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Matching slides 18,554
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16,771-16,800 of 18,554
03
This is a text-heavy slide from a presentation by David Einhorn (Greenlight Capital) regarding Allied Capital.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
06
This is a text-heavy slide presenting a forensic accounting critique of Lehman Brothers' financial reporting.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
88
Uses a chronological list format to highlight historical failures.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
97
Uses primary source documentation (news clippings and email excerpts) to establish a quid-pro-quo relationship.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
114
Uses a 'pay-for-performance' alignment framework common in activist investor decks.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
119
Uses a contrast-pairs framework to highlight the discrepancy between public rhetoric and internal compensation incentives.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
121
Uses a bar chart to compare original targets, threshold, revised targets, and actual performance to highlight the contradiction between stated policy and actual outcomes.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
190
Uses a 'Commitment vs. Result' framework to expose management credibility gaps.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
193
Uses a press release screenshot as primary evidence.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
01
Document-style cover (research note), text-only, no charts or tables. Includes a substantial disclaimer/disclosure block at the bottom.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
02
This is a classic 'short thesis' document, specifically highlighting accounting irregularities and valuation discrepancies.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
05
This slide functions as a narrative rebuttal to management's claims, highlighting inconsistencies in their public statements and their association with Lanny Davis.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
07
The slide contains excerpts from Allied Capital's annual report and white paper, followed by Greenlight's commentary on Allied's regulatory stance.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
10
Transcript of a regulatory or legal discussion regarding fair value accounting standards.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
12
The slide uses a specific case study (Velocita) to challenge management's credibility and valuation practices.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
15
The slide uses specific examples to challenge Allied's valuation methodology.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
17
This is a page from a research note/investor letter by Greenlight Capital regarding Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
19
This is a text-heavy research note page detailing a dispute over accounting practices between Greenlight Capital and Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
20
The slide highlights a discrepancy between Allied's stated valuation methods and Greenlight's assessment of appropriate GAAP-compliant accounting.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
21
This is a page from a research note (likely a short-seller report) detailing accounting and valuation concerns.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
23
This is a page from a research note by Greenlight Capital, likely part of their short thesis on Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
24
This is a page from a research note by Greenlight Capital regarding Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
26
The slide uses a direct investigation of AICPA audit guides to debunk a specific claim made by Allied's CEO and Merrill Lynch.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
15
Uses a red dashed oval to highlight the 'organic growth' and 'no M&A' claims as part of an activist campaign to expose broken promises.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
24
Uses a 'before-after' or 'expose' style layout where the company's own source material is used against them.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
30
The slide uses a highlighted excerpt from a 2006 press release to provide evidence for the acquisition metrics.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Cite PrecedentLoop · Aha Moment1 hit
43
Uses a timeline from a Huntsman investor deck as the primary evidence to be debunked.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
01
The quote is used to contrast the 'String of Pearls' strategy with the current merger strategy.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
04
The slide argues that Autodesk's valuation discount is a result of poor performance and governance issues, specifically citing misleading billings practices.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
334
Uses the famous Brandeis quote to justify the activist intent of the presentation.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Closing AskLoop · Cost Of Inaction1 hit