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Uses a New Yorker style cartoon to illustrate the concept of regulatory arbitrage.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
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The slide contains a visual box with bullet points and supporting text below it.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide uses a simple icon-based illustration to represent the physician-patient-technology interaction.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide uses a simple list of factors leading to a valuation outcome.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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The slide uses a pun on the company name 'Epic' to frame them as the 'villain' or obstacle in the investment thesis.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
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The slide includes a critical commentary on the company's branding and market positioning.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide provides a high-level visual summary of the core product offerings, supplemented by descriptive text below the graphic.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses social proof (logos of prestigious hospitals) to validate the claim of market leadership.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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The slide uses a pun on the company name 'Epic' to describe its market size.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
60
athenahealth, Inc. (ATHN)athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
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Uses quotes from CEO and CFO to expose potential strategic uncertainty or contradiction.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide explains the rationale behind a new product launch as a defensive patent strategy.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a rhetorical question and a cited quote to frame the business risk.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide provides context for the Van Houtte acquisition and its impact on operating expense ratios.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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Slide provides financial performance metrics for GMCR in Q2 2011.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a 'causal chain' logic (Installed base x attachment rate x days) to explain revenue predictability.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide highlights a $100 million revenue outperformance.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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Uses a contrast-pairs approach to highlight the discrepancy between company narrative and analyst skepticism.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide highlights a regulatory challenge regarding disclosure requirements under Regulation S-K.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses testimonials to highlight the discrepancy between how Keurig was treated versus other clients, implying a material relationship that was not properly disclosed.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a dark background with green text, typical of investigative or 'short-seller' research presentations.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
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The slide uses a dark background with high-contrast text, typical of investigative or forensic accounting presentations.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
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This slide serves as a concluding summary for an investment thesis presentation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
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The slide uses a 'Putting It All Together' header to synthesize previous analysis into a core problem statement.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
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The slide references a specific research note and an anecdotal report regarding inventory manipulation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
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Slide 104 of a presentation, likely part of a short-selling or activist investor thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
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The slide uses a callout box to interpret the legal disclaimer text.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
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The slide uses a list format to detail specific capital raising events with corresponding share issuance data.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit