slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 26,641-26,670
Pages 10,128
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26,641-26,670 of 303,834
15
The slide uses a visual breakdown of percentages for Soda Ash applications and highlights Bicar as a distinct, higher-value derivative.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
17
The slide uses a process diagram to contrast two production methods and their respective market shares.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
19
The chart displays a highly fragmented market with many small players.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
20
The slide uses a map-based visualization to explain why soda ash is a regional rather than global commodity.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
21
The chart uses a waterfall-style cost curve to visualize supply capacity vs. cost per ton.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
22
The slide provides a historical analysis of commodity pricing trends.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
23
The slide uses a dual-chart layout to contrast regional soda ash price stability against broader commodity volatility.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
24
The slide provides a breakdown of capacity changes (in million mtpa) and contextualizes the impact of Chinese supply versus other global regions.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
25
The chart uses an index where Jan 2018 = 100.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 2 hits
26
The chart uses a dual-axis combination of bar (capacity/demand) and line (utilization percentage).Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 2 hits
27
Includes a pie chart showing segment breakdown and a combo chart showing revenue, EBITDA, and margin trends.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model2 hits
28
The slide uses a cartoon to bridge the topic of teeth whitening (peroxide) and business segments.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model2 hits
30
The slide uses a visual breakdown of revenue segments (40%, 20%, 10%, 30%) and highlights specific strategic advantages like HPPO mega plants and semiconductor industry leadership.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model2 hits
32
Includes a pie chart showing segment contribution to total net sales and a combo chart for financial trends.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model2 hits
33
The slide uses visual examples to illustrate the diverse applications of Highly Dispersible Silica (HDS).Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 2 hits
34
The cartoon is used as a metaphor for the solvent business; the slide transitions from humor to a serious business recommendation.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 2 hits
35
The slide uses a Sidney Harris cartoon to lighten the tone while describing a complex, residual business segment.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 2 hits
36
The chart combines a bar chart for revenue/EBITDA and a line chart for EBITDA margin, with an inset pie chart for segment composition.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 2 hits
37
Solvay SA (SOLB BB)Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 2 hits
38
The slide uses a dashboard-style layout for key financial metrics followed by a narrative summary.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials2 hits
40
Includes pro forma financial data and consensus estimates for 2024.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials2 hits
42
Solvay SA (SOLB BB)Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials2 hits
43
The slide presents a table of 2028 targets and mentions dividend policy.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials2 hits
44
The slide uses a mix of historical data (2022-2023), estimates (2024E), and long-term targets (2028).Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials2 hits
01
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
04
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
06
Uses a process diagram to show the impact of shareholder pressure on corporate governance and strategy.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
01
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor 2 hits
07
The chart uses a normalized index (100%) starting point to compare relative performance.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
12
The slide uses a bar chart to visually demonstrate the scale of Taobao relative to Western peers.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet2 hits