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36,061-36,090 of 110,355

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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
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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
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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
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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
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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
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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
76
AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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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
78
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
79
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
80
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
81
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
83
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
88
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
09
The slide uses a clip from the movie Airplane 2 as a humorous segue or filler.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
13
The slide highlights the impact of fracking on U.S. energy independence and oil prices.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
The slide uses a provocative tone ('frack addicts') to criticize the financial sustainability of the oil fracking industry.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a sarcastic tone to critique the capital allocation strategy of oil fracking companies.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a dual-axis line chart to illustrate the inverse relationship between oil prices and cash burn, highlighting the industry's poor capital discipline.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
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The slide uses satire to highlight the proliferation of non-GAAP financial metrics.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
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The slide uses a dual-axis chart to visually link the drop in oil prices to the industry's cash burn.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
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Pioneer Natural Resources (PXD)Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
30
Slide 30 from a Greenlight Capital presentation.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Funnel Analysis1 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
34
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
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