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slides · global inventory

Authority Citation

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

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Matching slides 2,176
Current window 691-720
Pages 73
Rows per page 30
Framework: Authority Citationclear collectionreset all
18 30 60

Framework

691-720 of 2,176

filter-aware
100
The slide uses a 'Truth Social' post as a source of authority to validate the investment thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
03
The text serves as a narrative justification for calling a special meeting, citing ISS and Glass Lewis recommendations.Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
04
This is page 4 of a shareholder letter, likely from Starboard Value regarding Yahoo.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
09
The slide uses a quote to establish the economic context of reduced consumer spending power.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
76
AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
50
The slide uses a quote to establish a philosophical alignment with the target company's leadership style.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
03
The slide uses a personal anecdote to establish credibility and set the stage for a short-selling thesis.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
04
The slide uses the cover of David Einhorn's book 'Fooling Some of the People All of the Time' to establish credibility and set the stage for a new short thesis.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
30
The slide uses a direct quote from a financial filing to support a claim about how internal credit ratings impact balance sheet reserves.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
22
The slide uses a screenshot of an equity research report to validate the author's argument about valuation methodologies.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
43
The slide uses social proof (logos of prestigious hospitals) to validate the claim of market leadership.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
16
The slide uses external analyst reports to establish a narrative of the company's market perception at the time.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
30
The slide uses a quote to establish industry trends and strategic focus.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
33
The slide uses a treasure chest metaphor to illustrate the 'value' of deepwater drilling.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
42
The slide uses CEO quotes to validate the thesis of North American market growth.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
49
The slide uses a screenshot of a CNBC interview to establish authority.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
18
Uses direct quotes from earnings calls to support the thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
60
The slide uses a rhetorical question and a cited quote to frame the business risk.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
63
The slide uses an expert testimonial to support a market penetration thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
18
The slide uses a quote to illustrate the behavior of oil drillers as gamblers.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
51
The slide uses a direct excerpt from a court document to establish a precedent or evidence of a failed development project.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
56
The slide uses a primary source document to validate a specific transaction volume and price point.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
71
The slide uses a direct quote from a corporate filing to establish project scope and timeline.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
81
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
93
The slide uses a legal document (Special Warranty Deed) as primary evidence to substantiate a specific transaction claim.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
95
The slide uses a screenshot of a legal document with annotations (circles) highlighting the date, the parties, and the specific lots involved.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
03
The text uses a 'precedent' argument to justify short-term earnings pressure for long-term value creation.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
28
The slide includes a screenshot of a Peloton investor presentation slide, which itself contains a bar chart and a leaderboard UI element.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
10
The slide acts as a transition or setup for a quote that is not yet visible on this specific page.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
11
The slide contains a visual quote block and a redundant text block below it with a source citation.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit