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 63,391-63,420
Pages 2,643
Rows per page 30
Component
63,391-63,420 of 79,264
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The slide uses a simple pro forma calculation to demonstrate the dilutive effect of a proposed dividend structure.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
42
The slide uses a comparison frame to argue for the superiority of the iPref instrument over traditional dividend hikes.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution1 hit
43
The slide uses a table to compare two scenarios (1:1 and 5:1 ratio of iPrefs to Common Stock) to argue for the safety of the proposed financial instrument.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution1 hit
48
The table compares five scenarios: Special Dividend, One-Time Repurchase, On-Going Repurchases, Double the Dividend, and iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
04
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
14
The slide uses a dashed arrow to visually connect the Rural Land total to the main takeaway box.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
15
The slide uses a specific calculation to derive value per acre sold based on retained earnings and dividends.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
20
The slide uses a 'sum-of-the-parts' logic to imply that the core airport land covers the entire company valuation, making the remaining land 'free'.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
29
The total price per acre is highlighted with a red circle.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
30
The slide includes a red circle highlighting the total average price per acre.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
31
The slide uses a simple sensitivity analysis table to derive a valuation range based on price per acre.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
35
The slide highlights 'Total Investment in Real Estate' with a red border.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide provides a breakdown of real estate assets and reconciles to a total investment figure.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
37
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
38
The slide uses a dark background with high-contrast colored lines to emphasize the downward trend.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Complication1 hit
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Source: 2Q 2010 10-Q (note: totals may not tie due to rounding)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Complication1 hit
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The slide uses a dramatic headline to frame the data as a business failure.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Complication1 hit
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The slide highlights a potential discrepancy between the scale of investment and the reported impairments.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
43
Source: JOE 2009 10-K. Note (1) combines multiple WaterSound locations.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
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The table includes a subtotal and adjustments for accumulated depreciation to arrive at the total investment.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
45
The table includes a subtotal and an adjustment for accumulated depreciation to arrive at the final investment value.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
46
The table provides a comparative view of project progress and commercial potential.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
50
The slide highlights 'RiverTown' with a red box. Data includes project acres, units, and commercial entitlements.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
53
Includes a red oval highlight around the 'Cumulative Completed' residential units and lots platted.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
55
The slide highlights a specific calculation of $81,111 as the average cost to develop a lot.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
56
The slide uses a primary source document to validate a specific transaction volume and price point.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
57
The slide uses a legal document (Special Warranty Deed) as a primary source to validate a specific transaction and price point.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
62
The slide highlights a specific data point (106.3 months) to emphasize the oversupply of vacant developed lots.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide highlights a specific row in a financial schedule to derive a valuation figure.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
64
The slide uses a dark background with high-contrast text, typical of a forensic or activist investor presentation.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Key Takeaways1 hit