anlak storytelling
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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 74,521-74,550
Pages 3,950
Rows per page 30
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74,521-74,550 of 118,471

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58
The slide argues that the company has insufficient loss reserves relative to its high-risk exposure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
59
The slide uses a cartoon to lighten the tone while introducing serious financial risk concerns.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
61
The slide highlights specific state-level credit risks for AGO, contrasting Illinois and New Jersey.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
63
The slide uses a quote to imply accounting impropriety or 'dis-engineering' at AGO.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
02
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
03
The chart highlights a significant trend of capital moving from active to passive management, with a notable divergence in recent years.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
04
The slide uses a psychological concept (negative reinforcement) to explain a financial market phenomenon (divergence from fair value).Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
05
The chart uses an area-stacked style to show cumulative flows.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
07
The chart includes an annotation arrow indicating that 'Expensive stocks went up the most'.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
08
The slide uses a visual metaphor of a gasoline car vs an electric car to set up a future comparison.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
09
The slide uses a playful, informal tone to build curiosity about a stock recommendation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
10
Uses humor to highlight the lack of differentiation in a commodity-like market.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
11
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
12
The slide provides a summary of valuation metrics for the European auto parts sector as of May 2023.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
16
The table uses a heatmap-style color coding where red indicates positive inflation and green indicates deflation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
17
The slide includes a disclaimer that figures are Greenlight Capital estimates.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
18
The slide uses a valuation range of 2.9B to 4.3B euros based on the calculated multiples.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
19
The slide uses a casual, conversational tone to introduce a new subject.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
20
The chart uses a gradient background and includes a specific data point callout in the text below the chart.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
21
Uses a 'Hi and Lois' comic strip to illustrate the danger of incompetence in technical fields, serving as a metaphor for the importance of expertise in EV powertrain supply.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
22
The slide uses a product catalog style to demonstrate the company's technical capabilities and market presence.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
25
The slide uses a table format to rank competitors across multiple dimensions, highlighting the subject company's strong market position.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
28
The chart includes a trend line indicating the CAGR.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
30
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
32
The cartoon is used as a metaphor for having a 'letter' (order backlog) that guarantees future success, contrasting with the perception of being a 'loser' (profitless growth).Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
33
Includes cartoonish euro bill illustrations.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
34
The slide presents a financial model projection for a growth company, highlighting the transition from negative to positive margins.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
35
The slide uses a cartoon to highlight the subjectivity or lack of consensus in valuation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
36
The slide defines 'profitless tech' as companies with >$2.5B market cap, no history of profitability, expected to be unprofitable in 2023, and profitable in 2025.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
38
The slide uses a photo of Cathie Wood to anchor a hypothetical valuation scenario.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit