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slides · global inventory

Quote

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,645
Current window 6,751-6,780
Pages 355
Rows per page 30
Component: Quoteclear collectionreset all
18 30 60

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6,751-6,780 of 10,645

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20
The slide uses the company's own disclosure to undermine their reliance on float income for performance metrics.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
29
The slide uses a combination of historical data and management guidance to support a bullish growth thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
35
The slide uses a quote from the CEO to validate the thesis that the company can reach the Rule of 40.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
68
Uses a quote from the Tripadvisor CFO to validate the thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
100
The slide uses a 'Truth Social' post as a source of authority to validate the investment thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
32
The slide uses a quote from the Tripadvisor CFO to validate the investment thesis regarding margin expansion.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
04
This is page 4 of a shareholder letter, likely from Starboard Value regarding Yahoo.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
05
The slide uses a quote from the CEO to highlight a perceived contradiction in management's transparency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · SatisfactionLoop · Cost Of Inaction1 hit
03
The slide uses a quote to preemptively address the 'unfamiliarity' of the proposed financial instrument (perpetual preferred stock).Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
07
The slide uses a 'ceo-quote-contradiction' framework to undermine management's stated rationale for avoiding dividends.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
15
The slide uses a 'Myth vs Reality' structure to challenge the conventional wisdom regarding capital allocation and growth.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
17
The slide uses a metaphor of a cow made of money to illustrate the 'dairy business' quote.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
28
The slide uses a quote to set up a 'ceo-quote-contradiction' framework, contrasting the CEO's stated values with the company's current capital allocation practices.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
47
The slide uses a famous quote to bridge the gap between academic financial theory and the practical reality of Apple's capital structure.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
50
The slide uses a quote to establish a philosophical alignment with the target company's leadership style.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
31
The slide highlights a strategic pivot in reporting metrics by the CEO.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
40
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
77
The slide uses a quote from the CFO to contrast with subsequent financial data points.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
03
This slide is a transcript-style page from a presentation, likely David Einhorn's speech on Allied Capital.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
04
This slide is part of a larger document (likely David Einhorn's presentation on Lehman Brothers). It uses a quote from Warren Buffett to frame the situation.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
02
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
07
Includes a disclaimer about the use of Disney marks at the bottom.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
08
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
19
The slide uses a direct quote to establish the company's strategic positioning and confidence in growth.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
34
The slide uses a quote to validate the company's strategic focus on land-use entitlements.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
49
The slide uses a direct quote from a corporate filing to establish the project's baseline parameters.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
81
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
118
The slide uses a direct quote from a regulatory filing to highlight a specific financial risk factor.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
128
The slide uses a quote to frame a situation, likely to be contrasted with other data in the presentation.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
03
The slide highlights a discrepancy between the Chairman's public statement and the company's reported actions.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit