slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 26,611-26,640
Pages 10,128
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Component
26,611-26,640 of 303,834
08
The slide uses a table to illustrate household assets and liabilities, followed by a narrative analysis of interest rate exposure.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter2 hits
34
The slide uses a still from the movie 'Airplane!' as a visual pun on 'Lessor'.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal2 hits
50
The chart highlights the GECAS and AerCap Pro Forma entities as the market leaders.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
01
Includes Greenlight Capital logo and speaker/date details.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 2 hits
16
The slide uses a timeline to illustrate that major revenue-generating products are not facing immediate patent cliffs.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire2 hits
09
The chart highlights the specific decline of the coal segment (blue) over time.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need2 hits
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The chart highlights a significant drop in demand, with a specific annotation pointing to the 2025 forecast.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test2 hits
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CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 2 hits
68
Includes a Non Sequitur comic strip as a visual metaphor for supply and demand.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 2 hits
70
The chart uses a dual-axis approach to compare two different commodities with different price scales.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 2 hits
54
The slide uses a dual-axis chart to create a visual 'V' shape that obscures the fact that the final price ($55.84) is lower than the starting price ($79.68).Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory2 hits
99
This slide serves as a concluding summary for an investment thesis presentation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal2 hits
100
The slide uses a 'Putting It All Together' header to synthesize previous analysis into a core problem statement.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal2 hits
101
The slide references a specific research note and an anecdotal report regarding inventory manipulation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal2 hits
102
Uses a Q&A format to frame the contradiction between analyst observation and management denial.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal2 hits
103
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal2 hits
104
Slide 104 of a presentation, likely part of a short-selling or activist investor thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal2 hits
108
The slide uses the 'villain_critique' pattern to suggest that insider selling is a negative signal about the company's future prospects.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal2 hits
109
The slide uses a 'follow the money' heuristic to challenge the company's reported earnings.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal2 hits
02
Solvay SA (SOLB BB)Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 2 hits
03
The slide uses a cartoon as a rhetorical device to pivot the discussion.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 2 hits
05
The slide uses a humorous cartoon to transition into a discussion about market opportunities during downturns.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 2 hits
06
The slide uses a photo of Warren Buffett to establish a historical precedent for the current market environment.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 2 hits
11
The slide uses a simple hub-and-spoke style diagram to show the corporate restructuring.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Problem2 hits
12
Solvay SA (SOLB BB)Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Problem2 hits
13
The chart highlights that Soda Ash and Derivatives is the largest segment at 43%.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Problem2 hits
22
The slide highlights a 60% reduction in potential new capacity compared to 2008.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate2 hits
29
The slide uses a line chart for historical price ratios and a stacked bar chart to illustrate the impact of carbon taxes on marginal production costs.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
39
The slide highlights Teck's diversified mining portfolio.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
01
The slide includes introductory remarks about the conference format.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 2 hits