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Matching slides 118,471
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32,341-32,370 of 118,471
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AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Setup2 hits
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The slide uses a quote to set up a critique of circular reasoning.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter2 hits
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The slide uses a dual-axis line chart to illustrate the decoupling of asset wealth and savings behavior.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter2 hits
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The slide uses a New Yorker-style cartoon to illustrate the political tension between the ECB and the Bundesbank.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter2 hits
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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 Reveal2 hits
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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 Reveal2 hits
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Uses a New Yorker-style cartoon to introduce the concept of banking.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal2 hits
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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 Reveal2 hits
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The slide uses a simple pro forma calculation to demonstrate the dilutive effect of a proposed dividend structure.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After2 hits
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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 After2 hits
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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 · Solution2 hits
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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 Steps2 hits
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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 Steps2 hits
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The slide uses a line chart to contrast 2013 analyst expectations (blue) with actual/revised performance (red).athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter2 hits
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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)2 hits
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The slide uses a line chart to visualize the margin expansion and text to argue that the 30% figure is unrealistic.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg2 hits
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The slide justifies the selection of Accretive Health, MedAssets, and Tenet's Conifer division as comparable companies.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg2 hits
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The slide argues that the 30% margin forecast is implausible compared to the 13% or 27.5% projections.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg2 hits
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The slide highlights the aggressive growth assumptions made by Morgan Stanley regarding athenahealth's market penetration in the hospital industry.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)2 hits
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The slide uses a quote to frame a competitive loss for athenahealth, highlighting Epic's market momentum.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)2 hits
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Uses a stacked bar chart to contrast company claims vs. analyst estimates.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal2 hits
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The slide highlights a discrepancy between the technical disclosure of patent expiration in 2012 and the more aggressive, defensive stance taken in analyst Q&A.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal2 hits
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The slide highlights a strategic pivot from technology to manufacturing through brand partnerships.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal2 hits
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The slide highlights a $100 million revenue outperformance.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal2 hits
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This is a legal disclosure slide from a 10-Q filing.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal2 hits
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The slide uses a simple, high-contrast design typical of older corporate presentations.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
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The slide uses a satellite map to visually demonstrate the 'inside' vs 'outside' the fence distinction.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Problem Statement2 hits
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The slide uses a diagnostic approach to flag assets that may require impairment testing.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction2 hits
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The slide uses irony to point out a potential hypocrisy in corporate behavior.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
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The slide uses a rhetorical question to transition to the next section.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits