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slides · global inventory

Overcoming Monster

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

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Matching slides 10,649
Current window 1,291-1,320
Pages 355
Rows per page 30
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1,291-1,320 of 10,649

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10
The slide uses arrows to visually emphasize the decline between the two data points for each year.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
11
The slide uses a line chart to contrast 2013 analyst expectations (blue) with actual/revised performance (red).athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
12
The slide highlights the discrepancy between past analyst optimism and current reality.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
13
The slide uses a cartoon to mock the company's reliance on 'fluffiness' rather than performance.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
14
Uses a visual metaphor of a man revealing a superhero logo to emphasize the 'superhuman' or inexplicable nature of the stock performance.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
15
The slide serves as a transition to a video clip.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
16
The slide uses a quote to set up a contradiction between market perception and the author's reality.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
17
The slide uses a screenshot of a CNBC Mad Money segment to frame the subject as a 'villain' or negative influence in the context of investor behavior.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
18
The slide uses a satirical juxtaposition of two figures to make a joke about tech terminology.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
19
The slide highlights the reliance on relative valuation for companies with little or no profit/cash flow.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
20
The slide uses a visual pun on 'bubbles' to discuss stock market valuations.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
21
The slide serves as a multimedia reference to support the thesis about stock market disconnects from fundamentals.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
22
The slide uses a screenshot of an equity research report to validate the author's argument about valuation methodologies.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
23
The image of skyscrapers above clouds serves as a metaphor for 'bubble' valuations.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
24
The chart uses a broken x-axis between 2015 and 2020, and 2020 and 2030.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
25
The chart is a waterfall-style bridge showing the sum of two components.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · The Reveal1 hit
26
The slide uses two bar charts to visualize projected growth from 2013 to 2030.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · The Reveal1 hit
27
The slide uses two line charts to contrast Morgan Stanley's aggressive growth projections against industry averages and inflation-adjusted trends.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · The Reveal1 hit
28
The slide illustrates a sensitivity analysis or adjustment to a third-party valuation model.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · The Reveal1 hit
29
The slide uses a line chart to visualize the margin expansion and text to argue that the 30% figure is unrealistic.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
30
The slide serves as a transition to a video clip, using a specific company (athena) as a case study for the lack of operating leverage in service models.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
31
The slide uses a metaphor-analogy framework to debunk a competitor's positioning.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
32
The slide serves as a transition or context-setting page for a video presentation.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
33
The slide uses a table to categorize companies and highlight that they are BPOs, not SaaS/tech firms, to justify lower P/E ratios.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
34
The slide justifies the selection of Accretive Health, MedAssets, and Tenet's Conifer division as comparable companies.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
35
The slide argues that the 30% margin forecast is implausible compared to the 13% or 27.5% projections.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
36
The slide uses a waterfall chart to bridge from a base case valuation to an adjusted valuation based on specific revenue and margin assumptions.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
37
The slide uses a rhetorical question to challenge the validity of the presented financial forecast.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
38
Includes a pop-culture reference image (Stewie Griffin) and logos for Steward Health Care and Griffin Hospital.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
39
The chart highlights a significant projected increase in Inpatient RCM revenue by 2030.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit