slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 20,851-20,880
Pages 2,019
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Component
20,851-20,880 of 60,568
19
The slide explicitly clarifies that the repatriation scenario is for illustrative purposes and not a recommendation.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
20
The slide argues that a special dividend could unlock up to $89/share in value, depending on how much the market currently discounts Apple's cash holdings.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
21
Apple Inc. (AAPL)Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
22
This slide is part of the Greenlight Capital activist campaign against Apple, specifically advocating for capital return.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
24
The slide explains the mechanics of how Apple's cash repatriation affects its tax rate and subsequent free cash flow.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
25
The slide uses a pro forma analysis to argue for capital allocation changes at Apple.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
26
Uses a thought bubble and a photo of a relaxed person to mock the 'conventional wisdom' of dividend-driven stock growth.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
27
The slide argues that dividend increases do not necessarily change the fundamental valuation (P/E) of a stock.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
37
The slide uses a simple arithmetic bridge to demonstrate the dilution effect of the proposed iPref dividend on common equity value.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
38
This slide explains the financial mechanics of the 'iPref' proposal, demonstrating a net gain for shareholders.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
40
The slide uses a simple pro forma calculation to demonstrate the dilutive effect of a proposed dividend structure.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
43
The slide uses a table to compare two scenarios (1:1 and 5:1 ratio of iPrefs to Common Stock) to argue for the safety of the proposed financial instrument.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution1 hit
48
The table compares five scenarios: Special Dividend, One-Time Repurchase, On-Going Repurchases, Double the Dividend, and iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
49
The slide uses a checkmark/cross matrix to evaluate financial strategies.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
52
The slide uses a 'Does/Does Not Mean' framework to preemptively address potential criticisms of the activist's stance.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
07
The slide is a direct critique of Lehman Brothers' financial transparency, specifically regarding Level 3 assets.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
14
The slide uses a dashed arrow to visually connect the Rural Land total to the main takeaway box.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
15
The slide uses a specific calculation to derive value per acre sold based on retained earnings and dividends.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
29
The total price per acre is highlighted with a red circle.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
30
The slide includes a red circle highlighting the total average price per acre.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
31
The slide uses a simple sensitivity analysis table to derive a valuation range based on price per acre.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
35
The slide highlights 'Total Investment in Real Estate' with a red border.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
36
The slide provides a breakdown of real estate assets and reconciles to a total investment figure.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
39
Source: 2Q 2010 10-Q (note: totals may not tie due to rounding)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Complication1 hit
41
The slide highlights a potential discrepancy between the scale of investment and the reported impairments.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
43
Source: JOE 2009 10-K. Note (1) combines multiple WaterSound locations.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
44
The table includes a subtotal and adjustments for accumulated depreciation to arrive at the total investment.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
45
The table includes a subtotal and an adjustment for accumulated depreciation to arrive at the final investment value.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
46
The table provides a comparative view of project progress and commercial potential.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
50
The slide highlights 'RiverTown' with a red box. Data includes project acres, units, and commercial entitlements.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit