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  "documentTitle": "AerCap Holdings (AER)",
  "authorId": "04_Greenlight_Capital",
  "authorName": "David Einhorn",
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  "presentationDate": "2015-04-07 00:00:00",
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  "notes": "The slide uses a pun on the company name 'Epic' to frame them as the 'villain' or obstacle in the investment thesis.",
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      "text": "We observed that Epic Systems would be a big obstacle to athena’s success there, as it would be difficult for athena to develop a product that would displace Epic’s dominant software solution for hospitals.",
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      "text": "Doctors using Epic: ~275,000\nU.S. population with Epic-based electronic health records: ~50%\nAttrition rate of hospital clients: ~0%",
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      "text": "The bull case assumed that athena would successfully expand to be a leading player in the inpatient market. We observed that Epic Systems would be a big obstacle to athena's success there, as it would be difficult for athena to develop a product that would displace Epic's dominant software solution for hospitals.",
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      "text": "Source: The Verona Press, August 9, 2013, http://www.connectverona.com/articles/2013/08/09/epic-wows-chamber-group.",
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