slides · global inventory
Transition
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 16,656
Current window 5,791-5,820
Pages 556
Rows per page 30
Slide function
5,791-5,820 of 16,656
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AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Setup1 hit
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The slide uses a still from the movie 'Airplane!' as a visual pun on 'Lessor'.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
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The slide uses a cartoon to lighten the mood before discussing industry profitability.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
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AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The melting ice block is a visual metaphor, likely representing a crisis or economic instability.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide serves as a transition to a deep dive on athenahealth, framing the author's short position as a valuation-based critique rather than a personal attack.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
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Uses a wedding metaphor to describe a corporate M&A transaction.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
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Uses a metaphor of an 'ex-boyfriend' to describe the corporate divestment.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · InterestLoop · Logic Chain1 hit
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The cartoon serves as a visual metaphor for the risks/rewards of crop science research.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle1 hit
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Cartoon by Liana Finck.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
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Uses the Billy Mays 'But wait, there's more' meme to build anticipation for further valuation analysis.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The cartoon depicts a disembodied head asking to join a table, serving as a metaphor for adding a 'piece' to the valuation analysis.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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Uses a PSY Gangnam Style cartoon to illustrate the 'hot' theme.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
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The cartoon serves as a rhetorical device to question the company's focus.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 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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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
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The slide uses a pop-culture image to establish a thematic tone before transitioning to serious business content.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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The image is a cultural reference used to illustrate the 'boom and bust' nature of the industry being discussed.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide serves as a transition to a deep dive into a specific company.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
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Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Problem1 hit
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Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
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The slide uses a visual metaphor of Thomas Edison and a lightbulb to lead into a discussion about energy infrastructure.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The image of a 1982 penny is a common metaphor for the transition from copper to zinc in US coinage, used here to prompt a discussion on material substitution.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
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Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
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Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses a simple visual metaphor to bridge the previous content to the valuation section.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses a visual metaphor of a gasoline car vs an electric car to set up a future comparison.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a playful, informal tone to build curiosity about a stock recommendation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a casual, conversational tone to introduce a new subject.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit