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68,641-68,670 of 110,471
72
The slide uses a bottom-up estimation method to derive metrics not disclosed by the company.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
81
The slide uses red strikethrough lines over logos to visually emphasize the loss of specific clients.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
37
The slide provides a high-level overview of the legislative mechanism used to manage Puerto Rico's debt restructuring.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
17
The slide uses a timeline visual to suggest extended market exclusivity for specific products.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
20
Includes a cartoon illustrating the concept of product differentiation beyond patents.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
18
The slide uses a Minecraft screenshot as a humorous or illustrative visual for 'mining'.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
26
The slide provides a high-level summary of a DCF model, including reserve volume, pricing, costs, capex, and WACC, resulting in a $3 billion valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
38
The table uses color coding to distinguish between May 2015 (yellow) and November 2015 (orange) DCF valuations.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
49
The slide includes a narrative note about the drilling restart timing and a source citation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
68
Includes a Non Sequitur comic strip as a visual metaphor for supply and demand.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
80
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
50
The slide uses a 'gotcha' style to highlight the inaccuracy of expert market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
35
Includes a cartoon illustration of a 'wishing well' with a disclaimer sign, likely used for humor regarding the speculative nature of undeveloped reserves.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
61
The slide provides both a high-level bulleted list of assumptions and a detailed paragraph explaining the methodology behind the DCF calculation.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
64
The slide uses a 'high case' scenario to demonstrate that even with optimistic assumptions, the stock is overvalued.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
71
Pioneer Natural Resources (PXD)Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
04
The slide includes a screenshot of the Peloton UI and bullet points summarizing the company's value proposition.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Humble Origins1 hit
05
The slide uses a UI metaphor of a Peloton workout screen to present business highlights.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Humble Origins1 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
03
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
07
Uses a structured list format to categorize misrepresentations into False statements, Disingenuous criticism, and Misleading quotations.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
08
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
09
Includes a comparison of 'Value of Property Sold' vs 'Revenue Mix' and a breakdown of sales by category.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 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
03
This is an activist investor presentation slide from Third Point regarding Yahoo.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
07
The chart uses a normalized index (100%) starting point to compare relative performance.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
The slide uses a bulleted list to outline the investment rationale.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
09
The table compares current market valuation against intrinsic, tax-efficient, and mid-term scenarios.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
12
The slide uses a bar chart to visually demonstrate the scale of Taobao relative to Western peers.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
13
This is a classic activist investor slide (Third Point) framing the problem as 'failed management' and the solution as 'new leaders'.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit