slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 63,361-63,390
Pages 2,643
Rows per page 30
Component
63,361-63,390 of 79,264
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The slide uses a negative bar chart to emphasize the magnitude of the underperformance gap.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
03
Uses a 'before-after' style comparison for three distinct time periods to demonstrate a pattern of failure.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
04
The slide uses a bar-grouped chart to illustrate the compensation gap, followed by a call to action for electing new board members.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
04
The slide uses a comparative bar chart to frame Apple's cash accumulation as excessive compared to peers.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
08
The slide uses a bar chart to compare effective tax rates of major tech companies, highlighting the tax advantage of offshoring.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
11
The slide uses a bar chart to contrast the high return of capital by IBM and TXN against the low return by AAPL.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
12
The slide uses a color-coded bar chart to contrast companies that return capital (green) against those that hoard cash (grey).Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
16
The slide uses a checklist format to validate three points about Apple's financial position, supported by a pie chart showing cash distribution.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
17
The slide uses a metaphor of a cow made of money to illustrate the 'dairy business' quote.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
19
The slide explicitly clarifies that the repatriation scenario is for illustrative purposes and not a recommendation.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
20
The slide argues that a special dividend could unlock up to $89/share in value, depending on how much the market currently discounts Apple's cash holdings.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
21
Apple Inc. (AAPL)Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
22
This slide is part of the Greenlight Capital activist campaign against Apple, specifically advocating for capital return.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
24
The slide explains the mechanics of how Apple's cash repatriation affects its tax rate and subsequent free cash flow.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
25
The slide uses a pro forma analysis to argue for capital allocation changes at Apple.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
26
Uses a thought bubble and a photo of a relaxed person to mock the 'conventional wisdom' of dividend-driven stock growth.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
27
The slide argues that dividend increases do not necessarily change the fundamental valuation (P/E) of a stock.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
33
This slide outlines the specific financial instrument (iPref) proposed by Greenlight Capital to unlock value for Apple shareholders.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
34
This is part of the Greenlight Capital proposal to Apple regarding iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
35
The slide uses a combination of a bulleted summary box and supporting narrative text to justify the valuation thesis.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
37
The slide uses a simple arithmetic bridge to demonstrate the dilution effect of the proposed iPref dividend on common equity value.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
38
This slide explains the financial mechanics of the 'iPref' proposal, demonstrating a net gain for shareholders.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
05
The slide uses a 'before-after' style comparison to point out a specific $6.5 billion exposure figure.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
07
The slide is a direct critique of Lehman Brothers' financial transparency, specifically regarding Level 3 assets.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
02
The slide argues that the market is assigning a very low valuation to the core business, implying a lack of confidence in current management.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
02
The slide uses a 'before-after' logic to strip away non-core items (Alibaba stake, patent sales, etc.) to expose the underlying business decay.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
03
The slide uses a bar chart to highlight the decline in EBITDA and FCF since 2012, specifically pointing to the period after current management took over.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
04
Uses a series of bar charts to visually demonstrate the failure of management's projections.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
05
The slide uses a bar chart to visualize EBITDA erosion and includes callouts to highlight management's contradictory statements.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
06
This is a text-heavy page from a shareholder letter, likely from an activist investor (Starboard Value).Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit