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Matching slides 37,461
Current window 13,801-13,830
Pages 1,249
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13,801-13,830 of 37,461

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The slide uses a 'gotcha' style to highlight the inaccuracy of expert market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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The title is a reference to the game show Wheel of Fortune.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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The slide uses a sarcastic tone to highlight a pattern of failed market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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The slide uses a pun on 'Information' vs 'In Formation' to make a point about market recovery shapes.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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The slide uses a dual-axis chart to create a visual 'V' shape that obscures the fact that the final price ($55.84) is lower than the starting price ($79.68).Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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The slide uses a visual contrast between blue (historical) and red (consensus) bars to challenge the 'V-shaped' narrative.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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The slide argues that Core (CLB) is likely to miss consensus estimates due to international capex exposure.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
57
The slide uses a comparison frame to argue that the stock is overvalued based on lower internal earnings projections.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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The slide uses a 10-year trailing average EPS to justify a fair value estimate.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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The cartoon serves as a metaphor for investors paying too much for earnings that may not meet expectations.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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Uses a meme-style image to make a critical point about stock valuation or management behavior.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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The slide highlights aggressive capital allocation (buybacks) despite stock price trends and debt issuance.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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The slide uses a news clipping and a company logo to frame a critique of capital allocation strategy.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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The slide uses a red oval annotation to highlight the specific quarters where the dividend exceeds the adjusted EPS.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
15
The slide uses a Peloton UI overlay to frame the investment narrative.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
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The slide uses a Peloton-themed UI overlay (leaderboard, workout metrics) to present financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
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The slide uses a Peloton workout interface as a visual metaphor for the business model analysis.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
18
The slide uses a fitness-themed UI overlay (leaderboard, speed, cadence, etc.) to present financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
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The slide mimics a Peloton-style interface with a cartoon embedded.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
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The slide uses a Peloton-themed UI overlay (leaderboard, workout metrics) to present the benchmarking data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
15
The slide uses a visual breakdown of percentages for Soda Ash applications and highlights Bicar as a distinct, higher-value derivative.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses humor to introduce a fact about the chemical properties of soda ash.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses a process diagram to contrast two production methods and their respective market shares.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide is intended to keep the audience engaged.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
19
The chart displays a highly fragmented market with many small players.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses a map-based visualization to explain why soda ash is a regional rather than global commodity.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The chart uses a waterfall-style cost curve to visualize supply capacity vs. cost per ton.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide provides a historical analysis of commodity pricing trends.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses a dual-chart layout to contrast regional soda ash price stability against broader commodity volatility.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide provides a breakdown of capacity changes (in million mtpa) and contextualizes the impact of Chinese supply versus other global regions.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit