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Matching slides 78,129
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15,541-15,570 of 78,129
54
The slide uses a contrast between credit and equity market sentiment to suggest a future re-rating of the stock.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
66
The slide uses a 'villain' narrative to critique the company's accounting practices regarding stock-based compensation.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution2 hits
10
The chart uses a dual-axis combination of bar (issuance/volume) and line (penetration percentage).Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 2 hits
26
The slide uses two bar charts to visualize projected growth from 2013 to 2030.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · The Reveal2 hits
27
The slide uses two line charts to contrast Morgan Stanley's aggressive growth projections against industry averages and inflation-adjusted trends.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · The Reveal2 hits
56
The slide uses two charts to demonstrate that the 'greenfield' opportunity for EHR adoption has been largely exhausted as incentives phase out.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)2 hits
08
The chart shows a dual-axis combination of bar (revenue) and line (margin) charts.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster2 hits
09
The slide uses two pie charts to compare revenue and EBIT distribution between Reservoir Description and Production Enhancement.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster2 hits
17
The slide highlights a valuation decoupling where UniCore-n (CLB) trades at a premium compared to peers (HAL, BHI, SLB).Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster2 hits
19
The slide uses a dual-axis chart to show the correlation between oil prices and company earnings, arguing that market expectations (consensus) are disconnected from reality.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster2 hits
32
The slide uses a red circle overlay on a bar chart to emphasize the divergence between the trend line and the actual data.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle2 hits
56
The slide argues that Core (CLB) is likely to miss consensus estimates due to international capex exposure.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory2 hits
48
The slide highlights the distinction between proved reserves (845 MMBOE) and recoverable resource potential (10.2 BBOE).Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
10
The slide includes a stock price chart for SOLB BB and mentions a recent corporate restructuring.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Problem2 hits
13
The chart highlights that Soda Ash and Derivatives is the largest segment at 43%.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Problem2 hits
19
The chart displays a highly fragmented market with many small players.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
21
The chart uses a waterfall-style cost curve to visualize supply capacity vs. cost per ton.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
22
The slide provides a historical analysis of commodity pricing trends.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
23
The slide uses a dual-chart layout to contrast regional soda ash price stability against broader commodity volatility.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
25
The chart uses an index where Jan 2018 = 100.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 2 hits
29
The slide uses a stacked bar chart to compare total market capacity vs. Solvay's regional capacity breakdown.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model2 hits
09
Includes a comparison of 'Value of Property Sold' vs 'Revenue Mix' and a breakdown of sales by category.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
11
The slide highlights the growth of the target market for Sotheby's, framing it as a structural tailwind.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
12
The slide uses a contrast-pairs approach to frame the problem of market stagnation in art relative to broader luxury goods.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
13
Uses a dual-axis chart and a stacked bar chart to illustrate the divergence between total sales and core art sales.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
14
Uses red circles and arrows to highlight the delta between 2007 and 2013 for both revenue and expenses.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
22
The slide highlights a 60% reduction in potential new capacity compared to 2008.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate2 hits
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 · Solution2 hits
43
Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
43
The slide explicitly notes that 2026 estimates are 30-40% higher than consensus.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 2 hits