slides · global inventory
Frame Situation
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,219
Current window 31-60
Pages 74
Rows per page 30
Slide function
31-60 of 2,219
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
08
The slide uses a political cartoon as a metaphor for market bubbles and corporate risk-taking.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
60
The title is a pun on the CEO's name, Dominic Frederico.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
03
The slide uses a metaphorical narrative structure to introduce a topic, likely a business case study or project journey.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
10
Uses pop culture imagery to frame investor sentiment.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · InterestLoop · Logic Chain1 hit
11
Uses a humorous visual metaphor to frame an investment thesis.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
35
The cartoon depicts a scarecrow teaching a younger scarecrow about 'GMO CORN', highlighting the technological shift in farming.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
37
Uses a pop-culture metaphor (Princess Bride) to discuss M&A regulatory hurdles.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
23
The cartoon depicts the Grim Reaper at the door, with the homeowner asking if he is there to do the hedges, serving as a metaphor for avoiding an inevitable negative outcome (weak pricing).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
41
The slide uses a visual comparison to debunk the idea that there is a significant difference in the physical infrastructure of oil vs gas drilling.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
46
Uses a sports metaphor to frame a corporate strategy comparison.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
61
The cartoon is a classic visual metaphor for market cycles.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
63
The cartoon serves as a metaphor for operational backlog in the oil and gas industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
73
The slide uses a political cartoon to convey a market thesis about the decline of oil demand.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
13
Uses a metaphor (Superman/Clark Kent) to suggest that the true nature of the company is hidden in plain sight.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
48
The slide uses a cartoon as a metaphor for market cycles to frame the company's business model.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
04
The slide uses a cartoon as a rhetorical device to set up a bearish investment thesis.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
10
The slide uses a metaphorical illustration to simplify the concept of fossil fuel extraction.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
24
The slide uses a blue-tinted aesthetic to align with the L'Oréal brand imagery.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
04
Uses a cartoon illustration to convey a somber message about industry decline.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide uses a play on words 'Solv-ay' to introduce the company Solvay.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
05
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
07
Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Problem1 hit
12
The slide uses a bubble metaphor to represent speculative stocks in the electric/renewable sector.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
28
The slide uses a visual metaphor of copper wire vs. an Aluminum periodic table block to represent substitution.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
32
The slide uses a flat-design illustration to represent green energy and modern infrastructure.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
50
The slide uses a protest image to frame the public perception of coal, then provides a technical distinction to differentiate the subject matter.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
04
The slide uses a psychological concept (negative reinforcement) to explain a financial market phenomenon (divergence from fair value).Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
40
Uses a visual metaphor of a Reese's cup to explain a business integration or M&A concept.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide uses a bulleted list to outline the investment rationale.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit