slides · global inventory
27 Cost Of Inaction
Loop collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 31,900
Current window 9,961-9,990
Pages 1,064
Rows per page 30
Loop
9,961-9,990 of 31,900
09
The slide uses a visual metaphor of stacks of cash to represent the accumulation of overseas funds.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
10
Uses a visual metaphor of a frustrated character standing next to a large stack of boxes (inventory) and a box of cash to illustrate capital inefficiency.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
11
The slide uses a bar chart to contrast the high return of capital by IBM and TXN against the low return by AAPL.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
12
The slide uses a color-coded bar chart to contrast companies that return capital (green) against those that hoard cash (grey).Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
13
Uses a visual metaphor of an Amazon-style shopping cart to mock Dell's strategic rationalizations.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
14
Uses a 'hypocrisy' frame to highlight the contradiction between management's public rhetoric and private actions.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
45
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
46
The slide highlights a discrepancy between the technical disclosure of patent expiration in 2012 and the more aggressive, defensive stance taken in analyst Q&A.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
47
This slide uses a classic 'thesis-antithesis' structure to undermine a company's public narrative.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
48
The slide uses a legal perspective to frame a business threat.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
49
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
50
The table provides a breakdown of acquisition dates, prices, revenue, multiples, and goodwill/intangible allocations for Tully's, Timothy's, Diedrich, and Van Houtte.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
51
The slide highlights the accounting impact of the acquisition, specifically the goodwill and intangible asset allocation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
52
The slide highlights a $53.7 million increase in goodwill allocation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
53
This slide presents a critical analysis of GMCR's M&A strategy, specifically questioning the valuation of goodwill and the underlying motive of eliminating competition.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
54
The slide highlights a strategic pivot from technology to manufacturing through brand partnerships.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
55
The slide serves as a counter-argument to the potential strategy of brand partnering.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
56
The slide highlights the 'obviousness' rejection by the Patent Office and the upcoming expiration of existing patents.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
124
The slide uses a diagnostic approach to flag assets that may require impairment testing.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
125
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
126
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
02
This appears to be a page from a longer document or presentation, focusing on political economy and governance failures.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
03
This appears to be a page from a text-heavy presentation or whitepaper.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 hit
04
The slide uses a strong, argumentative tone to frame the current financial system and proposed reforms as inadequate or harmful.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
05
This appears to be a page from a white paper or book chapter rather than a standard presentation slide.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 hit
06
This appears to be a page from a white paper or investor letter rather than a standard presentation slide.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 hit
07
This appears to be a page from a long-form investment thesis or white paper, likely authored by a macro investor.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 hit
08
The slide is entirely text-based, functioning as a narrative or opinion piece within a presentation.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
09
This appears to be a page from an investor letter or presentation, likely authored by an investor discussing macroeconomic views.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
03
This is a page from a shareholder letter; the text is a continuous argument for a divestiture strategy.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit