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Matching slides 18,554
Current window 10,771-10,800
Pages 619
Rows per page 30
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10,771-10,800 of 18,554

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The slide features a screenshot of a Grant's Interest Rate Observer newsletter cover, used to frame a critique of the publication's brand name in the context of modern monetary policy.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Setup1 hit
06
The slide uses a satirical cartoon to highlight a cognitive bias in economic policy-making.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
11
The slide uses a dual-axis line chart to illustrate the decoupling of asset wealth and savings behavior.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
19
The slide uses a New Yorker-style cartoon to illustrate the political tension between the ECB and the Bundesbank.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
21
The slide uses a satirical cartoon to introduce the concept of negative interest rates.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
22
The slide uses a cartoon to explain market behavior regarding negative-yielding bonds.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
25
Uses a New Yorker-style cartoon to introduce the concept of banking.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
26
The slide uses a New Yorker-style cartoon to illustrate the irony of banks rejecting deposits due to regulatory capital requirements.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
27
Uses a New Yorker style cartoon to illustrate the concept of regulatory arbitrage.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
36
The slide uses a cartoon to lighten the mood before discussing industry profitability.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
51
The cartoon is used as a metaphor for tax planning/deductions.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
77
The cartoon illustrates the 'base effect' fallacy where a 100% increase from a low base does not recover previous losses.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
66
The slide uses a quote to set up a contrast between past corporate optimism and current reality.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
08
Uses a New Yorker-style cartoon as a metaphor for corporate M&A strategy.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · InterestLoop · Logic Chain1 hit
18
The slide uses a Mother Goose and Grimm cartoon to illustrate the concept of 'evergreening' or lifecycle management in the pharmaceutical industry.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
20
Includes a cartoon illustrating the concept of product differentiation beyond patents.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
24
Includes a satirical cartoon about pharmaceutical research costs and timelines.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
25
The cartoon serves as a visual metaphor for 'Over-the-Counter' (OTC) products.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle1 hit
01
Slide 1
Includes a personal congratulatory note from the presenter to the conference organizers.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
04
The slide uses a cartoon as a rhetorical device to set up a bearish investment thesis.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
16
The cartoon is by Morris. It serves as a cynical commentary on the financial model of fracking.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
The slide uses a Charles Barsotti cartoon to metaphorically describe the 'all hat and no cattle' situation of oil frackers.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
24
Uses a cartoon to illustrate the irony of oil companies being surprised by resource depletion.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
31
The slide uses a New Yorker-style cartoon to mock the company's capital allocation, specifically the $2 billion equity raise.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
33
Slide provides regulatory/technical definitions for oil and gas industry terminology.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
42
The slide uses a New Yorker-style cartoon to mock corporate financial guidance.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
47
Uses a cartoon to illustrate the concept of 'Investor Deck-onomics' as a contrast to 'SEC-onomics'.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
49
Pioneer Natural Resources (PXD)Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
62
The cartoon is a classic Sidney Harris New Yorker cartoon used to mock unrealistic business projections.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
67
The slide uses a cartoon to illustrate a point about investment strategy, specifically comparing betting on oil prices via stocks versus other instruments.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit