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Matching slides 118,471
Current window 74,281-74,310
Pages 3,950
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74,281-74,310 of 118,471

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Cartoon by Liana Finck.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
34
Includes a satirical cartoon about GMO corn.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
36
The slide uses a Bizarro comic strip to introduce the concept of 'Frankenfood' and public resistance to GMOs.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
37
Uses a pop-culture metaphor (Princess Bride) to discuss M&A regulatory hurdles.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
38
The chart illustrates the limited overlap between the two companies' product portfolios.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
39
The slide uses the metaphor of 'weddings' to describe corporate mergers.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
42
The slide uses a cartoon to metaphorically represent the synergy between the two companies.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
43
The cartoon is a satirical take on genetic modification, used here to frame the R&D synergy argument.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
44
The slide calculates an adjusted P/E of 11.7x based on an adjusted EPS of $10.97.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
47
Uses a famous Hyperbole and a Half comic to make a point about M&A strategy.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
48
Bayer AG (BAYN)Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
03
The slide uses a line chart with an added arrow annotation to emphasize the downward trend.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
04
The slide serves as a post-mortem or confession of a poor investment decision.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
05
The slide presents a standard valuation bridge calculation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
06
The title is a pun on 'cold cocked'.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
07
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide uses a pun in the title and an Economist magazine cover to illustrate the decline of coal due to market and regulatory pressures.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
09
The chart highlights the specific decline of the coal segment (blue) over time.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
10
The title is a play on 'colonoscopy', implying a deep, perhaps unpleasant, examination of the coal industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
12
The slide argues for the continued necessity of coal supply despite energy transition trends.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
13
The slide highlights the regional nature of the coal industry due to shipping costs.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
15
Uses a humorous cartoon to frame the 'pain' of the industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
17
Includes a historical photo of a Consolidation Coal Co. facility.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 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
19
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
20
Slide 20 of a presentation, likely from an investor deck.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
21
The chart highlights a significant drop in demand, with a specific annotation pointing to the 2025 forecast.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
22
The chart uses a supply curve (cost vs. cumulative production) to demonstrate competitive advantage and market equilibrium.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
23
The cartoon depicts the Grim Reaper at the door, with the homeowner asking if he is there to do the hedges, serving as a metaphor for avoiding an inevitable negative outcome (weak pricing).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
25
The slide includes a specific EBITDA projection and a source citation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit