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Matching slides 60,568
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20,881-20,910 of 60,568
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The table includes GAAP-adjusted metrics (Non-GAAP Net Income and EPS) and provides a detailed source note regarding adjustments.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
17
The slide uses a standard revenue/profit buildup framework to justify a valuation thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
21
The slide uses a comparison table to highlight a decline in disclosure quality, supporting a thesis of reduced transparency.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
26
The table segments coffee into Drip (Lower/Higher End) and K-cup (Lower/Higher End) to highlight the price disparity.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
34
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
35
The table compares two business models for K-cup distribution, showing a breakdown of costs and margins.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
53
Includes a red oval highlight around the 'Cumulative Completed' residential units and lots platted.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
55
The slide highlights a specific calculation of $81,111 as the average cost to develop a lot.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
59
The slide uses a map-based visualization to show real estate development progress.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
62
The slide highlights a specific data point (106.3 months) to emphasize the oversupply of vacant developed lots.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
63
The slide highlights a specific row in a financial schedule to derive a valuation figure.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
68
The slide highlights the 'WaterColor' project row within a larger table of real estate development data.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
72
The table highlights WaterSound projects with a red border.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
75
The map uses color-coding to distinguish between property statuses.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
76
The map uses color-coded overlays on an aerial photograph to visualize real estate inventory status.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
77
The slide highlights a specific data point (211 units) with a red circle.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
85
The slide highlights 'Cutter Ridge' in the table and provides a definition for 'in development' projects.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
86
The slide highlights 'Cutter Ridge' and 'In Pre-Development' projects with red ovals. Footnote (5) explains the status of pre-development projects.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
90
The slide highlights 'SummerCamp Beach' project with a red box.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
92
The map uses color-coding to distinguish between sold and unsold properties, with a legend provided.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
96
The slide uses a table to contrast historical sales prices with 2010 listing prices, annotated with a blue oval to emphasize the lower price point.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
97
The slide highlights a discrepancy between the calculated market value of specific lots ($14.85M) and the company's reported carrying value ($41.77M).The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
98
The slide highlights a specific line item ($41.768M) as the carrying value for SummerCamp and CutterRidge residential real estate.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
107
The table highlights WindMark Beach with a red border.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
108
The slide uses color-coded overlays on a satellite image to visualize real estate inventory status.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
110
The table tracks progress across residential, retail, office, hospitality, and infrastructure categories.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
113
The slide highlights a discrepancy between the appraised value of specific assets ($17.8M) and the company's total carrying value ($164.5M).The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
119
The table illustrates the significant write-downs taken on assets relative to their carrying value before sale.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
122
The slide provides data points for four specific real estate developments: Victoria Park, RiverTown, SummerCamp, and WindMark.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
123
The slide uses question marks to emphasize the lack of impairment recognition.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit