slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 36,241-36,270
Pages 3,679
Rows per page 30
Component
36,241-36,270 of 110,355
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The slide argues that Core (CLB) is likely to miss consensus estimates due to international capex exposure.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
57
The slide uses a comparison frame to argue that the stock is overvalued based on lower internal earnings projections.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
58
The slide uses a 10-year trailing average EPS to justify a fair value estimate.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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The cartoon serves as a metaphor for investors paying too much for earnings that may not meet expectations.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
61
The slide highlights aggressive capital allocation (buybacks) despite stock price trends and debt issuance.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
62
The slide uses a news clipping and a company logo to frame a critique of capital allocation strategy.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
63
The slide uses a red oval annotation to highlight the specific quarters where the dividend exceeds the adjusted EPS.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
11
The slide contains a visual quote block and a redundant text block below it with a source citation.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
16
Slide contains two distinct infographic blocks comparing solar and wind copper requirements.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
18
Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
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The slide is a reproduction of a report cover page.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
21
The chart highlights a significant growth in copper demand driven by green energy transition.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
22
The slide highlights a 60% reduction in potential new capacity compared to 2008.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
23
The slide uses a satirical cartoon to highlight the difficulty and controversy of getting mining projects approved.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
25
The chart illustrates the 'Copper is the New Oil' thesis.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
26
The slide compares historical data with an updated forecast, highlighting a significant upward trend.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
27
The chart shows a sharp upward trend in 2021, reaching over $10,000 per tonne.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
29
The slide uses a line chart for historical price ratios and a stacked bar chart to illustrate the impact of carbon taxes on marginal production costs.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
30
The chart uses two different Y-axes to compare the price movements of two different commodities.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
31
The chart uses a gradient background and a specific callout for the 2021 YTD performance.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
33
The slide uses a visual metaphor (cartoon) to frame a discussion on inflation or economic policy.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
34
The slide includes a stock price chart and a short paragraph justifying an investment in the company based on its leading position in copper mining and valuation.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Hypothesis Test1 hit
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Includes valuation metrics and historical/forecasted production data.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Hypothesis Test1 hit
36
Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
37
The slide provides a valuation bridge calculation and context for a stock recommendation.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
38
The chart shows a clear performance gap between the two stocks.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
39
The slide highlights Teck's diversified mining portfolio.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
40
The slide serves as a visual case study for Teck's growth strategy compared to FCX.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
41
The slide highlights the project's value sensitivity to copper prices, comparing underwriting assumptions ($3.00) to current market ($4.50) and bull case ($6.80).Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
43
Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit