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The slide includes a critical commentary on the company's branding and market positioning.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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Highlights the razor/razor blade business model and key growth statistics.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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The slide displays product images with associated model names and price points.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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The slide uses a logo-grid layout to display the company's diverse brand ecosystem.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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The slide provides a snapshot of financial metrics including stock price, market cap, enterprise value, and various forward-looking multiples.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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The chart uses a gradient background and callout boxes to correlate stock performance with specific business events.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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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
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The slide uses quotes from management and external commentators to build a narrative around the company's valuation thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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This slide appears to be part of a presentation by Greenlight Capital regarding their short thesis on Green Mountain Coffee Roasters (GMCR).Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a map overlay to show specific land parcels available for development.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a map of Florida with red annotations to draw attention to specific geographic areas.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The map shows specific project locations relative to major cities and the airport in the Florida Panhandle and North Florida region.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
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The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a direct quote from a corporate filing to establish the project's baseline parameters.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide includes a primary map with a legend and an inset map showing regional road access.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a map-based visualization to show real estate development progress.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a Google Earth satellite image to provide geographic context for a real estate development.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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Uses Google Earth imagery.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide highlights a significant prison population percentage.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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Source citation provided at the bottom right.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a Google Earth satellite image to provide geographic context for a real estate development project.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit