Matching slides 78,129
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49,531-49,560 of 78,129

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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
21
The slide uses a dual-axis chart to correlate share count reduction with buyback activity.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
25
The slide uses a pun on 'Notorious B.I.G.' to describe the portfolio of 'Below Investment Grade' assets.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
34
The chart highlights a specific 2018 estimate point.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
35
The chart uses a dual-axis combination of bar (GNP and Debt) and line (Debt/GNP ratio) to illustrate fiscal deterioration.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
36
The title is a reference to Hemingway's 'The Sun Also Rises'.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
38
The chart illustrates the long-term erosion of credit confidence prior to the 2017 default.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
50
The slide uses a dual-axis chart to show the divergence between market reality (falling bond prices) and company reserve adjustments.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
04
The chart uses a waterfall-style bridge to illustrate the jump from historical 2% CAGR to a projected 15% CAGR.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
The slide uses a Peloton UI aesthetic to present financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Early Struggles1 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
10
The slide uses a Bloomberg terminal screenshot to provide objective, third-party data to undermine the board's narrative.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
15
Uses visual metaphor (The Scream) to ridicule management's narrative.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
20
Uses a 'before-after' style logic to show the gap between potential and actual margins.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
Uses a dual-axis chart to show diverging trends between compensation and EPS.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a bar chart to visualize the disparity between total expenses and the small amount of savings identified.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)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
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
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
28
The chart includes a trend line indicating the CAGR.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
05
This is a classic 'sum-of-the-parts' valuation breakdown used by activist investors to highlight undervaluation.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
The chart uses a normalized index (100%) starting point to compare relative performance.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
Uses bubble sizes to visually represent the scale of the consumer base.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
12
The slide uses a bar chart to visually demonstrate the scale of Taobao relative to Western peers.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit