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slides · global inventory

Evidence

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

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Matching slides 40,452
Current window 14,101-14,130
Pages 1,349
Rows per page 30
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14,101-14,130 of 40,452

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The slide uses a cartoon to explain market behavior regarding negative-yielding bonds.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
23
The slide uses humor (a cartoon) to transition into a serious discussion about investor behavior and regulatory impact.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
24
The slide uses a Bizarro comic strip to illustrate the 'law of unintended consequences' in financial regulation.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
25
Uses a New Yorker-style cartoon to introduce the concept of banking.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
26
The slide uses a New Yorker-style cartoon to illustrate the irony of banks rejecting deposits due to regulatory capital requirements.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
27
Uses a New Yorker style cartoon to illustrate the concept of regulatory arbitrage.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
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Includes a cartoon illustrating the concept of charging customers for deposits.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
29
The slide uses a cartoon metaphor to explain the 'Goldilocks' principle of finding the 'just right' duration for assets relative to liabilities.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
30
The slide discusses the unintended consequences of Solvency II regulations regarding negative bond yields.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
31
The slide uses a hypothetical scenario to illustrate the impact of negative yields on sovereign debt holdings.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
32
The slide highlights how Solvency II regulations create a capital charge that incentivizes insurers to favor sovereign debt over riskier assets like equities.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
33
Uses a visual metaphor (The Hulk) to represent 'destructive forces' in the financial system.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
34
The slide uses a still from the movie 'Airplane!' as a visual pun on 'Lessor'.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
35
The slide includes a source citation below the main image.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
36
The slide uses a cartoon to lighten the mood before discussing industry profitability.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
37
Uses a child playing with a toy plane as a metaphor for the business model.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
38
The slide uses a cartoon metaphor ('Value Prop Plane') to introduce the concept of aircraft leasing.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
39
Includes a thesis statement regarding the investment opportunity in AerCap.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
40
The slide uses a timeline diagram to correlate financial performance with strategic events.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 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
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Pioneer Natural Resources (PXD)Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit