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74,071-74,100 of 118,471
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Includes Greenlight Capital logo and speaker/date details.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
06
The slide shows a hub-and-spoke model where Enterprise Coordinator acts as a central integration point for various external partners and internal services, feeding into different care settings.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide highlights a 'ballistic' growth period for the stock.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a visual metaphor to suggest that the 'growth' might be an illusion or disproportionate to reality.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
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The slide is being used in a critical context, as indicated by the text below the image which challenges the company's stated targets.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
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The slide uses arrows to visually emphasize the decline between the two data points for each year.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
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The slide highlights the discrepancy between past analyst optimism and current reality.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
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The slide uses a cartoon to mock the company's reliance on 'fluffiness' rather than performance.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
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Uses a visual metaphor of a man revealing a superhero logo to emphasize the 'superhuman' or inexplicable nature of the stock performance.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
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The title is a pun on 'Cappuccino' and 'GAAP' (Generally Accepted Accounting Principles), likely setting up a critique of accounting practices.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide displays product images with associated model names and price points.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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The slide uses a standard revenue/profit buildup framework to justify a valuation thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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Uses direct quotes from earnings calls to support the thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a comparison of product images and their respective price tags to establish the 'expensive' claim.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The table compares two business models for K-cup distribution, showing a breakdown of costs and margins.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a negative thesis to challenge the company's quality.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide highlights the accounting impact of the acquisition, specifically the goodwill and intangible asset allocation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
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The slide uses a patent document as evidence for a potential new product strategy.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 the 'Razor / Razor Blade' business model as a framework to explain the impact of patent expiration.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The chart uses a color contrast (blue vs yellow) to emphasize the positive growth in the final data point.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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This slide appears to be part of a presentation by Greenlight Capital regarding their short thesis on 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 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 direct quotes and descriptions of operational manipulation to expose inventory fraud.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 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
102
Source citation provided at the bottom right.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a rhetorical question at the end to challenge the financial reporting.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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Source cited as 2009 10-K, page 26.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a 'benefit of the doubt' calculation to show the low implied value of assets sold, suggesting the write-down was unjustified.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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Cartoon by Toos.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit