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slides · global inventory

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Matching slides 42,534
Current window 17,731-17,760
Pages 1,418
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17,731-17,760 of 42,534

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61
The slide serves as a critique of the CEO's promotional style, framing him as a 'villain' or subject of scrutiny in the context of the presentation.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
62
The slide uses a waterfall bridge to demonstrate how specific adjustments (Revs/Doc, margins, WACC) reduce the valuation.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
63
The slide uses a simple list of factors leading to a valuation outcome.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
64
The slide uses a pun on the company name 'Epic' to frame them as the 'villain' or obstacle in the investment thesis.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
65
The slide highlights a stagnation in stock price over the observed period.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
66
The slide uses a 'villain' narrative to critique the company's accounting practices regarding stock-based compensation.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
67
The slide uses a red circle and arrow to draw attention to the 'Taxes paid related to net share settlement of stock awards' line item in the cash flow statement.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
68
The slide uses a line chart to demonstrate that while R&D expenses as a percentage of sales declined, CapEx and Capitalized software increased, suggesting accounting manipulation to protect margins.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
69
The slide uses a direct quote from a 10Q filing to frame a critical analysis of corporate behavior.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
70
The slide uses a humorous title to introduce a video clip reference regarding a company's 30% annual growth target.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
71
The slide uses direct quotes to frame a performance miss as a 'strong finish' with 'positive momentum'.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
72
The slide uses a bottom-up estimation method to derive metrics not disclosed by the company.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
73
The slide uses a line chart to visualize a performance gap between a stated target and an estimated actual result.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
74
The slide uses a table to contrast historical high-volume years with a lower-volume 2014.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
75
The slide uses a line chart to contrast actual performance against hypothetical growth targets to expose a performance gap.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
41
This slide explains the mechanics of a proposed capital allocation strategy involving iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
42
The slide uses a comparison frame to argue for the superiority of the iPref instrument over traditional dividend hikes.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution1 hit
43
The slide uses a table to compare two scenarios (1:1 and 5:1 ratio of iPrefs to Common Stock) to argue for the safety of the proposed financial instrument.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution1 hit
44
This slide addresses potential investor concerns regarding the risk profile of iPrefs by clarifying their equity nature.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution1 hit
45
Includes a cartoon illustration of a person tucking a safe into bed, symbolizing hoarding cash.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution1 hit
46
Uses a visual metaphor of an apple pie to illustrate the 'cake' analogy mentioned in the text.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
47
The slide uses a famous quote to bridge the gap between academic financial theory and the practical reality of Apple's capital structure.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
48
The table compares five scenarios: Special Dividend, One-Time Repurchase, On-Going Repurchases, Double the Dividend, and iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
49
The slide uses a checkmark/cross matrix to evaluate financial strategies.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
50
The slide uses a quote to establish a philosophical alignment with the target company's leadership style.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
51
The slide uses a direct quote from Apple's proxy statement to highlight the contradiction.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
52
The slide uses a 'Does/Does Not Mean' framework to preemptively address potential criticisms of the activist's stance.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
53
This is a text-only slide serving as a closing statement and transition to Q&A.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
54
Apple Inc. (AAPL)Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
55
Apple Inc. (AAPL)Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit