anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Source Note

Component collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 110,355
Current window 36,181-36,210
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

36,181-36,210 of 110,355

filter-aware
88
The years 2076-2085 are likely placeholders or specific long-term model projections.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
89
The years 2086-2095 are likely placeholders or specific long-term model projections.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
90
The years 2096-2105 are likely placeholders or specific long-term model projections.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
91
The years listed (2106-2115) appear to be placeholders or typos for 2016-2025.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
92
The years listed (2116-2120) appear to be placeholders or typos for 2016-2020.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
94
Base Case scenario, figures in $M unless otherwise noted.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
96
Base Case scenario, figures in $M unless otherwise noted.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
97
Page number B-5 indicates this is an appendix slide.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
98
Base Case scenario, values in $M unless otherwise noted.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
99
Page number B-7 indicates this is an appendix slide.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
100
Includes CONSOL's Pennsylvania Operations segment (Bailey, Enlow Fork, and Harvey Mines).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
105
D-2 footer indicates this is an appendix page.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
106
Base Case scenario; values in $M unless otherwise noted.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
107
Page D-4CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
03
The slide provides a standard financial bridge from market capitalization to enterprise value.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
04
Includes a cartoon illustration used as a visual metaphor for 'lighter' vs 'heavier' fluids.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
05
The cartoon serves as a humorous hook for the company's value proposition in reservoir analysis.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
06
The chart displays a combination of bar (revenue) and line (operating margin) data.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
07
Includes a New Yorker cartoon used as a visual metaphor for 'enhancement'.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
08
The chart shows a dual-axis combination of bar (revenue) and line (margin) charts.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
09
The slide uses two pie charts to compare revenue and EBIT distribution between Reservoir Description and Production Enhancement.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
10
The slide highlights that the stock is trading at high P/E multiples based on consensus estimates.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
11
The table highlights that Core Lab's current multiples are significantly higher than the peer average and its own prior peak multiples.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
12
The slide uses humor to critique the misuse of ROIC metrics in valuation.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
13
Uses a metaphor (Superman/Clark Kent) to suggest that the true nature of the company is hidden in plain sight.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
14
The slide uses a dual-axis chart to illustrate the impact of oil price volatility on revenue, specifically pointing out a -11% drop in 2008.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
15
The slide uses a Bizarro comic to metaphorically represent a false narrative.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
17
The slide highlights a valuation decoupling where UniCore-n (CLB) trades at a premium compared to peers (HAL, BHI, SLB).Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
18
The slide highlights the disconnect between market reality (oil price crash) and analyst optimism (earnings projections).Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
19
The slide uses a dual-axis chart to show the correlation between oil prices and company earnings, arguing that market expectations (consensus) are disconnected from reality.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit