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16,561-16,590 of 118,471

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The slide uses a political cartoon to illustrate the thesis that honesty regarding debt repayment leads to market exclusion.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter3 hits
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Includes a cartoon illustrating the concept of charging customers for deposits.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal3 hits
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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 · Resolution3 hits
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Slide 84 of a presentation deck.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution3 hits
06
Includes a cartoon illustrating the concept of 'AAA status' as a form of validation.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 3 hits
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 3 hits
19
Uses a Monopoly 'Chance' card illustration to metaphorically represent the loss of a revenue stream.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 3 hits
46
The slide contrasts market pricing with fiscal plan assumptions to quantify financial exposure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 3 hits
51
The slide uses a skeptical tone to question the company's accounting assumptions regarding Puerto Rico exposure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 3 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 Reveal3 hits
38
Includes a pop-culture reference image (Stewie Griffin) and logos for Steward Health Care and Griffin Hospital.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)3 hits
53
The slide serves as a placeholder for a video clip, providing context on the threat of hospital consolidation to athenahealth's physician-based customer base.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)3 hits
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The slide uses a video clip as a primary piece of evidence to frame the CEO's stated intentions as a business risk.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)3 hits
65
The slide uses a rhetorical device to critique corporate jargon by demonstrating that multiple companies use identical language to describe their 'leadership' and 'transformation' goals.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)3 hits
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)3 hits
26
The slide uses brand recognition to anchor the concept of 'Branded' companies, comparing them to P&G and Colgate-Palmolive.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle3 hits
46
The slide uses a literal cake to represent business segments, a creative visual choice noted in the text.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action3 hits
57
The slide uses a humorous headline to introduce a serious market anomaly (basis differential).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 3 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 Monster3 hits
43
The slide uses a visual metaphor of a 'Deep Water' warning sign to contrast with the 'Shale' market.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory3 hits
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)3 hits
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 Analysis3 hits
37
The slide uses a visual metaphor of barrels to represent production composition.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis3 hits
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 & Proof3 hits
22
Includes a leaderboard sidebar and a Peloton-themed dashboard footer.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success3 hits
18
The slide is intended to keep the audience engaged.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution3 hits
13
The slide uses a 2x2 grid to categorize product offerings.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 3 hits
23
The slide uses an exploded view to map specific business units to vehicle components, arguing for the 'stickiness' of the business.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle3 hits
27
The slide uses a logo grid to establish credibility and market reach.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 3 hits
03
This is an activist investor presentation slide from Third Point regarding Yahoo.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Problem (Identify pain)3 hits