slides · global inventory
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Matching slides 79,264
Current window 63,601-63,630
Pages 2,643
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Component
63,601-63,630 of 79,264
14
The slide highlights a discrepancy between strong company performance (revenue growth and increased peak sales estimates) and market reaction ('the market yawned').Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
15
The slide uses a sarcastic tone to highlight the market's lack of reaction to significant upward revisions in peak sales estimates.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
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Includes a cartoon illustrating the concept of product differentiation beyond patents.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
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The slide uses a timeline to illustrate the 'durable income' thesis by showing drug lifecycle management.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
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Includes a satirical cartoon about pharmaceutical research costs and timelines.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
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The cartoon serves as a visual metaphor for 'Over-the-Counter' (OTC) products.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle1 hit
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The slide uses brand recognition to anchor the concept of 'Branded' companies, comparing them to P&G and Colgate-Palmolive.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle1 hit
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Includes a humorous cartoon about cows searching health symptoms.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle1 hit
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The cartoon serves as a visual metaphor for the risks/rewards of crop science research.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle1 hit
29
The slide uses a French title 'Qu'est-ce que c'est' (What is it) to introduce the business segments.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle1 hit
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The cartoon serves as a visual metaphor for 'barriers to entry' (the dead crows vs. the scarecrow).Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle1 hit
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Bayer AG (BAYN)Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
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Includes a satirical cartoon about GMO corn.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
40
The cartoon depicts St. Peter at the pearly gates questioning two businessmen about their merger, implying the deal is so significant it challenges traditional entry criteria.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
41
The slide uses a scenario-based approach to demonstrate value beyond the headline price.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
42
The slide uses a cartoon to metaphorically represent the synergy between the two companies.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
44
The slide calculates an adjusted P/E of 11.7x based on an adjusted EPS of $10.97.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
45
The term 'Wedding cake' refers to the stacking of financial projections (Bayer + Monsanto + Synergies).Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
46
The slide uses a literal cake to represent business segments, a creative visual choice noted in the text.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
03
The slide uses a line chart with an added arrow annotation to emphasize the downward trend.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
04
The slide serves as a post-mortem or confession of a poor investment decision.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
05
The slide presents a standard valuation bridge calculation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
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The title is a pun on 'cold cocked'.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
07
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide uses a pun in the title and an Economist magazine cover to illustrate the decline of coal due to market and regulatory pressures.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
09
The chart highlights the specific decline of the coal segment (blue) over time.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
10
The title is a play on 'colonoscopy', implying a deep, perhaps unpleasant, examination of the coal industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
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The slide argues for the continued necessity of coal supply despite energy transition trends.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
15
Uses a humorous cartoon to frame the 'pain' of the industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
17
Includes a historical photo of a Consolidation Coal Co. facility.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit