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slides · global inventory

Development

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Matching slides 11,188
Current window 4,141-4,170
Pages 373
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4,141-4,170 of 11,188

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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
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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
21
The slide uses a cartoon to introduce the topic of oil prices and end markets as revenue drivers for the business.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 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
19
The slide uses a sarcastic tone to critique the capital allocation strategy of oil fracking companies.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
The slide uses a Charles Barsotti cartoon to metaphorically describe the 'all hat and no cattle' situation of oil frackers.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
The slide uses a dual-axis line chart to illustrate the inverse relationship between oil prices and cash burn, highlighting the industry's poor capital discipline.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a cartoon to critique the 'investing for growth' narrative used by fracking companies to justify non-GAAP metrics.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
23
The slide uses satire to highlight the proliferation of non-GAAP financial metrics.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
24
Uses a cartoon to illustrate the irony of oil companies being surprised by resource depletion.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
25
The slide uses a cultural reference to suggest deception in financial reporting.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
26
The slide uses a dual-axis chart to visually link the drop in oil prices to the industry's cash burn.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
27
The slide serves as a transition to a deep dive into a specific company.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
28
Pioneer Natural Resources (PXD)Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
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Pioneer Natural Resources (PXD)Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
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Slide 30 from a Greenlight Capital presentation.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Funnel Analysis1 hit