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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 63,781-63,810
Pages 2,643
Rows per page 30
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18 30 60

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63,781-63,810 of 79,264

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10
The slide includes a stock price chart for SOLB BB and mentions a recent corporate restructuring.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Problem1 hit
13
The chart highlights that Soda Ash and Derivatives is the largest segment at 43%.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Problem1 hit
19
The chart displays a highly fragmented market with many small players.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
22
The slide provides a historical analysis of commodity pricing trends.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
23
The slide uses a dual-chart layout to contrast regional soda ash price stability against broader commodity volatility.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
24
The slide provides a breakdown of capacity changes (in million mtpa) and contextualizes the impact of Chinese supply versus other global regions.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
26
The chart uses a dual-axis combination of bar (capacity/demand) and line (utilization percentage).Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
27
Includes a pie chart showing segment breakdown and a combo chart showing revenue, EBITDA, and margin trends.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model1 hit
29
The slide uses a stacked bar chart to compare total market capacity vs. Solvay's regional capacity breakdown.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model1 hit
32
Includes a pie chart showing segment contribution to total net sales and a combo chart for financial trends.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model1 hit
36
The chart combines a bar chart for revenue/EBITDA and a line chart for EBITDA margin, with an inset pie chart for segment composition.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
40
Includes pro forma financial data and consensus estimates for 2024.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials1 hit
41
The slide uses a visual hierarchy to show three equal buckets of capital allocation.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials1 hit
43
The slide presents a table of 2028 targets and mentions dividend policy.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials1 hit
44
The slide uses a mix of historical data (2022-2023), estimates (2024E), and long-term targets (2028).Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials1 hit
03
The chart highlights a significant trend of capital moving from active to passive management, with a notable divergence in recent years.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
07
The chart includes an annotation arrow indicating that 'Expensive stocks went up the most'.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
11
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
12
The slide provides a summary of valuation metrics for the European auto parts sector as of May 2023.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
17
The slide includes a disclaimer that figures are Greenlight Capital estimates.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
18
The slide uses a valuation range of 2.9B to 4.3B euros based on the calculated multiples.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
20
The chart uses a gradient background and includes a specific data point callout in the text below the chart.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
28
The chart includes a trend line indicating the CAGR.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
34
The slide presents a financial model projection for a growth company, highlighting the transition from negative to positive margins.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
36
The slide defines 'profitless tech' as companies with >$2.5B market cap, no history of profitability, expected to be unprofitable in 2023, and profitable in 2025.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
37
The slide uses a cartoon to illustrate the speculative nature of the valuation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
38
The slide uses a photo of Cathie Wood to anchor a hypothetical valuation scenario.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
42
The slide uses a 'free option' narrative to frame the valuation gap.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
43
The slide explicitly notes that 2026 estimates are 30-40% higher than consensus.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
44
The slide highlights that Reese trades at significantly lower multiples than its peers.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit