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Matching slides 18,554
Current window 10,711-10,740
Pages 619
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10,711-10,740 of 18,554
43
The slide appears to be the start of a timeline sequence, though the timeline itself is currently empty.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
44
Uses news headlines as evidence for historical corporate events.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
46
Includes a screenshot of a news article from Skift regarding the merger.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
75
Uses precedent-based argumentation to validate a potential revenue stream.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
78
Uses news headlines as social proof/authority citation for the valuation claim.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
04
The slide uses a line chart to demonstrate the divergence of Perrigo's valuation from its historical peer group (consumer staples) toward a lower-multiple peer group (specialty pharma).Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
05
This slide is part of a larger document; it specifically analyzes the valuation gap between a standalone plan and an acquisition offer.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
10
Includes 1,614,152 shares underlying forward purchase contracts.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
07
The slide uses a 'ceo-quote-contradiction' framework to undermine management's stated rationale for avoiding dividends.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
32
The slide uses an Investopedia definition to establish the financial instrument's characteristics.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
51
The slide uses a direct quote from Apple's proxy statement to highlight the contradiction.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
This is a text-heavy cover/introductory page for a presentation.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
02
This appears to be a page from a formal presentation or document, likely a whistleblower or activist investor report, given the 'FOIA CONFIDENTIAL TREATMENT REQUESTED' footer.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
03
This slide is a transcript-style page from a presentation, likely David Einhorn's speech on Allied Capital.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
06
This is a text-heavy slide acting as a forensic analysis of financial reporting inconsistencies.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
07
The slide is a direct critique of Lehman Brothers' financial transparency, specifically regarding Level 3 assets.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
08
This is a text-heavy slide from a confidential internal document or report, likely an investigative or audit-related memo.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
71
The slide uses a direct quote from a corporate filing to establish project scope and timeline.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
85
The slide highlights 'Cutter Ridge' in the table and provides a definition for 'in development' projects.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
102
Source citation provided at the bottom right.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
117
Source cited as 2009 10-K, page 26.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
139
Cartoon by Toos.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
03
This appears to be a page from a text-heavy presentation or whitepaper.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 hit
05
This appears to be a page from a white paper or book chapter rather than a standard presentation slide.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 hit
06
This appears to be a page from a white paper or investor letter rather than a standard presentation slide.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 hit
08
The slide is entirely text-based, functioning as a narrative or opinion piece within a presentation.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
09
This appears to be a page from an investor letter or presentation, likely authored by an investor discussing macroeconomic views.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
05
This is the final page of a shareholder letter, including signature and footnotes.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
03
The slide uses the rhetorical device of repeating 'How is this possible?' to highlight management failures.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
04
Uses a series of bar charts to visually demonstrate the failure of management's projections.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit