slides · global inventory
Chart
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 49,501-49,530
Pages 2,605
Rows per page 30
Component
49,501-49,530 of 78,129
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
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
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
37
The chart uses a bar chart for revenue and a line chart for Capex to demonstrate a positive correlation over time.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
39
The slide uses a line chart to contrast historical volatility with a stagnant future outlook.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
40
The chart illustrates a sustained negative trend for the sector, with companies trading at small multiples of prior peak earnings.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
41
The chart uses color coding (blue vs red) to distinguish historical data from projected decline.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
46
The slide uses a sarcastic tone to diminish the significance of a competitor's reported growth.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
50
The slide uses a 'gotcha' style to highlight the inaccuracy of expert market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
52
The slide uses a sarcastic tone to highlight a pattern of failed market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
54
The slide uses a dual-axis chart to create a visual 'V' shape that obscures the fact that the final price ($55.84) is lower than the starting price ($79.68).Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
55
The slide uses a visual contrast between blue (historical) and red (consensus) bars to challenge the 'V-shaped' narrative.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
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
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
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
24
The chart shows a 3-year moving average for both supply and demand growth from 2000 to 2030.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 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
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
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
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
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
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