slides · global inventory
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Matching slides 79,264
Current window 63,751-63,780
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63,751-63,780 of 79,264
17
The slide uses a metaphor (Sisyphus) to describe a business in a state of perpetual, futile decline.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
18
The slide highlights the impact of legal recoveries and mark-to-market reversals on the income statement.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
20
The slide uses a Beatles lyric as a title to imply that the high income levels of the past are unlikely to return.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
21
The slide uses a dual-axis chart to correlate share count reduction with buyback activity.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
23
The slide uses a 'No room for losses' headline to frame the high leverage ratios as a critical risk factor.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
24
The slide uses a pun in the title to highlight the outsized exposure to New Jersey state debt.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
25
The slide uses a pun on 'Notorious B.I.G.' to describe the portfolio of 'Below Investment Grade' assets.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
28
The slide highlights a contradiction between internal company ratings and external credit agency ratings for defaulted debt.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
31
The slide clarifies that the $1.3B expected loss is offset by $572M in salvage recoverables, resulting in a net reserve of $844M.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
34
The chart highlights a specific 2018 estimate point.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
35
The chart uses a dual-axis combination of bar (GNP and Debt) and line (Debt/GNP ratio) to illustrate fiscal deterioration.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
36
The title is a reference to Hemingway's 'The Sun Also Rises'.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
38
The chart illustrates the long-term erosion of credit confidence prior to the 2017 default.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
40
Assured Guaranty (AGO)Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
41
The slide uses a benchmark-based methodology to estimate debt capacity.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
42
The slide highlights that 30% of AGO's exposure is in General Obligation bonds, which are constitutionally prioritized.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
43
The slide explains the mechanism of public corporations issuing debt supported by specific revenue streams and their vulnerability to clawbacks.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
44
The slide highlights that total exposure exceeds the company's entire capital base.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
45
The slide calculates total losses based on different recovery assumptions for AGO's insured debt portfolio.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
46
The slide contrasts market pricing with fiscal plan assumptions to quantify financial exposure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
47
The slide provides a quantitative breakdown of debt categories and their associated financial risks.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
49
The slide uses a satirical cartoon to frame the argument that the company's stated reserves are inadequate compared to projected losses.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
50
The slide uses a dual-axis chart to show the divergence between market reality (falling bond prices) and company reserve adjustments.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
51
The slide uses a skeptical tone to question the company's accounting assumptions regarding Puerto Rico exposure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
52
The slide uses a waterfall-style logic to adjust the initial S&P capacity figure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
54
The slide highlights a discrepancy where internal ratings are generally higher than external credit ratings.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
55
The 'e' suffix on loss figures likely denotes 'estimated'.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
56
BIG stands for Below Investment Grade.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
57
The slide highlights a 2.7% reserve ratio for the specified book.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
58
The slide argues that the company has insufficient loss reserves relative to its high-risk exposure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit