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Matching slides 118,471
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74,491-74,520 of 118,471
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The cartoon depicts a businessman being flattened by a steamroller, a common metaphor for 'picking up pennies in front of a steamroller'.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a 'No room for losses' headline to frame the high leverage ratios as a critical risk factor.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a pun in the title to highlight the outsized exposure to New Jersey state debt.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a pun on 'Notorious B.I.G.' to describe the portfolio of 'Below Investment Grade' assets.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a quote from a 10-K to point out a potential conflict or unusual practice in credit rating methodology.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The illustration depicts a person inflating a large letter 'A', symbolizing the artificial inflation of grades.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide highlights a contradiction between internal company ratings and external credit agency ratings for defaulted debt.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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Source: PhD Comics by Jorge Cham.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a direct quote from a financial filing to support a claim about how internal credit ratings impact balance sheet reserves.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide clarifies that the $1.3B expected loss is offset by $572M in salvage recoverables, resulting in a net reserve of $844M.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The melting ice block is a visual metaphor, likely representing a crisis or economic instability.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The chart highlights a specific 2018 estimate point.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The chart uses a dual-axis combination of bar (GNP and Debt) and line (Debt/GNP ratio) to illustrate fiscal deterioration.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The title is a reference to Hemingway's 'The Sun Also Rises'.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide provides a high-level overview of the legislative mechanism used to manage Puerto Rico's debt restructuring.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The chart illustrates the long-term erosion of credit confidence prior to the 2017 default.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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Assured Guaranty (AGO)Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a benchmark-based methodology to estimate debt capacity.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide highlights that 30% of AGO's exposure is in General Obligation bonds, which are constitutionally prioritized.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide highlights that total exposure exceeds the company's entire capital base.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide calculates total losses based on different recovery assumptions for AGO's insured debt portfolio.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide provides a quantitative breakdown of debt categories and their associated financial risks.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a stacked card visual to represent multiple ongoing legal disputes.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a satirical cartoon to frame the argument that the company's stated reserves are inadequate compared to projected losses.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a waterfall-style logic to adjust the initial S&P capacity figure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
53
Uses the iceberg metaphor to imply hidden depth or systemic issues.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide highlights a discrepancy where internal ratings are generally higher than external credit ratings.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The 'e' suffix on loss figures likely denotes 'estimated'.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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BIG stands for Below Investment Grade.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide highlights a 2.7% reserve ratio for the specified book.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit