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Matching slides 60,568
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21,031-21,060 of 60,568
11
The slide includes a small table overlay on the chart with current price, market value, and S&P rating.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
13
The slide uses a simple table to demonstrate the net impact of recoveries on claims paid.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide highlights the impact of legal recoveries and mark-to-market reversals on the income statement.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
20
The slide uses a Beatles lyric as a title to imply that the high income levels of the past are unlikely to return.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
23
The slide uses a 'No room for losses' headline to frame the high leverage ratios as a critical risk factor.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
24
The slide uses a pun in the title to highlight the outsized exposure to New Jersey state debt.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
28
The slide highlights a contradiction between internal company ratings and external credit agency ratings for defaulted debt.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
31
The slide clarifies that the $1.3B expected loss is offset by $572M in salvage recoverables, resulting in a net reserve of $844M.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
40
Assured Guaranty (AGO)Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
41
The slide uses a benchmark-based methodology to estimate debt capacity.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
42
The slide highlights that 30% of AGO's exposure is in General Obligation bonds, which are constitutionally prioritized.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
43
The slide explains the mechanism of public corporations issuing debt supported by specific revenue streams and their vulnerability to clawbacks.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
44
The slide highlights that total exposure exceeds the company's entire capital base.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
45
The slide calculates total losses based on different recovery assumptions for AGO's insured debt portfolio.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
46
The slide contrasts market pricing with fiscal plan assumptions to quantify financial exposure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
47
The slide provides a quantitative breakdown of debt categories and their associated financial risks.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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 1 hit
52
The slide uses a waterfall-style logic to adjust the initial S&P capacity figure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
54
The slide highlights a discrepancy where internal ratings are generally higher than external credit ratings.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
55
The 'e' suffix on loss figures likely denotes 'estimated'.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
56
BIG stands for Below Investment Grade.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
45
The slide outlines a strategy to monetize these assets via sale or partnership to avoid capital expenditure.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
49
Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
57
The slide argues that consensus estimates are lagging behind commodity price increases, suggesting an earnings beat.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
58
The table highlights the $4.50/lb copper price point, which corresponds to the current forward curve.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The table highlights the 4.50 copper price point row.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
61
The slide provides a transparent view of the inputs for a DCF model, including commodity price assumptions and cost of capital parameters.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
62
The table uses a DCF model based on a specific commodity price assumption ($3.00/lb copper).Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
63
The table uses a standard NAV build-up approach for mining assets.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
64
The table uses a standard NAV build-up methodology.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit