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  "documentTitle": "AerCap Holdings (AER)",
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  "authorName": "David Einhorn",
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  "presentationDate": "2015-04-07 00:00:00",
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      "text": "So, we can tabulate the press releases to estimate enterprise bookings. You might not think this qualifies as deep research but none of the sell side analysts have written about this and the results are revealing.",
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      "text": "Here you see athena announced 2,000 new provider wins in 2011. In 2012 it announced 2,950 new providers. In 2013, you can see it had two enormous wins, which drove the increase to 7,350.",
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      "text": "So, we can tabulate the press releases to estimate enterprise bookings. You might not think this qualifies as deep research but none of the sell side analysts have written about this and the results are revealing.",
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      "text": "In general, athena is fairly transparent with its disclosure, but it doesn't disclose its bookings, presumably for competitive reasons. However, the company issues press releases for new clients with over 150 physicians, known as the enterprise group.",
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      "text": "Source: Greenlight calculations for new athena collector enterprise customers based on athenahealth press releases at http://newsroom.athenahealth.com/phoenix.zhtml?c=253091&p=irol-overview.",
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