slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 36,121-36,150
Pages 3,679
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36,121-36,150 of 110,355
06
Uses a metaphor of an 'ex-boyfriend' to describe the corporate divestment.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · InterestLoop · Logic Chain1 hit
07
The chart shows a total revenue of €34.3B.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · InterestLoop · Logic Chain1 hit
18
The slide uses a Mother Goose and Grimm cartoon to illustrate the concept of 'evergreening' or lifecycle management in the pharmaceutical industry.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
03
The slide uses a line chart with an added arrow annotation to emphasize the downward trend.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
04
The slide serves as a post-mortem or confession of a poor investment decision.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
05
The slide presents a standard valuation bridge calculation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
06
The title is a pun on 'cold cocked'.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
07
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide uses a pun in the title and an Economist magazine cover to illustrate the decline of coal due to market and regulatory pressures.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
09
The chart highlights the specific decline of the coal segment (blue) over time.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
10
The title is a play on 'colonoscopy', implying a deep, perhaps unpleasant, examination of the coal industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
11
The slide uses a 'Strange Brew' comic strip to provide a lighthearted transition or emphasis point.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
12
The slide argues for the continued necessity of coal supply despite energy transition trends.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
13
The slide highlights the regional nature of the coal industry due to shipping costs.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
17
Includes a historical photo of a Consolidation Coal Co. facility.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
19
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
20
Slide 20 of a presentation, likely from an investor deck.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
21
The chart highlights a significant drop in demand, with a specific annotation pointing to the 2025 forecast.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
22
The chart uses a supply curve (cost vs. cumulative production) to demonstrate competitive advantage and market equilibrium.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
23
The cartoon depicts the Grim Reaper at the door, with the homeowner asking if he is there to do the hedges, serving as a metaphor for avoiding an inevitable negative outcome (weak pricing).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
24
The slide highlights the impact of zero-based budgeting on operational costs.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
25
The slide includes a specific EBITDA projection and a source citation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
26
The slide provides a high-level summary of a DCF model, including reserve volume, pricing, costs, capex, and WACC, resulting in a $3 billion valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
27
The cartoon is a satirical commentary on the housing market/equity, used here as a thematic hook for a financial valuation slide.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
28
Includes a humorous cartoon about gas analysis to lighten the topic of legacy assets.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
29
The slide provides a valuation bridge for CONSOL's interest in CONE Midstream (CNNX).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
30
The chart visualizes the sum of parts valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
33
The slide uses maps to visualize the geographic footprint of the company's assets.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
35
The table highlights the $20.66 Capex per BOE column, showing negative values at lower oil prices.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
91
The slide is labeled B-10, indicating it is an appendix page.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit