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David Einhorn · conference-presentation

Lehman Brothers (LEH)

9 pages · 3 arc beats · 1 loops

Conference-Presentation Download JSON
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Lehman Brothers (LEH)

David Einhorn · 2008-05
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 8 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 3 slides 100% 3/3 slides 100% 3/3 slides · 16 hits
— 0/3 slides
— 0/3 slides
100% 3/3 slides 100% 3/3 slides 100% 3/3 slides Agitate 3 slides 100% 3/3 slides 100% 3/3 slides · 18 hits
— 0/3 slides
— 0/3 slides
100% 3/3 slides 100% 3/3 slides 100% 3/3 slides Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits
— 0/2 slides
— 0/2 slides
50% 1/2 slides 100% 2/2 slides 100% 2/2 slides

Slide inventory

9
every slide · same image gating as the playbook
01
Slide 1
This is the first page of a speech transcript/presentation deck.front_matter
Open slide detail
02
This slide uses rhetorical questions and hypothetical scenarios to highlight perceived double standards in SEC enforcement.expose_contradiction
Open slide detailBeat · ProblemLoop · Cost Of Inaction
03
This is a text-heavy slide from a presentation by David Einhorn (Greenlight Capital) regarding Allied Capital.expose_contradiction
Open slide detailBeat · ProblemLoop · Cost Of Inaction
04
This slide is a text-heavy narrative page from a presentation, likely by David Einhorn (Greenlight Capital), discussing the short position on Lehman Brothers.expose_contradiction
Open slide detailBeat · ProblemLoop · Cost Of Inaction
05
The slide uses a direct comparison of two official documents to point out a reporting discrepancy.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
06
This is a text-heavy slide presenting a forensic accounting critique of Lehman Brothers' financial reporting.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
07
The slide uses a table to expose a contradiction in financial reporting, specifically questioning the valuation of Level 3 assets.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
08
This slide is a text-heavy narrative page from a report or presentation, likely detailing investigative findings regarding financial reporting discrepancies.expose_contradiction
Open slide detailBeat · SolutionLoop · Cost Of Inaction
09
This slide appears to be part of a larger investigative presentation or report regarding Lehman Brothers' financial health prior to its collapse.expose_contradiction
Open slide detailBeat · SolutionLoop · Cost Of Inaction