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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 12,991-13,020
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
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12,991-13,020 of 26,550

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48
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.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
49
The slide uses a 'gain' framing to argue that the buyer (AerCap) secured a bargain relative to the seller's (AIG/ILFC) assets.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
50
The chart highlights the GECAS and AerCap Pro Forma entities as the market leaders.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
51
The cartoon is used as a metaphor for tax planning/deductions.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
52
AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
53
The slide contains a visual box with bullet points and supporting text below it.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
54
The slide uses a contrast between credit and equity market sentiment to suggest a future re-rating of the stock.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
55
AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
56
AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
57
The slide uses a simple icon-based illustration to represent the physician-patient-technology interaction.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
58
The slide uses a pop-culture reference (Stewie Griffin from Family Guy) to pun on the names of the two hospital clients.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
59
The slide uses a visual metaphor of bubbles to represent a stock price bubble.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
60
The slide uses a quote to establish a premise and then immediately refutes it in the body text below.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
61
The slide serves as a critique of the CEO's promotional style, framing him as a 'villain' or subject of scrutiny in the context of the presentation.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
62
The slide uses a waterfall bridge to demonstrate how specific adjustments (Revs/Doc, margins, WACC) reduce the valuation.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
63
The slide uses a simple list of factors leading to a valuation outcome.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
64
The slide uses a pun on the company name 'Epic' to frame them as the 'villain' or obstacle in the investment thesis.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
65
The slide highlights a stagnation in stock price over the observed period.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
66
The slide uses a 'villain' narrative to critique the company's accounting practices regarding stock-based compensation.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
67
The slide uses a red circle and arrow to draw attention to the 'Taxes paid related to net share settlement of stock awards' line item in the cash flow statement.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
68
The slide uses a line chart to demonstrate that while R&D expenses as a percentage of sales declined, CapEx and Capitalized software increased, suggesting accounting manipulation to protect margins.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
69
The slide uses a direct quote from a 10Q filing to frame a critical analysis of corporate behavior.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
70
The slide uses a humorous title to introduce a video clip reference regarding a company's 30% annual growth target.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
71
The slide uses direct quotes to frame a performance miss as a 'strong finish' with 'positive momentum'.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
72
The slide uses a bottom-up estimation method to derive metrics not disclosed by the company.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
73
The slide uses a line chart to visualize a performance gap between a stated target and an estimated actual result.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
74
The slide uses a table to contrast historical high-volume years with a lower-volume 2014.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
75
The slide uses a line chart to contrast actual performance against hypothetical growth targets to expose a performance gap.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
76
AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
77
The cartoon illustrates the 'base effect' fallacy where a 100% increase from a low base does not recover previous losses.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit