailBeat · The Struggle
40
The chart illustrates a sustained negative trend for the sector, with companies trading at small multiples of prior peak earnings.analyze_data
Open slide detailBeat · The Struggle
41
The chart uses color coding (blue vs red) to distinguish historical data from projected decline.analyze_data
Open slide detailBeat · The Victory
42
The slide uses CEO quotes to validate the thesis of North American market growth.establish_context
Open slide detailBeat · The Victory
43
The slide uses a visual metaphor of a 'Deep Water' warning sign to contrast with the 'Shale' market.diagnose_problem
Open slide detailBeat · The Victory
44
The cartoon is a play on the 'Send more money' trope, modified to 'Send more rocks'.filler
Open slide detailBeat · The Victory
45
The slide uses a quote from an earnings release to frame a narrative that the author intends to challenge or contextualize.expose_contradiction
Open slide detailBeat · The Victory
46
The slide uses a sarcastic tone to diminish the significance of a competitor's reported growth.expose_contradiction
Open slide detailBeat · The Victory
47
The slide uses a screenshot of a UBS report to point out a specific factual error in their analysis.expose_contradiction
Open slide detailBeat · The Victory
48
The slide uses a cartoon as a metaphor for market cycles to frame the company's business model.frame_situation
Open slide detailBeat · The Victory
49
The slide uses a screenshot of a CNBC interview to establish authority.cite_precedent
Open slide detailBeat · The Victory
50
The slide uses a 'gotcha' style to highlight the inaccuracy of expert market predictions.expose_contradiction
Open slide detailBeat · The Victory
51
The title is a reference to the game show Wheel of Fortune.cite_precedent
Open slide detailBeat · The Victory
52
The slide uses a sarcastic tone to highlight a pattern of failed market predictions.expose_contradiction
Open slide detailBeat · The Victory
53
The slide uses a pun on 'Information' vs 'In Formation' to make a point about market recovery shapes.other
Open slide detailBeat · The Victory
54
The slide uses a dual-axis chart to create a visual 'V' shape that obscures the fact that the final price ($55.84) is lower than the starting price ($79.68).expose_contradiction
Open slide detailBeat · The Victory
55
The slide uses a visual contrast between blue (historical) and red (consensus) bars to challenge the 'V-shaped' narrative.expose_contradiction
Open slide detailBeat · The Victory
56
The slide argues that Core (CLB) is likely to miss consensus estimates due to international capex exposure.analyze_data
Open slide detailBeat · The Victory
57
The slide uses a comparison frame to argue that the stock is overvalued based on lower internal earnings projections.analyze_data
Open slide detailBeat · The Victory
58
The slide uses a 10-year trailing average EPS to justify a fair value estimate.show_valuation_bridge
Open slide detailBeat · The Victory
59
The cartoon serves as a metaphor for investors paying too much for earnings that may not meet expectations.establish_context
Open slide detailBeat · The Victory
60
Uses a meme-style image to make a critical point about stock valuation or management behavior.other
Open slide detailBeat · The Victory
61
The slide highlights aggressive capital allocation (buybacks) despite stock price trends and debt issuance.analyze_data
Open slide detailBeat · The Victory
62
The slide uses a news clipping and a company logo to frame a critique of capital allocation strategy.expose_contradiction
Open slide detailBeat · The Victory
63
The slide uses a red oval annotation to highlight the specific quarters where the dividend exceeds the adjusted EPS.expose_contradiction
Open slide detailBeat · The Victory