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slides · global inventory

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

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Matching slides 110,355
Current window 36,331-36,360
Pages 3,679
Rows per page 30
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36,331-36,360 of 110,355

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The slide highlights a 2.7% reserve ratio for the specified book.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
58
The slide argues that the company has insufficient loss reserves relative to its high-risk exposure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
59
The slide uses a cartoon to lighten the tone while introducing serious financial risk concerns.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
60
The title is a pun on the CEO's name, Dominic Frederico.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
61
The slide highlights specific state-level credit risks for AGO, contrasting Illinois and New Jersey.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
62
The slide uses a cartoon to frame a critique of a company's financial health and the necessity of regulatory oversight.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
63
The slide uses a quote to imply accounting impropriety or 'dis-engineering' at AGO.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
03
The chart highlights a significant trend of capital moving from active to passive management, with a notable divergence in recent years.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
04
The slide uses a psychological concept (negative reinforcement) to explain a financial market phenomenon (divergence from fair value).Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
05
The chart uses an area-stacked style to show cumulative flows.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
06
The chart shows a significant peak in the 'GS Non-Profitable Tech Basket' around 2021 followed by a sharp decline.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
07
The chart includes an annotation arrow indicating that 'Expensive stocks went up the most'.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
08
The slide uses a visual metaphor of a gasoline car vs an electric car to set up a future comparison.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
10
Uses humor to highlight the lack of differentiation in a commodity-like market.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
11
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
12
The slide provides a summary of valuation metrics for the European auto parts sector as of May 2023.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
13
The slide uses a 2x2 grid to categorize product offerings.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
15
The slide uses a humorous cartoon to transition into a discussion about industry-specific cost pressures and contract structures.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
16
The table uses a heatmap-style color coding where red indicates positive inflation and green indicates deflation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
18
The slide uses a valuation range of 2.9B to 4.3B euros based on the calculated multiples.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
20
The chart uses a gradient background and includes a specific data point callout in the text below the chart.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
21
Uses a 'Hi and Lois' comic strip to illustrate the danger of incompetence in technical fields, serving as a metaphor for the importance of expertise in EV powertrain supply.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
22
The slide uses a product catalog style to demonstrate the company's technical capabilities and market presence.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
23
The slide uses an exploded view to map specific business units to vehicle components, arguing for the 'stickiness' of the business.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
24
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
25
The slide uses a table format to rank competitors across multiple dimensions, highlighting the subject company's strong market position.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
28
The chart includes a trend line indicating the CAGR.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
29
The term 'Peanut Butter' appears to be a placeholder or internal codename for a specific technology provider or component.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
31
The slide uses imagery of futuristic cars to represent the 'Future Platforms' theme.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
32
The cartoon is used as a metaphor for having a 'letter' (order backlog) that guarantees future success, contrasting with the perception of being a 'loser' (profitless growth).Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit