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
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Pages 2,019
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20,971-21,000 of 60,568
05
The slide provides a snapshot of market cap and enterprise value, followed by context on the company's strategic shift away from chemicals.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · InterestLoop · Logic Chain1 hit
31
Bayer AG (BAYN)Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
41
The slide uses a scenario-based approach to demonstrate value beyond the headline price.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
42
The slide uses a cartoon to metaphorically represent the synergy between the two companies.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
44
The slide calculates an adjusted P/E of 11.7x based on an adjusted EPS of $10.97.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
45
The term 'Wedding cake' refers to the stacking of financial projections (Bayer + Monsanto + Synergies).Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
05
The slide presents a standard valuation bridge calculation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
17
Includes a historical photo of a Consolidation Coal Co. facility.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
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CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
20
Slide 20 of a presentation, likely from an investor deck.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
24
The slide highlights the impact of zero-based budgeting on operational costs.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
25
The slide includes a specific EBITDA projection and a source citation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
29
The slide provides a valuation bridge for CONSOL's interest in CONE Midstream (CNNX).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
35
The table highlights the $20.66 Capex per BOE column, showing negative values at lower oil prices.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
37
The slide uses a negative value to highlight 'Value destruction' of $3.37 per BOE.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
38
The table uses color coding to distinguish between May 2015 (yellow) and November 2015 (orange) DCF valuations.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
40
The slide uses a 'Value destruction' callout to highlight negative net present value.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
42
The slide highlights the discrepancy between volume output and revenue generation across different well types.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
51
The slide uses a peer benchmarking table to validate a DCF-derived valuation against market-implied values.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
75
The table highlights the sensitivity of the valuation to market variables, with a specific focus on the 8.4% WACC and 0% premium scenario.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
81
Includes detailed footnotes explaining methodology for cost of capital, commodity pricing, and operational expenses.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
82
Includes operational metrics like Capex, Reserves, Production, Revenues, Opex, EBITDA, and After-tax cash flow.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
84
The table includes key metrics such as Capex, Reserves, Production, Revenues, Opex, EBITDA, and After-tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
85
The table includes operational metrics like Capex, Reserves, and Production alongside financial metrics like Revenues, Opex, EBITDA, and After-tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
86
The table displays annual financial data including Capex, Reserves, Production, Revenues, Opex, EBITDA, and After-tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
87
The table displays annual financial metrics including Capex, Reserves, Production, Revenues, Opex, EBITDA, Cash flow, and After tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
88
The table displays annual financial metrics including Capex, Reserves, Production, Revenues, Opex, EBITDA, Cash flow, and Cash tax.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
89
The table displays annual financial metrics including Capex, Reserves, Production, Revenues, Opex, EBITDA, Cash flow, and Cash tax.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
90
The table displays annual financial metrics including Capex, Reserves, Production, Revenues, Opex, EBITDA, Cash flow, Cash tax, and After tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
91
The slide is labeled B-10, indicating it is an appendix page.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit