slides · global inventory
Fraud Exposure
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,793
Current window 241-270
Pages 227
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Framework
241-270 of 6,793
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The slide uses a combination of bulleted text and a bar chart to demonstrate the deterioration of the deal's performance.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
10
The slide uses a line chart to show stock market performance from 2007-2015 to argue against the efficacy of the wealth effect on GDP.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
66
The slide uses a 'villain' narrative to critique the company's accounting practices regarding stock-based compensation.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
67
The slide uses a red circle and arrow to draw attention to the 'Taxes paid related to net share settlement of stock awards' line item in the cash flow statement.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
68
The slide uses a line chart to demonstrate that while R&D expenses as a percentage of sales declined, CapEx and Capitalized software increased, suggesting accounting manipulation to protect margins.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
69
The slide uses a direct quote from a 10Q filing to frame a critical analysis of corporate behavior.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
73
The slide uses a line chart to visualize a performance gap between a stated target and an estimated actual result.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
75
The slide uses a line chart to contrast actual performance against hypothetical growth targets to expose a performance gap.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
77
The cartoon illustrates the 'base effect' fallacy where a 100% increase from a low base does not recover previous losses.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
85
The slide uses a video link as evidence to support a critical thesis about corporate financial reporting.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
28
The slide highlights a contradiction between internal company ratings and external credit agency ratings for defaulted debt.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
50
The slide uses a dual-axis chart to show the divergence between market reality (falling bond prices) and company reserve adjustments.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
29
The slide uses a line chart to visualize the margin expansion and text to argue that the 30% figure is unrealistic.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
19
The slide uses a dual-axis chart to show the correlation between oil prices and company earnings, arguing that market expectations (consensus) are disconnected from reality.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
24
The slide uses a quote from a 2009 report to contrast with the author's analysis of the company's history.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
32
The slide uses a red circle overlay on a bar chart to emphasize the divergence between the trend line and the actual data.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
45
The slide uses a quote from an earnings release to frame a narrative that the author intends to challenge or contextualize.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
50
The slide uses a 'gotcha' style to highlight the inaccuracy of expert market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
52
The slide uses a sarcastic tone to highlight a pattern of failed market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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 Victory1 hit
51
The slide uses a 'before-after' style critique where the original slide is presented as evidence of a lack of transparency regarding economic assumptions.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
54
The slide exposes how accounting treatments (subsidy) can flatter operational metrics.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
15
Uses a visual metaphor of spilled milk and chocolate to imply messiness/inconsistency.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
86
The slide uses red boxes to highlight key negative phrases in the analyst reports.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
07
Uses a structured list format to categorize misrepresentations into False statements, Disingenuous criticism, and Misleading quotations.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
10
The slide uses a Bloomberg terminal screenshot to provide objective, third-party data to undermine the board's narrative.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
13
Uses a dual-axis chart and a stacked bar chart to illustrate the divergence between total sales and core art sales.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
14
Uses red circles and arrows to highlight the delta between 2007 and 2013 for both revenue and expenses.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
19
Includes a visual metaphor of pills to represent the 'poison pill' defense.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The slide uses a structured list format to contrast management's capital allocation actions against negative outcomes.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit