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Matching slides 119,566
Current window 63,391-63,420
Pages 3,986
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63,391-63,420 of 119,566

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The slide uses a satirical cartoon to introduce the concept of negative interest rates.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
22
The slide uses a cartoon to explain market behavior regarding negative-yielding bonds.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
23
The slide uses humor (a cartoon) to transition into a serious discussion about investor behavior and regulatory impact.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
24
The slide uses a Bizarro comic strip to illustrate the 'law of unintended consequences' in financial regulation.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
25
Uses a New Yorker-style cartoon to introduce the concept of banking.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
26
The slide uses a New Yorker-style cartoon to illustrate the irony of banks rejecting deposits due to regulatory capital requirements.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
27
Uses a New Yorker style cartoon to illustrate the concept of regulatory arbitrage.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
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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 Reveal1 hit
29
The slide uses a cartoon metaphor to explain the 'Goldilocks' principle of finding the 'just right' duration for assets relative to liabilities.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
33
Uses a visual metaphor (The Hulk) to represent 'destructive forces' in the financial system.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
34
The slide uses a still from the movie 'Airplane!' as a visual pun on 'Lessor'.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
36
The slide uses a cartoon to lighten the mood before discussing industry profitability.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
38
The slide uses a cartoon metaphor ('Value Prop Plane') to introduce the concept of aircraft leasing.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
39
Includes a thesis statement regarding the investment opportunity in AerCap.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
44
The slide uses a pop-culture reference as a visual metaphor for extreme, low-probability events (tail risk).AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
51
The cartoon is used as a metaphor for tax planning/deductions.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
57
The slide uses a simple icon-based illustration to represent the physician-patient-technology interaction.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
61
The slide serves as a critique of the CEO's promotional style, framing him as a 'villain' or subject of scrutiny in the context of the presentation.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
70
The slide uses a humorous title to introduce a video clip reference regarding a company's 30% annual growth target.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
77
The cartoon illustrates the 'base effect' fallacy where a 100% increase from a low base does not recover previous losses.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
80
The slide includes a YouTube link and a formal citation for the origin of the '30% target'.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
81
The slide uses red strikethrough lines over logos to visually emphasize the loss of specific clients.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
82
The slide uses a pun 'KLAS-sick' to describe the company's poor performance in KLAS rankings.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
83
Includes a visual metaphor of a dinosaur (raptor) to represent Epic.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
85
The slide uses a video link as evidence to support a critical thesis about corporate financial reporting.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
87
The slide uses a visual metaphor of a dinosaur-shaped cloud to represent the legacy system (Epic) moving to the cloud.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
89
The slide uses a Bloomberg video clip to mock the company's leadership/valuation claims.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
04
The slide uses a cartoon as a rhetorical device to set up a bearish investment thesis.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
05
Uses a pop-culture reference (Meet the Parents) to create a lighthearted transition or introduction.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
06
The slide uses imagery of fracking-related environmental hazards to define what is NOT being discussed.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit