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slides · global inventory

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Matching slides 79,264
Current window 63,541-63,570
Pages 2,643
Rows per page 30
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18 30 60

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63,541-63,570 of 79,264

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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
88
The slide uses a table to contrast the selling behavior of different individuals.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
13
The slide highlights the impact of fracking on U.S. energy independence and oil prices.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
The slide uses a provocative tone ('frack addicts') to criticize the financial sustainability of the oil fracking industry.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The slide uses a sarcastic tone to critique the capital allocation strategy of oil fracking companies.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
The slide uses a dual-axis line chart to illustrate the inverse relationship between oil prices and cash burn, highlighting the industry's poor capital discipline.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
25
The slide uses a cultural reference to suggest deception in financial reporting.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
26
The slide uses a dual-axis chart to visually link the drop in oil prices to the industry's cash burn.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
30
Slide 30 from a Greenlight Capital presentation.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Funnel Analysis1 hit
31
The slide uses a New Yorker-style cartoon to mock the company's capital allocation, specifically the $2 billion equity raise.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
34
The slide uses a rhetorical question as a title to challenge the company's performance claims.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
36
The slide calculates the unit cost of reserve development by adding production to the net change in reserves and dividing total Capex by that sum.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
37
The slide uses a visual metaphor of barrels to represent production composition.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
38
The slide uses a visual metaphor of a printer printing money to illustrate the inefficiency of the business model.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
39
The chart displays a forward curve for WTI crude oil prices from June 2015 to June 2023.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
40
The slide uses a 'bridge' style logic to adjust revenue and costs to arrive at a gross cash flow figure.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
41
Uses an hourglass illustration to represent the time value of money.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
42
The slide uses a New Yorker-style cartoon to mock corporate financial guidance.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
43
The slide uses the term 'SEC-onomics' to describe the standardized measure of discounted future net cash flows.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
44
The slide demonstrates the impact of commodity price sensitivity on equity value, assuming no reserve write-downs.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
45
The table highlights specific variables in red to emphasize changes or negative impacts.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
46
The slide uses a bridge/waterfall structure to explain the valuation gap between accounting measures and market capitalization.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
48
The slide highlights the distinction between proved reserves (845 MMBOE) and recoverable resource potential (10.2 BBOE).Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
50
The slide includes a callout box highlighting the specific pricing assumptions ($90 oil, $5 gas) used for the resource potential calculation.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
53
The slide uses a Hyperbole and a Half cartoon to mock the 'bull' narrative as a repetitive, potentially dubious story.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
54
The slide exposes how accounting treatments (subsidy) can flatter operational metrics.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
55
The slide calculates an adjusted Capex figure by allocating non-drilling costs to the primary drilling program.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
58
The slide is used to critique the 'well economics' touted by management and analysts.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
59
The slide uses a 'reality check' framing to undermine external analyst optimism.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit