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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 13,081-13,110
Pages 885
Rows per page 30
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13,081-13,110 of 26,550

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Pioneer Natural Resources (PXD)Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
50
The slide includes a callout box highlighting the specific pricing assumptions ($90 oil, $5 gas) used for the resource potential calculation.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
51
The slide uses a 'before-after' style critique where the original slide is presented as evidence of a lack of transparency regarding economic assumptions.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
52
The slide uses a cartoon as a rhetorical device to mock the target company's valuation methodology.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
53
The slide uses a Hyperbole and a Half cartoon to mock the 'bull' narrative as a repetitive, potentially dubious story.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
54
The slide exposes how accounting treatments (subsidy) can flatter operational metrics.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
55
The slide calculates an adjusted Capex figure by allocating non-drilling costs to the primary drilling program.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
56
The cartoon uses a wine corkscrew metaphor to represent drilling into the ground and extracting a 'burst' of resources.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
57
Uses a pop-culture reference (Homer Simpson looking at an empty ice cream carton) to explain a business concept.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
58
The slide is used to critique the 'well economics' touted by management and analysts.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
59
The slide uses a 'reality check' framing to undermine external analyst optimism.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
60
The slide uses a satirical cartoon to critique industry-standard valuation practices (EBITDAX multiples) in favor of a DCF model.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
61
The slide provides both a high-level bulleted list of assumptions and a detailed paragraph explaining the methodology behind the DCF calculation.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
62
The cartoon is a classic Sidney Harris New Yorker cartoon used to mock unrealistic business projections.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
63
The chart illustrates the difference between short-term volatility and long-term stability in oil pricing.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
64
The slide uses a 'high case' scenario to demonstrate that even with optimistic assumptions, the stock is overvalued.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
65
The chart uses a cost-curve format (often called a 'waterfall' or 'area' chart in this context) to rank assets by breakeven price.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
66
The slide uses a red arrow to highlight the 'Tight Oil' bubble, emphasizing its high cost position on the Y-axis.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
67
The slide uses a cartoon to illustrate a point about investment strategy, specifically comparing betting on oil prices via stocks versus other instruments.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
68
Pioneer Natural Resources (PXD)Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
69
The chart highlights the divergence between short-term and long-term oil price recovery.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
70
The cartoon features a sign with 'FF', likely a play on 'Fracking' or 'Failure'.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
71
Pioneer Natural Resources (PXD)Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
72
Includes specific operational metrics like Capex/BOE, production mix, and cost of capital inputs.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
73
The table includes operational metrics like Capex, Reserves, Production, Revenues, Opex, EBITDA, and After tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
74
The table includes operational metrics like Capex, Reserves, Production, Revenues, Opex, EBITDA, and After tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
75
The slide is labeled A-4, indicating it is part of an appendix.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
76
The table includes operational metrics like Capex, Reserves, Production, Revenues, Opex, EBITDA, and After-tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
77
The table displays annual financial metrics including Capex, Reserves, Production, Revenues, Opex, EBITDA, Cash tax, and After tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
78
The table displays annual financial data including Capex, Reserves, Production, Revenues, Opex, EBITDA, Cash tax, and After tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit