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17,761-17,790 of 42,534
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AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
77
The cartoon illustrates the 'base effect' fallacy where a 100% increase from a low base does not recover previous losses.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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The slide uses a line chart to illustrate a 'lower base' effect on future growth projections.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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The slide uses a line chart to visualize the trend of revenue growth percentages from 2012 to 2016E.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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The slide includes a YouTube link and a formal citation for the origin of the '30% target'.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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The slide uses red strikethrough lines over logos to visually emphasize the loss of specific clients.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
82
The slide uses a pun 'KLAS-sick' to describe the company's poor performance in KLAS rankings.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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Includes a visual metaphor of a dinosaur (raptor) to represent Epic.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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Slide 84 of a presentation deck.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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The slide uses a video link as evidence to support a critical thesis about corporate financial reporting.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
86
The slide uses a quote to frame Epic as a 'villain' or obstacle to modern healthcare interoperability.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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The slide uses a visual metaphor of a dinosaur-shaped cloud to represent the legacy system (Epic) moving to the cloud.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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The slide uses a table to contrast the selling behavior of different individuals.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
89
The slide uses a Bloomberg video clip to mock the company's leadership/valuation claims.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
31
The slide uses a New Yorker-style cartoon to mock the company's capital allocation, specifically the $2 billion equity raise.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
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The image is a famous scene from The Dark Knight where the Joker burns a pile of money, used here to imply capital destruction.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
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Slide provides regulatory/technical definitions for oil and gas industry terminology.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
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The slide uses a rhetorical question as a title to challenge the company's performance claims.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
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Includes a cartoon illustration of a 'wishing well' with a disclaimer sign, likely used for humor regarding the speculative nature of undeveloped reserves.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
36
The slide calculates the unit cost of reserve development by adding production to the net change in reserves and dividing total Capex by that sum.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
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The slide uses a visual metaphor of barrels to represent production composition.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
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The slide uses a visual metaphor of a printer printing money to illustrate the inefficiency of the business model.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
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The chart displays a forward curve for WTI crude oil prices from June 2015 to June 2023.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
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The slide uses a 'bridge' style logic to adjust revenue and costs to arrive at a gross cash flow figure.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
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Uses an hourglass illustration to represent the time value of money.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses a New Yorker-style cartoon to mock corporate financial guidance.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
43
The slide uses the term 'SEC-onomics' to describe the standardized measure of discounted future net cash flows.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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The slide demonstrates the impact of commodity price sensitivity on equity value, assuming no reserve write-downs.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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The table highlights specific variables in red to emphasize changes or negative impacts.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses a bridge/waterfall structure to explain the valuation gap between accounting measures and market capitalization.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit