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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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Highlights the razor/razor blade business model and key growth statistics.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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The table includes GAAP-adjusted metrics (Non-GAAP Net Income and EPS) and provides a detailed source note regarding adjustments.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
12
The slide provides a snapshot of financial metrics including stock price, market cap, enterprise value, and various forward-looking multiples.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
13
The chart uses a gradient background and callout boxes to correlate stock performance with specific business events.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
68
The slide highlights the 'WaterColor' project row within a larger table of real estate development data.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
74
The slide uses a map to pinpoint the specific lot sold.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
75
The map uses color-coding to distinguish between property statuses.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
77
The slide highlights a specific data point (211 units) with a red circle.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
82
The slide highlights a significant prison population percentage.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
93
The slide uses a legal document (Special Warranty Deed) as primary evidence to substantiate a specific transaction claim.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
94
The slide uses a primary source document (Special Warranty Deed) to substantiate a specific transaction claim.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
96
The slide uses a table to contrast historical sales prices with 2010 listing prices, annotated with a blue oval to emphasize the lower price point.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
97
The slide highlights a discrepancy between the calculated market value of specific lots ($14.85M) and the company's reported carrying value ($41.77M).The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
98
The slide highlights a specific line item ($41.768M) as the carrying value for SummerCamp and CutterRidge residential real estate.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
99
The slide uses a critical tone to question the capitalization of assets.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
108
The slide uses color-coded overlays on a satellite image to visualize real estate inventory status.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
110
The table tracks progress across residential, retail, office, hospitality, and infrastructure categories.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
111
The slide uses a screenshot of a legal document to establish a comparable sale price.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
112
The slide uses a legal document (Special Warranty Deed) as evidence for a property valuation precedent.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
113
The slide highlights a discrepancy between the appraised value of specific assets ($17.8M) and the company's total carrying value ($164.5M).The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
114
The slide uses a callout to highlight a specific cell in a financial schedule.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
115
The slide uses a rhetorical question at the end to challenge the financial reporting.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
116
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
119
The table illustrates the significant write-downs taken on assets relative to their carrying value before sale.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
120
Slide 119 from a presentation deck.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
122
The slide provides data points for four specific real estate developments: Victoria Park, RiverTown, SummerCamp, and WindMark.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
123
The slide uses question marks to emphasize the lack of impairment recognition.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
124
The slide uses a diagnostic approach to flag assets that may require impairment testing.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
135
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit