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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 60,568
Current window 21,061-21,090
Pages 2,019
Rows per page 30
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21,061-21,090 of 60,568

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57
The slide highlights a 2.7% reserve ratio for the specified book.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
58
The slide argues that the company has insufficient loss reserves relative to its high-risk exposure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
03
The slide uses a 'before-after' or 'problem-solution' framing across three key pillars.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
The slide uses a Peloton UI aesthetic to present financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Early Struggles1 hit
12
The slide uses a Peloton exercise bike interface as a thematic background for financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
13
The slide uses a hub-and-spoke diagram to illustrate product diversification.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
16
The slide uses a Peloton-themed UI overlay (leaderboard, workout metrics) to present financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
20
The slide uses a Peloton-themed UI overlay (leaderboard, workout metrics) to present the benchmarking data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
21
Includes a leaderboard sidebar and exercise-themed dashboard UI elements.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
22
Includes a leaderboard sidebar and a Peloton-themed dashboard footer.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
23
The slide uses a Peloton-themed UI overlay (leaderboard and workout stats) as a stylistic background.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
26
The slide uses a Peloton workout interface as a visual metaphor for the company's leadership transition.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
27
The slide uses a 'Peloton-style' UI overlay to frame a cartoon, likely used as a humorous transition or icebreaker.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
29
The slide uses a Peloton workout interface as a thematic background.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
17
The slide uses red dashed boxes to highlight specific rows for replacement by the shareholder slate.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
Uses ISS QuickScore 2.0 as an external authority to critique board independence.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
Uses a 'before-after' style logic to show the gap between potential and actual margins.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
The slide uses a 'before-after' logic to highlight the delta between actual performance and potential performance.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
11
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
12
The slide provides a summary of valuation metrics for the European auto parts sector as of May 2023.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
16
The table uses a heatmap-style color coding where red indicates positive inflation and green indicates deflation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
17
The slide includes a disclaimer that figures are Greenlight Capital estimates.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
18
The slide uses a valuation range of 2.9B to 4.3B euros based on the calculated multiples.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
25
The slide uses a table format to rank competitors across multiple dimensions, highlighting the subject company's strong market position.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
34
The slide presents a financial model projection for a growth company, highlighting the transition from negative to positive margins.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
36
The slide defines 'profitless tech' as companies with >$2.5B market cap, no history of profitability, expected to be unprofitable in 2023, and profitable in 2025.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
42
The slide uses a 'free option' narrative to frame the valuation gap.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
43
The slide explicitly notes that 2026 estimates are 30-40% higher than consensus.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
44
The slide highlights that Reese trades at significantly lower multiples than its peers.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
09
The table compares current market valuation against intrinsic, tax-efficient, and mid-term scenarios.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit