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35,881-35,910 of 110,355

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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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Highlights the razor/razor blade business model and key growth statistics.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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The slide displays product images with associated model names and price points.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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The slide uses a logo-grid layout to display the company's diverse brand ecosystem.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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The table includes GAAP-adjusted metrics (Non-GAAP Net Income and EPS) and provides a detailed source note regarding adjustments.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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The slide provides a snapshot of financial metrics including stock price, market cap, enterprise value, and various forward-looking multiples.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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The chart uses a gradient background and callout boxes to correlate stock performance with specific business events.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a standard revenue/profit buildup framework to justify a valuation thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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Uses direct quotes from earnings calls to support the thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses quotes from management and external commentators to build a narrative around the company's valuation thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a comparison table to highlight a decline in disclosure quality, supporting a thesis of reduced transparency.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide displays the cover page of a formal regulatory report.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The table tracks progress across residential, retail, office, hospitality, and infrastructure categories.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a screenshot of a legal document to establish a comparable sale price.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
112
The slide uses a legal document (Special Warranty Deed) as evidence for a property valuation precedent.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide highlights a discrepancy between the appraised value of specific assets ($17.8M) and the company's total carrying value ($164.5M).The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a callout to highlight a specific cell in a financial schedule.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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Source cited as 2009 10-K, page 26.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a direct quote from a regulatory filing to highlight a specific financial risk factor.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The table illustrates the significant write-downs taken on assets relative to their carrying value before sale.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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Slide 119 from a presentation deck.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
121
The slide uses a 'benefit of the doubt' calculation to show the low implied value of assets sold, suggesting the write-down was unjustified.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide provides data points for four specific real estate developments: Victoria Park, RiverTown, SummerCamp, and WindMark.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses question marks to emphasize the lack of impairment recognition.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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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 Inaction1 hit
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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 1 hit
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The slide uses a quote to frame a situation, likely to be contrasted with other data in the presentation.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit