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Matching slides 18,554
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5,851-5,880 of 18,554
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The slide uses a quote to set up a critique of circular reasoning.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter2 hits
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The slide uses a quote to establish the economic context of reduced consumer spending power.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter2 hits
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The slide uses a quote to support an economic argument about the contractionary effects of low interest rates.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter2 hits
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The slide uses a P.C. Vey cartoon to illustrate the absurdity of negative interest rates.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter2 hits
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Includes a cartoon illustrating the concept of charging customers for deposits.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal2 hits
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The slide includes a source citation below the main image.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal2 hits
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AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
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The slide uses a quote to establish a premise and then immediately refutes it in the body text below.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
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The slide uses a direct quote from a 10Q filing to frame a critical analysis of corporate behavior.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution2 hits
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AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution2 hits
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The slide uses a quote to set up a 'ceo-quote-contradiction' framework, contrasting the CEO's stated values with the company's current capital allocation practices.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 2 hits
47
The slide uses a famous quote to bridge the gap between academic financial theory and the practical reality of Apple's capital structure.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps2 hits
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The slide uses a quote to establish a philosophical alignment with the target company's leadership style.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps2 hits
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The slide uses a cartoon to mock the company's reliance on 'fluffiness' rather than performance.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter2 hits
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The slide uses a quote to set up a contradiction between market perception and the author's reality.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)2 hits
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Includes a pop-culture reference image (Stewie Griffin) and logos for Steward Health Care and Griffin Hospital.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)2 hits
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The slide uses a direct quote to undermine a third-party analyst's (Morgan Stanley) thesis.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)2 hits
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The slide uses a quote to frame a counter-argument against a specific industry belief.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)2 hits
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The slide highlights a strategic pivot in reporting metrics by the CEO.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal2 hits
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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal2 hits
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The slide uses a quote from the CFO to contrast with subsequent financial data points.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal2 hits
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The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
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Includes a disclaimer about the use of Disney marks at the bottom.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
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The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
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The slide uses a direct quote to establish the company's strategic positioning and confidence in growth.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
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The slide uses a quote to validate the company's strategic focus on land-use entitlements.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
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The slide uses a direct quote from a corporate filing to establish the project's baseline parameters.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
81
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
118
The slide uses a direct quote from a regulatory filing to highlight a specific financial risk factor.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
128
The slide uses a quote to frame a situation, likely to be contrasted with other data in the presentation.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits