slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 74,041-74,070
Pages 3,950
Rows per page 30
Component
74,041-74,070 of 118,471
27
The slide argues that dividend increases do not necessarily change the fundamental valuation (P/E) of a stock.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
29
The slide uses a list to define the current status quo of the target company's financial strategy.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Loop · Golden Circle1 hit
31
The slide uses a visual metaphor of an app icon on an iPhone to represent the 'iPrefs' product.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
37
The slide uses a simple arithmetic bridge to demonstrate the dilution effect of the proposed iPref dividend on common equity value.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
39
The slide uses visual metaphors of stock certificates to illustrate the distribution mechanism.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
44
This slide addresses potential investor concerns regarding the risk profile of iPrefs by clarifying their equity nature.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution1 hit
46
Uses a visual metaphor of an apple pie to illustrate the 'cake' analogy mentioned in the text.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
48
The table compares five scenarios: Special Dividend, One-Time Repurchase, On-Going Repurchases, Double the Dividend, and iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
49
The slide uses a checkmark/cross matrix to evaluate financial strategies.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
51
The slide uses a direct quote from Apple's proxy statement to highlight the contradiction.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
52
The slide uses a 'Does/Does Not Mean' framework to preemptively address potential criticisms of the activist's stance.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
54
Apple Inc. (AAPL)Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
The St. Joe Company (JOE)The St. Joe Company (JOE) · 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
06
The St. Joe Company (JOE)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
13
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
24
The slide uses a map overlay to show specific land parcels available for development.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
27
Uses photographic evidence to undermine corporate claims.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Expose Contradiction1 hit
41
The slide highlights a potential discrepancy between the scale of investment and the reported impairments.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
64
The slide uses a dark background with high-contrast text, typical of a forensic or activist investor presentation.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Key Takeaways1 hit
67
The slide uses a 'bait and switch' framing: acknowledging a positive asset (WaterColor) only to dismiss its future financial relevance.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
71
The slide uses a direct quote from a corporate filing to establish project scope and timeline.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
77
The slide highlights a specific data point (211 units) with a red circle.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
85
The slide highlights 'Cutter Ridge' in the table and provides a definition for 'in development' projects.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
86
The slide highlights 'Cutter Ridge' and 'In Pre-Development' projects with red ovals. Footnote (5) explains the status of pre-development projects.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
99
The slide uses a critical tone to question the capitalization of assets.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit