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The slide includes a critical commentary on the company's branding and market positioning.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
05
The slide provides a high-level visual summary of the core product offerings, supplemented by descriptive text below the graphic.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
06
The slide shows a hub-and-spoke model where Enterprise Coordinator acts as a central integration point for various external partners and internal services, feeding into different care settings.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
07
The slide highlights a 'ballistic' growth period for the stock.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
71
The slide uses a forensic accounting approach to identify a discrepancy between itemized CapEx and total guidance.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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Data is in millions of dollars, except for EPS.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide provides context for the Van Houtte acquisition and its impact on operating expense ratios.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide includes a footnote link to an investor relations page.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a quote from the CFO to contrast with subsequent financial data points.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
78
Slide provides financial performance metrics for GMCR in Q2 2011.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
80
The chart uses a color contrast (blue vs yellow) to emphasize the positive growth in the final data point.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
81
The slide highlights a $100 million revenue outperformance.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
83
This slide is a formal legal disclosure regarding an ongoing regulatory investigation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
85
This slide appears to be part of a presentation by Greenlight Capital regarding their short thesis on Green Mountain Coffee Roasters (GMCR).Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
86
The slide highlights a regulatory challenge regarding disclosure requirements under Regulation S-K.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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This slide is a direct excerpt from an SEC response letter, used to clarify regulatory compliance and business model structure.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses direct quotes from SEC filings to establish a factual basis for later critique.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses testimonials to highlight the discrepancy between how Keurig was treated versus other clients, implying a material relationship that was not properly disclosed.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
91
The slide uses a quote from a confidential witness to support a claim of accounting irregularities.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
94
The slide highlights operational issues like misaligned bonus structures and inefficient cross-shipping, framing them as deliberate 'shell games'.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
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This slide presents qualitative evidence from field interviews, likely used to support a thesis regarding operational irregularities or potential channel stuffing.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
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Uses qualitative quotes from former workers and channel checks to validate a supply chain problem.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
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The slide uses direct quotes and descriptions of operational manipulation to expose inventory fraud.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
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The slide references a specific research note and an anecdotal report regarding inventory manipulation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
102
Uses a Q&A format to frame the contradiction between analyst observation and management denial.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
103
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
105
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 Reveal1 hit
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The slide uses a callout box to interpret the legal disclaimer text.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
107
The slide uses a list format to detail specific capital raising events with corresponding share issuance data.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
108
The slide uses the 'villain_critique' pattern to suggest that insider selling is a negative signal about the company's future prospects.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit