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Overcoming Monster
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The slide highlights the aggressive growth assumptions made by Morgan Stanley regarding athenahealth's market penetration in the hospital industry.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a direct quote to undermine a third-party analyst's (Morgan Stanley) thesis.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a technical architecture diagram to explain the complexity of hospital software ecosystems.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses social proof (logos of prestigious hospitals) to validate the claim of market leadership.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a pun on the company name 'Epic' to describe its market size.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a satirical cartoon to frame the preference for monolithic systems over modular ones.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a quote to frame a competitive loss for athenahealth, highlighting Epic's market momentum.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a quote to frame a counter-argument against a specific industry belief.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide serves as a placeholder for a video presentation.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a video link as a primary source of evidence for the narrative.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a sensitivity table to challenge Morgan Stanley's valuation assumptions, specifically highlighting a shift from $72 to $7 per share.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a waterfall chart to demonstrate the impact of specific assumption adjustments on a valuation model.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a pun on 'bear case' by showing a doctor giving a teddy bear to a patient.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide serves as a placeholder for a video clip, providing context on the threat of hospital consolidation to athenahealth's physician-based customer base.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses the term 'Capitulation' to describe the loss of these specific customers.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a pun 'Schtimulation' referring to the 2009 stimulus bill.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses two charts to demonstrate that the 'greenfield' opportunity for EHR adoption has been largely exhausted as incentives phase out.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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Includes a screenshot of a tweet from Jonathan Bush praising CareCloud as a competitor.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a video link and a quote/reference to the CEO to frame a business threat.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a video clip as a primary piece of evidence to frame the CEO's stated intentions as a business risk.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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athenahealth, Inc. (ATHN)athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
61
The slide uses arrows to visually connect the three trend charts to the final DCF value.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a line chart with annotations (arrows) to highlight a trend reversal.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide serves as a placeholder for a video clip.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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athenahealth, Inc. (ATHN)athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
65
The slide uses a rhetorical device to critique corporate jargon by demonstrating that multiple companies use identical language to describe their 'leadership' and 'transformation' goals.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
66
The slide uses a quote to set up a contrast between past corporate optimism and current reality.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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Core Laboratories (CLB)Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
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Includes a specific verbal reminder about the presenter's current portfolio position.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
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The slide provides a standard financial bridge from market capitalization to enterprise value.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit