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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 63,511-63,540
Pages 2,643
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63,511-63,540 of 79,264

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The slide highlights how Solvency II regulations create a capital charge that incentivizes insurers to favor sovereign debt over riskier assets like equities.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
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Includes a thesis statement regarding the investment opportunity in AerCap.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
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The slide uses a timeline diagram to correlate financial performance with strategic events.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
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The slide highlights AerCap's superior performance relative to competitors FLY, AYR, ILFC, and AWAS.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide provides a financial model summary for aircraft leasing economics.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide calculates a 13.3% ROE based on a 75/25 debt-to-equity split and a 12.5% tax rate.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide includes a table of financial data followed by explanatory text regarding risk management and recovery rates.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
46
The chart highlights AerCap's superior performance in asset disposal compared to peers who suffered significant impairments.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
47
The slide uses a bar chart combined with a data table to correlate fleet composition with fleet age.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
48
The slide uses a bar chart to illustrate the market position of ILFC relative to competitors, with text explaining the context of its acquisition and sale.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
49
The slide uses a 'gain' framing to argue that the buyer (AerCap) secured a bargain relative to the seller's (AIG/ILFC) assets.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
50
The chart highlights the GECAS and AerCap Pro Forma entities as the market leaders.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
52
AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide contains a visual box with bullet points and supporting text below it.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide uses a contrast between credit and equity market sentiment to suggest a future re-rating of the stock.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
62
The slide uses a waterfall bridge to demonstrate how specific adjustments (Revs/Doc, margins, WACC) reduce the valuation.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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The slide uses a simple list of factors leading to a valuation outcome.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
64
The slide uses a pun on the company name 'Epic' to frame them as the 'villain' or obstacle in the investment thesis.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
65
The slide highlights a stagnation in stock price over the observed period.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
66
The slide uses a 'villain' narrative to critique the company's accounting practices regarding stock-based compensation.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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The slide uses a red circle and arrow to draw attention to the 'Taxes paid related to net share settlement of stock awards' line item in the cash flow statement.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
68
The slide uses a line chart to demonstrate that while R&D expenses as a percentage of sales declined, CapEx and Capitalized software increased, suggesting accounting manipulation to protect margins.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
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The slide uses a bottom-up estimation method to derive metrics not disclosed by the company.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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The slide uses a line chart to visualize a performance gap between a stated target and an estimated actual result.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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The slide uses a table to contrast historical high-volume years with a lower-volume 2014.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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The slide uses a line chart to contrast actual performance against hypothetical growth targets to expose a performance gap.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
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The slide uses a line chart to illustrate a 'lower base' effect on future growth projections.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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The slide uses a line chart to visualize the trend of revenue growth percentages from 2012 to 2016E.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit