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Matching slides 78,129
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49,471-49,500 of 78,129
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The title is a pun on 'cold cocked'.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
07
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide uses a pun in the title and an Economist magazine cover to illustrate the decline of coal due to market and regulatory pressures.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
09
The chart highlights the specific decline of the coal segment (blue) over time.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
10
The title is a play on 'colonoscopy', implying a deep, perhaps unpleasant, examination of the coal industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
12
The slide argues for the continued necessity of coal supply despite energy transition trends.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
21
The chart highlights a significant drop in demand, with a specific annotation pointing to the 2025 forecast.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
22
The chart uses a supply curve (cost vs. cumulative production) to demonstrate competitive advantage and market equilibrium.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
30
The chart visualizes the sum of parts valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
39
The slide uses a cynical tone to critique market valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
44
The slide highlights production growth while emphasizing management's decision to defer new investment until economics improve.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
48
The title is a play on the film 'Last Tango in Paris', referencing Paris, Pennsylvania.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
53
The chart uses a dual-axis approach to show absolute production volume (area chart) alongside relative market share (line charts).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
55
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
56
The slide uses a line chart to illustrate market volatility and the impact of low-cost gas on pricing.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
57
The slide uses a humorous headline to introduce a serious market anomaly (basis differential).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
58
The slide uses a cynical title to frame the poor performance of the selected peer group.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
62
The chart illustrates a sharp drop in drilling activity starting in early 2015.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
64
The cartoon serves as a metaphor for the high decline rate of natural gas wells.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
65
The slide uses a clear action title to summarize the trend shown in the chart.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
66
The chart illustrates a 2.7% CAGR over the period.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
67
The chart compares current storage levels against a Last Twelve Months (LTM) average.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
69
The chart uses a dual-line graph (capacity vs net supply) with annotations pointing to specific pipeline projects.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
70
The chart uses a dual-axis approach to compare two different commodities with different price scales.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
74
The chart shows a historical correlation that broke down around 2009.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
78
The slide uses a V-shaped recovery pattern as an analogy for a future investment thesis.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 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
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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
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
36
The slide uses a dual-axis combo chart (bar for revenue, line for capex) to illustrate business stability.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit