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13,021-13,050 of 26,550
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The slide uses a line chart to illustrate a 'lower base' effect on future growth projections.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
79
The slide uses a line chart to visualize the trend of revenue growth percentages from 2012 to 2016E.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
80
The slide includes a YouTube link and a formal citation for the origin of the '30% target'.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
81
The slide uses red strikethrough lines over logos to visually emphasize the loss of specific clients.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
82
The slide uses a pun 'KLAS-sick' to describe the company's poor performance in KLAS rankings.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
83
Includes a visual metaphor of a dinosaur (raptor) to represent Epic.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
84
Slide 84 of a presentation deck.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
85
The slide uses a video link as evidence to support a critical thesis about corporate financial reporting.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
86
The slide uses a quote to frame Epic as a 'villain' or obstacle to modern healthcare interoperability.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
87
The slide uses a visual metaphor of a dinosaur-shaped cloud to represent the legacy system (Epic) moving to the cloud.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
88
The slide uses a table to contrast the selling behavior of different individuals.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
89
The slide uses a Bloomberg video clip to mock the company's leadership/valuation claims.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
01
Includes a personal congratulatory note from the presenter to the conference organizers.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
02
Includes a specific note about endnotes being available on the website.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
03
The slide uses a narrative case study to draw a parallel to the current topic.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
04
The slide uses a cartoon as a rhetorical device to set up a bearish investment thesis.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
05
Uses a pop-culture reference (Meet the Parents) to create a lighthearted transition or introduction.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
06
The slide uses imagery of fracking-related environmental hazards to define what is NOT being discussed.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
07
The slide uses a pop-culture image to establish a thematic tone before transitioning to serious business content.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
08
The cartoon serves as a metaphorical critique of poor investment choices, specifically referencing oil fracking.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
09
The slide uses a clip from the movie Airplane 2 as a humorous segue or filler.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
10
The slide uses a metaphorical illustration to simplify the concept of fossil fuel extraction.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
11
The image is a cultural reference to J.R. Ewing from the TV show 'Dallas', representing the oil tycoon archetype.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The image is a cultural reference used to illustrate the 'boom and bust' nature of the industry being discussed.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide highlights the impact of fracking on U.S. energy independence and oil prices.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
Pioneer Natural Resources (PXD)Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
Pioneer Natural Resources (PXD)Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
The cartoon is by Morris. It serves as a cynical commentary on the financial model of fracking.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
The slide uses a provocative tone ('frack addicts') to criticize the financial sustainability of the oil fracking industry.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
The slide uses a quote to illustrate the behavior of oil drillers as gamblers.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit