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Matching slides 119,566
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63,361-63,390 of 119,566
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AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Setup1 hit
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The slide features a screenshot of a Grant's Interest Rate Observer newsletter cover, used to frame a critique of the publication's brand name in the context of modern monetary policy.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Setup1 hit
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The slide uses a humorous metaphor to critique economic policy, specifically referencing the 'Fed's Jelly Donut monetary policy'.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Setup1 hit
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The slide uses a satirical cartoon to highlight a cognitive bias in economic policy-making.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
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The slide uses a visual metaphor to contrast economic realities.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
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The slide uses a political cartoon to frame a discussion on commodity market dynamics and central bank policy.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
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The slide uses a political cartoon of Uncle Sam to illustrate the concept of government borrowing.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
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The slide uses a political cartoon to illustrate the thesis that honesty regarding debt repayment leads to market exclusion.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
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The slide uses a New Yorker-style cartoon to illustrate the political tension between the ECB and the Bundesbank.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
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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 Hunter1 hit
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The slide serves as a transition to a video clip.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
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The slide uses a screenshot of a CNBC Mad Money segment to frame the subject as a 'villain' or negative influence in the context of investor behavior.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
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The slide uses a visual pun on 'bubbles' to discuss stock market valuations.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
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The slide serves as a multimedia reference to support the thesis about stock market disconnects from fundamentals.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
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The slide uses a screenshot of an equity research report to validate the author's argument about valuation methodologies.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
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The image of skyscrapers above clouds serves as a metaphor for 'bubble' valuations.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
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The slide serves as a transition to a video clip, using a specific company (athena) as a case study for the lack of operating leverage in service models.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
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The slide uses a metaphor-analogy framework to debunk a competitor's positioning.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
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The slide serves as a transition or context-setting page for a video presentation.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
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The slide uses a technical architecture diagram to explain the complexity of hospital software ecosystems.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses social proof (logos of prestigious hospitals) to validate the claim of market leadership.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a satirical cartoon to frame the preference for monolithic systems over modular ones.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide serves as a placeholder for a video presentation.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a video link as a primary source of evidence for the narrative.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a pun on 'bear case' by showing a doctor giving a teddy bear to a patient.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide serves as a placeholder for a video clip, providing context on the threat of hospital consolidation to athenahealth's physician-based customer base.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a pun 'Schtimulation' referring to the 2009 stimulus bill.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a video link and a quote/reference to the CEO to frame a business threat.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a video clip as a primary piece of evidence to frame the CEO's stated intentions as a business risk.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide serves as a placeholder for a video clip.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit