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Matching slides 18,554
Current window 10,831-10,860
Pages 619
Rows per page 30
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10,831-10,860 of 18,554

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01
Slide 1
This slide functions as a direct response to a press release issued by the target company (AGO) following the Sohn Investment Conference presentation.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
06
Includes a cartoon illustrating the concept of 'AAA status' as a form of validation.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
07
The slide uses a cartoon to set a narrative tone about the historical success and eventual downfall of bond insurance.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide uses a political cartoon as a metaphor for market bubbles and corporate risk-taking.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
15
The slide uses a satirical cartoon to frame the company's response to a credit rating downgrade as petulant or defensive.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
26
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
39
The slide uses a juxtaposition of a pop culture reference (West Side Story) and a photo of hurricane damage to frame the severity of the event.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
49
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
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
62
The slide uses a cartoon to frame a critique of a company's financial health and the necessity of regulatory oversight.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
25
The slide includes a quote from an annual report and a commentary on the company's strategic shift toward shale.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
28
The slide includes a quote from an annual report and a commentary on the company's strategic intent regarding the LNG boom.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
31
The cartoon serves as a rhetorical device to question the company's focus.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
35
The cartoon serves as a visual break; the text below it provides a brief, somewhat disconnected business context.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
38
The slide uses humor to preemptively address a potential misconception about the company's growth profile.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
44
The cartoon is a play on the 'Send more money' trope, modified to 'Send more rocks'.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
47
The slide uses a screenshot of a UBS report to point out a specific factual error in their analysis.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
48
The slide uses a cartoon as a metaphor for market cycles to frame the company's business model.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
50
The slide uses a 'gotcha' style to highlight the inaccuracy of expert market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
52
The slide uses a sarcastic tone to highlight a pattern of failed market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
59
The cartoon serves as a metaphor for investors paying too much for earnings that may not meet expectations.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
62
The slide uses a news clipping and a company logo to frame a critique of capital allocation strategy.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
03
The slide uses a cartoon as a rhetorical device to pivot the discussion.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
20
The slide is a reproduction of a report cover page.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
23
The slide uses a satirical cartoon to highlight the difficulty and controversy of getting mining projects approved.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
29
The slide uses a line chart for historical price ratios and a stacked bar chart to illustrate the impact of carbon taxes on marginal production costs.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
15
The slide uses a humorous cartoon to transition into a discussion about industry-specific cost pressures and contract structures.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 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
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
47
Includes a stock price chart and a brief personal closing remark.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit