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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

139,501-139,560 of 319,975

filter-aware
03
This is a continuation of a list (starts at point 5).Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
04
This is a research note summarizing a specific investor presentation and the subsequent management response.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
05
This slide functions as a narrative rebuttal to management's claims, highlighting inconsistencies in their public statements and their association with Lanny Davis.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
06
The slide highlights a potential regulatory misalignment between Allied's valuation practices and SEC requirements.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
07
The slide contains excerpts from Allied Capital's annual report and white paper, followed by Greenlight's commentary on Allied's regulatory stance.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
08
The slide uses direct quotes from ASR 113 and a white paper to demonstrate factual inaccuracies in the latter.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
09
The slide uses a dialogue format to expose a contradiction between Allied's claims and SEC regulatory stance.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
10
Transcript of a regulatory or legal discussion regarding fair value accounting standards.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
11
Image file not available on disk at /tmp/legacy-images/2440e3a9300a/slides/011.jpg; unable to inspect page contents.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
12
The slide uses a specific case study (Velocita) to challenge management's credibility and valuation practices.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
13
Image file not available on disk at /tmp/legacy-images/2440e3a9300a/slides/013.jpg; unable to inspect page contents.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
14
Includes footnotes 15 and 16 detailing valuation discrepancies and pari passu status.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
15
The slide uses specific examples to challenge Allied's valuation methodology.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
16
The slide uses a point-counterpoint structure to highlight a disagreement on accounting practices for distressed debt.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
17
This is a page from a research note/investor letter by Greenlight Capital regarding Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
18
This is a page from a research note/investor letter. It uses a narrative structure to build a case against Allied Capital's accounting.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
19
This is a text-heavy research note page detailing a dispute over accounting practices between Greenlight Capital and Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
20
The slide highlights a discrepancy between Allied's stated valuation methods and Greenlight's assessment of appropriate GAAP-compliant accounting.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
21
This is a page from a research note (likely a short-seller report) detailing accounting and valuation concerns.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
22
This is a page from a research note by Greenlight Capital regarding Allied Capital (ALD).Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
23
This is a page from a research note by Greenlight Capital, likely part of their short thesis on Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
24
This is a page from a research note by Greenlight Capital regarding Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
25
The slide uses a narrative structure to expose a potential contradiction between the auditor's previous assurances and the company's explanation for their absence in 2001.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
26
The slide uses a direct investigation of AICPA audit guides to debunk a specific claim made by Allied's CEO and Merrill Lynch.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
27
This slide is a text-heavy research note page, likely from a short-seller report by Greenlight Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
01
Slide 1
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Situation & Context1 hit
02
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Situation & Context1 hit
03
The table compares IEP against Berkshire, Leucadia, Loews, S&P 500, Dow Jones, and Russell 2000.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
04
The slide uses a bulleted list structure to present qualitative arguments for activism followed by quantitative performance metrics.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
05
The slide serves as a foundational narrative for the activist strategy, citing specific historical performance metrics and investment examples.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
06
The slide outlines the investment philosophy of Icahn Enterprises, emphasizing the use of activist pressure to force M&A activity among cash-rich, underperforming companies.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
07
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
08
The slide provides a snapshot of the holding company's diversified portfolio and financial health.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
09
The slide uses a hierarchical tree structure to map ownership stakes across multiple industries.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
10
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
11
The slide uses a dual-row timeline structure to show events above and below the central year-return axis.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
12
The slide uses a process-flow style layout to describe the activist investment lifecycle.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
13
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
14
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
15
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
16
Includes detailed financial table for 2012-2015 and LTM June 30, 2015.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
17
The slide combines a bar chart for performance and three tables for portfolio composition.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
18
Includes footnotes regarding acquisition timing and balance sheet reporting.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
19
Includes operational data on crude throughput and production mix.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
20
Includes a map of the US showing sales volume by state and rail distribution network.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
21
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
22
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
23
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
04
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
10
Uses a before-after-bridge style visual to connect high revenue to low margins.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
13
Uses a dot-matrix visualization to contrast losing vs. winning trading days.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
17
The slide uses a 'report card' metaphor to frame the board's failures as objective assessments.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
20
The slide uses a 2x4 grid to present a chronological narrative of failure.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
22
The slide uses a red dashed box to highlight the 'Relative Underperformance' column, emphasizing the negative impact of the current board.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
03
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
09
The slide uses a numbered list format (5-8) to continue a previous list of initiatives.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
11
Uses a red arrow to visually connect the chart to the contextualizing bullet points.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
16
Uses a 'P&G Spin' vs 'Reality' structure to frame the argument.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
38
Uses a quote from a Barclays analyst to validate the critique of the company's strategic initiative.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
44
The slide uses a timeline of product launches and a bar chart of market share to illustrate the failure of P&G's management of the Gillette brand.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · The Reveal1 hit