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74,311-74,340 of 118,471

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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
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The cartoon is a satirical commentary on the housing market/equity, used here as a thematic hook for a financial valuation slide.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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Includes a humorous cartoon about gas analysis to lighten the topic of legacy assets.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide provides a valuation bridge for CONSOL's interest in CONE Midstream (CNNX).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The chart visualizes the sum of parts valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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Uses the Billy Mays 'But wait, there's more' meme to build anticipation for further valuation analysis.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The cartoon depicts a man coaching a cloud of gas before an interview, implying the gas is the one doing the talking.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses maps to visualize the geographic footprint of the company's assets.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a screenshot of a CNBC news segment featuring David Einhorn to establish credibility and provide a visual hook for the critique.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The table highlights the $20.66 Capex per BOE column, showing negative values at lower oil prices.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a negative value to highlight 'Value destruction' of $3.37 per BOE.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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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
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The slide uses a cynical tone to critique market valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a 'Value destruction' callout to highlight negative net present value.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a visual comparison to debunk the idea that there is a significant difference in the physical infrastructure of oil vs gas drilling.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide highlights the discrepancy between volume output and revenue generation across different well types.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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Uses a cartoon to illustrate a counter-intuitive market observation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide highlights production growth while emphasizing management's decision to defer new investment until economics improve.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a humorous cartoon to make a point about competitive advantage regarding land ownership and royalty costs.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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Uses a sports metaphor to frame a corporate strategy comparison.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
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The cartoon depicts a classroom scene with a teacher writing simple math on the board, captioned 'When people say 'Do the math,' is this the kind of thing they're referring to?'.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
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The title is a play on the film 'Last Tango in Paris', referencing Paris, Pennsylvania.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
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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
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The slide acts as a summary conclusion for the preceding valuation analysis.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
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The slide uses a peer benchmarking table to validate a DCF-derived valuation against market-implied values.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
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Uses a cartoon metaphor to illustrate the 'half-full' vs 'half-empty' perception of two companies in the same market.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
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The chart uses a dual-axis approach to show absolute production volume (area chart) alongside relative market share (line charts).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
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CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a line chart to illustrate market volatility and the impact of low-cost gas on pricing.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a cynical title to frame the poor performance of the selected peer group.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit