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slides · global inventory

Problem Agitate Solution

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 26,550
Current window 12,931-12,960
Pages 885
Rows per page 30
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12,931-12,960 of 26,550

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Slide 1
AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Setup1 hit
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AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Setup1 hit
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AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Setup1 hit
04
The slide features a screenshot of a Grant's Interest Rate Observer newsletter cover, used to frame a critique of the publication's brand name in the context of modern monetary policy.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Setup1 hit
05
The slide uses a humorous metaphor to critique economic policy, specifically referencing the 'Fed's Jelly Donut monetary policy'.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Setup1 hit
06
The slide uses a satirical cartoon to highlight a cognitive bias in economic policy-making.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
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The slide uses a quote to set up a critique of circular reasoning.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
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The slide uses a table to illustrate household assets and liabilities, followed by a narrative analysis of interest rate exposure.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
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The slide uses a quote to establish the economic context of reduced consumer spending power.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
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The slide uses a line chart to show stock market performance from 2007-2015 to argue against the efficacy of the wealth effect on GDP.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
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The slide uses a dual-axis line chart to illustrate the decoupling of asset wealth and savings behavior.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
12
The slide uses a quote to support an economic argument about the contractionary effects of low interest rates.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
13
The slide uses a visual metaphor to contrast economic realities.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
14
The slide uses a political cartoon to frame a discussion on commodity market dynamics and central bank policy.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
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The slide uses a political cartoon of Uncle Sam to illustrate the concept of government borrowing.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
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The slide uses a dark background with high-contrast colored lines for each country.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
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The slide highlights the disconnect between monetary policy (QE), currency devaluation, stock market performance, and real GDP growth.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
55
Apple Inc. (AAPL)Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a satellite map to visually demonstrate the 'inside' vs 'outside' the fence distinction.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Problem Statement1 hit
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The slide uses a callout box to point to a specific clause in a legal document excerpt.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Expose Contradiction1 hit
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Uses photographic evidence to undermine corporate claims.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Expose Contradiction1 hit
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The slide uses a dark background with high-contrast colored lines to emphasize the downward trend.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Complication1 hit
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Source: 2Q 2010 10-Q (note: totals may not tie due to rounding)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Complication1 hit
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The slide uses a dramatic headline to frame the data as a business failure.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Complication1 hit
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The slide highlights a potential discrepancy between the scale of investment and the reported impairments.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
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The map shows specific project locations relative to major cities and the airport in the Florida Panhandle and North Florida region.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
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Source: JOE 2009 10-K. Note (1) combines multiple WaterSound locations.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
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The table includes a subtotal and adjustments for accumulated depreciation to arrive at the total investment.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
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The slide uses a dark background with high-contrast text, typical of a forensic or activist investor presentation.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Key Takeaways1 hit
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The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Key Takeaways1 hit