{
  "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": 85,
  "pageCount": 89,
  "prevPage": 84,
  "nextPage": 86,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "dense",
  "nDataPoints": 0,
  "notes": "The slide uses a video link as evidence to support a critical thesis about corporate financial reporting.",
  "elementsJson": [
    "headline_text",
    "screenshot",
    "paragraph"
  ],
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6da-ec9fdcc5ff89/85",
  "deckHref": "/decks/019dd923-622b-71dc-a6da-ec9fdcc5ff89",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6da-ec9fdcc5ff89.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6da-ec9fdcc5ff89#slide-85",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "We suspect that athena is doing just that – using these acquisitions to implicitly lower guidance without actually lowering guidance.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-2b66-7100-8965-db9e96497bbf",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.6,
        "x": 0.2,
        "y": 0.16
      },
      "kind": "image",
      "text": "Video still of Jonathan Bush on a panel",
      "attrs": null,
      "subkind": "photo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4a1c9757-cf94-43de-87dd-088cf37299a7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.75,
        "x": 0.13,
        "y": 0.48
      },
      "kind": "paragraph",
      "text": "Here’s Jonathan Bush describing the value of acquisitions. We suspect that athena is doing just that – using these acquisitions to implicitly lower guidance without actually lowering guidance.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "568424e6-625f-42a4-a904-8206f653947a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.75,
        "x": 0.13,
        "y": 0.59
      },
      "kind": "source-note",
      "text": "Source: http://video.mit.edu/watch/are-you-ready-for-ipo-strategies-and-steps-for-how-and-when-to-take-your-company-public-9327/",
      "attrs": {
        "numbered": true
      },
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "348fe51d-d321-48c3-a578-1248681b7392",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.3,
        "x": 0.35,
        "y": 0.1
      },
      "kind": "title",
      "text": "Very forgiving",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "37b8d38e-0261-4d70-a398-6da432fe3039",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "fraud-exposure",
      "slug": null,
      "matchId": "0b0a7675-b16b-4c9d-8b21-7dfa72279da3",
      "evidence": "The slide attempts to expose a discrepancy between stated guidance and actual operational performance via acquisitions.",
      "confidence": 0.8
    }
  ],
  "arcBeats": [
    {
      "to": 89,
      "from": 61,
      "beatId": "c821301c-db16-417e-b1fe-c78938326689",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Resolution",
      "beatSlug": "resolution",
      "evidence": "Conclusion and final thoughts on navigating the challenges.",
      "position": 4,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}