{
  "docId": "019dd923-622b-71dc-a6da-ec9fdcc5ff89",
  "docSlug": "c9a111b83a1b",
  "documentTitle": "AerCap Holdings (AER)",
  "authorId": "04_Greenlight_Capital",
  "authorName": "David Einhorn",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2015-04-07 00:00:00",
  "orientation": "portrait",
  "aspectRatio": 0.77272725,
  "pageNumber": 48,
  "pageCount": 89,
  "prevPage": 47,
  "nextPage": 49,
  "slideType": "competitive_analysis",
  "function": "analyze_data",
  "density": "overcrowded",
  "nDataPoints": 10,
  "notes": "The slide uses a bar chart to illustrate the market position of ILFC relative to competitors, with text explaining the context of its acquisition and sale.",
  "elementsJson": [
    "headline_text",
    "bar_chart_vertical",
    "paragraph",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6da-ec9fdcc5ff89/48",
  "deckHref": "/decks/019dd923-622b-71dc-a6da-ec9fdcc5ff89",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6da-ec9fdcc5ff89.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6da-ec9fdcc5ff89#slide-48",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Not surprisingly, AIG concluded that ILFC was a non-core asset and last year sold it to AerCap.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-2b66-7100-8962-099c5ca560be",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.8,
        "x": 0.1,
        "y": 0.15
      },
      "kind": "chart",
      "text": "Aircraft Lessors by Fleet Size, 2013",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0ad10953-7754-46bf-b425-a0983fe39b85",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "fleet size: 1,692",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-2b66-7100-8962-0d61ec2ac4c5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.8,
        "x": 0.1,
        "y": 0.55
      },
      "kind": "paragraph",
      "text": "One of the first aircraft lessors, ILFC was acquired by AIG in 1990 and was the second largest lessor in the industry behind GE. It ran into trouble during the recession. AIG was forced to take $5 billion of asset impairments between 2010 and 2013 due to its aging fleet with too many wide-bodies. Not surprisingly, AIG concluded that ILFC was a non-core asset and last year sold it to AerCap.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "628792b4-ebbf-4c29-b153-16115ef00531",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.7,
        "x": 0.1,
        "y": 0.85
      },
      "kind": "source-note",
      "text": "Source: Represents owned & managed fleet, Flightglobal Insight, and Greenlight calculations.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "292fb17e-08ed-471a-95e2-eff133ded516",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.25,
        "y": 0.1
      },
      "kind": "title",
      "text": "ILFC : One man's loss...",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fda7ec50-5962-4092-8a0a-842b2eb706d6",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Before-After-Bridge",
      "slug": "before-after-bridge",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "0ee9f956-458f-48dd-9a3a-f8c48bb0b897",
      "evidence": "One of the first aircraft lessors, ILFC was acquired by AIG in 1990 and was the second largest lessor in the industry behind GE. It ran into trouble during the recession. AIG was forced to take $5 bi",
      "confidence": 0.7
    },
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "1cdeb97d-6ab8-4fe2-8173-a2e5b9bea9f7",
      "evidence": "chart/bar-vertical: Aircraft Lessors by Fleet Size, 2013",
      "confidence": 0.5
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 60,
      "from": 41,
      "beatId": "c33874b5-0fff-4869-accc-ad9d4d881cff",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Solution",
      "beatSlug": null,
      "evidence": "Evaluation of specific companies like AerCap and athenahealth.",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 60,
      "from": 41,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "dc577220-bfe6-4a21-b491-0cb2f28fd49e",
      "evidence": "The presentation evaluates specific companies.",
      "position": 2,
      "objective": "Highlight the cost of inaction in the face of these challenges.",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}