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slides · global inventory

Paragraph

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

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Matching slides 118,471
Current window 74,101-74,130
Pages 3,950
Rows per page 30
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74,101-74,130 of 118,471

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15
The slide serves as a transition to a video clip.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
17
The slide uses a screenshot of a CNBC Mad Money segment to frame the subject as a 'villain' or negative influence in the context of investor behavior.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
19
The slide highlights the reliance on relative valuation for companies with little or no profit/cash flow.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
20
The slide uses a visual pun on 'bubbles' to discuss stock market valuations.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
21
The slide serves as a multimedia reference to support the thesis about stock market disconnects from fundamentals.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
22
The slide uses a screenshot of an equity research report to validate the author's argument about valuation methodologies.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
23
The image of skyscrapers above clouds serves as a metaphor for 'bubble' valuations.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
25
The chart is a waterfall-style bridge showing the sum of two components.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · The Reveal1 hit
28
The slide illustrates a sensitivity analysis or adjustment to a third-party valuation model.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · The Reveal1 hit
30
The slide serves as a transition to a video clip, using a specific company (athena) as a case study for the lack of operating leverage in service models.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
31
The slide uses a metaphor-analogy framework to debunk a competitor's positioning.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
32
The slide serves as a transition or context-setting page for a video presentation.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
33
The slide uses a table to categorize companies and highlight that they are BPOs, not SaaS/tech firms, to justify lower P/E ratios.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
36
The slide uses a waterfall chart to bridge from a base case valuation to an adjusted valuation based on specific revenue and margin assumptions.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
37
The slide uses a rhetorical question to challenge the validity of the presented financial forecast.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
39
The chart highlights a significant projected increase in Inpatient RCM revenue by 2030.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
41
The slide uses a direct quote to undermine a third-party analyst's (Morgan Stanley) thesis.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
42
The slide uses a technical architecture diagram to explain the complexity of hospital software ecosystems.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
43
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
44
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
45
The slide uses a satirical cartoon to frame the preference for monolithic systems over modular ones.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
47
The slide uses a quote to frame a counter-argument against a specific industry belief.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
48
The slide serves as a placeholder for a video presentation.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
49
The slide uses a video link as a primary source of evidence for the narrative.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
50
The slide uses a sensitivity table to challenge Morgan Stanley's valuation assumptions, specifically highlighting a shift from $72 to $7 per share.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
51
The slide uses a waterfall chart to demonstrate the impact of specific assumption adjustments on a valuation model.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
52
The slide uses a pun on 'bear case' by showing a doctor giving a teddy bear to a patient.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
54
The slide uses the term 'Capitulation' to describe the loss of these specific customers.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
55
The slide uses a pun 'Schtimulation' referring to the 2009 stimulus bill.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
56
The slide uses two charts to demonstrate that the 'greenfield' opportunity for EHR adoption has been largely exhausted as incentives phase out.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit