Matching slides 110,355
Current window 36,361-36,390
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all

Component

36,361-36,390 of 110,355

filter-aware
03
The slide mimics a digital exercise bike interface (like Peloton) to frame the cartoon.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Humble Origins1 hit
04
The slide includes a screenshot of the Peloton UI and bullet points summarizing the company's value proposition.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Humble Origins1 hit
06
The slide uses a screenshot of a Peloton interface to frame a satirical cartoon.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Early Struggles1 hit
08
This slide appears to be a placeholder or a minimal context slide in a larger deck.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Early Struggles1 hit
09
The slide uses a Peloton workout interface as a metaphor for the company's business performance during the pandemic.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
10
The slide uses a screenshot from a Peloton interface to contextualize a narrative about brand perception and stock volatility.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
11
The slide uses a Peloton UI overlay to frame a cartoon about 'playing dead', drawing a parallel to the company's stock performance.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
12
The slide uses a Peloton exercise bike interface as a thematic background for financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
14
The slide includes a screenshot of a stationary bike interface and a cartoon.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
16
The slide uses a Peloton-themed UI overlay (leaderboard, workout metrics) to present financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
17
The slide uses a Peloton workout interface as a visual metaphor for the business model analysis.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
18
The slide uses a fitness-themed UI overlay (leaderboard, speed, cadence, etc.) to present financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
19
The slide mimics a Peloton-style interface with a cartoon embedded.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
21
Includes a leaderboard sidebar and exercise-themed dashboard UI elements.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
22
Includes a leaderboard sidebar and a Peloton-themed dashboard footer.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
23
The slide uses a Peloton-themed UI overlay (leaderboard and workout stats) as a stylistic background.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
24
The slide uses a Peloton-style workout interface as a background graphic, which is irrelevant to the financial content.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
14
The slide uses a pun on 'compound interest' to transition from a finance-related context to chemistry.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Problem1 hit
33
Includes cartoonish euro bill illustrations.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
34
The slide presents a financial model projection for a growth company, highlighting the transition from negative to positive margins.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
35
The slide uses a cartoon to highlight the subjectivity or lack of consensus in valuation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
36
The slide defines 'profitless tech' as companies with >$2.5B market cap, no history of profitability, expected to be unprofitable in 2023, and profitable in 2025.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
37
The slide uses a cartoon to illustrate the speculative nature of the valuation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
39
The slide serves as a placeholder for a video asset.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
41
The slide uses an AI-generated image to metaphorically represent the company's business transformation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
42
The slide uses a 'free option' narrative to frame the valuation gap.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
43
The slide explicitly notes that 2026 estimates are 30-40% higher than consensus.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
44
The slide highlights that Reese trades at significantly lower multiples than its peers.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
45
Uses a 'reveal' meme format to transition to company-specific content.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
47
Includes a stock price chart and a brief personal closing remark.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit