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Matching slides 79,264
Current window 63,691-63,720
Pages 2,643
Rows per page 30
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63,691-63,720 of 79,264

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106
Base Case scenario; values in $M unless otherwise noted.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
107
Page D-4CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
03
The slide provides a standard financial bridge from market capitalization to enterprise value.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
04
Includes a cartoon illustration used as a visual metaphor for 'lighter' vs 'heavier' fluids.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
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The chart displays a combination of bar (revenue) and line (operating margin) data.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
07
Includes a New Yorker cartoon used as a visual metaphor for 'enhancement'.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
08
The chart shows a dual-axis combination of bar (revenue) and line (margin) charts.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
09
The slide uses two pie charts to compare revenue and EBIT distribution between Reservoir Description and Production Enhancement.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
10
The slide highlights that the stock is trading at high P/E multiples based on consensus estimates.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
11
The table highlights that Core Lab's current multiples are significantly higher than the peer average and its own prior peak multiples.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
14
The slide uses a dual-axis chart to illustrate the impact of oil price volatility on revenue, specifically pointing out a -11% drop in 2008.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
17
The slide highlights a valuation decoupling where UniCore-n (CLB) trades at a premium compared to peers (HAL, BHI, SLB).Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
18
The slide highlights the disconnect between market reality (oil price crash) and analyst optimism (earnings projections).Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
19
The slide uses a dual-axis chart to show the correlation between oil prices and company earnings, arguing that market expectations (consensus) are disconnected from reality.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
32
The slide uses a red circle overlay on a bar chart to emphasize the divergence between the trend line and the actual data.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
37
The chart uses a bar chart for revenue and a line chart for Capex to demonstrate a positive correlation over time.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
39
The slide uses a line chart to contrast historical volatility with a stagnant future outlook.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
41
The chart uses color coding (blue vs red) to distinguish historical data from projected decline.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
43
The slide uses a visual metaphor of a 'Deep Water' warning sign to contrast with the 'Shale' market.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
46
The slide uses a sarcastic tone to diminish the significance of a competitor's reported growth.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
54
The slide uses a dual-axis chart to create a visual 'V' shape that obscures the fact that the final price ($55.84) is lower than the starting price ($79.68).Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
55
The slide uses a visual contrast between blue (historical) and red (consensus) bars to challenge the 'V-shaped' narrative.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
56
The slide argues that Core (CLB) is likely to miss consensus estimates due to international capex exposure.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
57
The slide uses a comparison frame to argue that the stock is overvalued based on lower internal earnings projections.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
58
The slide uses a 10-year trailing average EPS to justify a fair value estimate.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
63
The slide uses a red oval annotation to highlight the specific quarters where the dividend exceeds the adjusted EPS.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
16
Slide contains two distinct infographic blocks comparing solar and wind copper requirements.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
21
The chart highlights a significant growth in copper demand driven by green energy transition.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
22
The slide highlights a 60% reduction in potential new capacity compared to 2008.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
25
The chart illustrates the 'Copper is the New Oil' thesis.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit