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 36,271-36,300
Pages 3,679
Rows per page 30
Component
36,271-36,300 of 110,355
06
Includes a cartoon illustrating the concept of 'AAA status' as a form of validation.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
07
The slide uses a cartoon to set a narrative tone about the historical success and eventual downfall of bond insurance.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide uses a political cartoon as a metaphor for market bubbles and corporate risk-taking.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
09
The slide uses a screenshot of a Moody's document as primary evidence for the historical shift in rating methodology.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
10
The chart uses a dual-axis combination of bar (issuance/volume) and line (penetration percentage).Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
11
The slide includes a small table overlay on the chart with current price, market value, and S&P rating.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
12
The slide uses the 'Weeble' metaphor (a toy that wobbles but doesn't fall down) to describe the company's resilience during the financial crisis.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
13
The slide uses a simple table to demonstrate the net impact of recoveries on claims paid.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
14
The chart uses a metaphor of an 'ice cube' melting to describe the portfolio amortization.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
15
The slide uses a satirical cartoon to frame the company's response to a credit rating downgrade as petulant or defensive.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
16
The chart uses a metaphor 'Ice chips combined make a slushy' to describe the consolidation of competitors.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
17
The slide uses a metaphor (Sisyphus) to describe a business in a state of perpetual, futile decline.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
18
The slide highlights the impact of legal recoveries and mark-to-market reversals on the income statement.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
19
Uses a Monopoly 'Chance' card illustration to metaphorically represent the loss of a revenue stream.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
44
The chart uses a cost curve format common in commodity analysis to show competitive positioning.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
45
The slide outlines a strategy to monetize these assets via sale or partnership to avoid capital expenditure.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
46
Uses a 'But Wait, There's More!' meme overlay on a photo of a mining site.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
49
Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
52
The slide includes a specific price assumption for 2022-2023 ($175/Mt) compared to analyst consensus ($150/Mt).Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
53
The chart uses a cost curve format to compare production costs across various companies.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
54
The slide uses a metaphorical/anecdotal headline to introduce a quantitative financial sensitivity analysis.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
55
The slide serves as a brief informational filler or transition regarding the company's zinc business segment.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
57
The slide argues that consensus estimates are lagging behind commodity price increases, suggesting an earnings beat.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
58
The table highlights the $4.50/lb copper price point, which corresponds to the current forward curve.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
59
The table highlights the 4.50 copper price point row.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
60
The Monopoly man is used as a visual metaphor for wealth/cash flow.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
61
The slide provides a transparent view of the inputs for a DCF model, including commodity price assumptions and cost of capital parameters.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
62
The table uses a DCF model based on a specific commodity price assumption ($3.00/lb copper).Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
63
The table uses a standard NAV build-up approach for mining assets.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
64
The table uses a standard NAV build-up methodology.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit