Matching slides 2,146
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Slide function: Cite Precedentclear collectionreset all

Slide function

571-600 of 2,146

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MSD stands for Mid-Single Digit.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
100
The slide uses a 'Truth Social' post as a source of authority to validate the investment thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
23
MSD likely stands for Mid-Single Digit or Multi-Single Digit, though in M&A context often implies a range. The slide uses a comparison frame to establish valuation benchmarks.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
39
Uses news headlines as social proof/precedent for a business strategy.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
42
Uses news headlines as social proof/precedent for valuation and market interest.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
03
The text serves as a narrative justification for calling a special meeting, citing ISS and Glass Lewis recommendations.Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
09
The slide uses a quote to establish the economic context of reduced consumer spending power.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
12
The slide uses a quote to support an economic argument about the contractionary effects of low interest rates.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
76
AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
22
The slide uses a screenshot of an equity research report to validate the author's argument about valuation methodologies.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
46
The slide uses a quote to frame a competitive loss for athenahealth, highlighting Epic's market momentum.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
78
The slide uses a V-shaped recovery pattern as an analogy for a future investment thesis.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses external analyst reports to establish a narrative of the company's market perception at the time.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
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The slide uses a quote to establish industry trends and strategic focus.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
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The slide uses a treasure chest metaphor to illustrate the 'value' of deepwater drilling.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
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The slide uses a screenshot of a CNBC interview to establish authority.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
51
The title is a reference to the game show Wheel of Fortune.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
31
The slide highlights a strategic pivot in reporting metrics by the CEO.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
57
The slide uses a patent document as evidence for a potential new product strategy.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
03
The slide uses a narrative case study to draw a parallel to the current topic.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a quote to illustrate the behavior of oil drillers as gamblers.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
51
The slide uses a direct excerpt from a court document to establish a precedent or evidence of a failed development project.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses a primary source document to validate a specific transaction volume and price point.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
71
The slide uses a direct quote from a corporate filing to establish project scope and timeline.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
81
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
93
The slide uses a legal document (Special Warranty Deed) as primary evidence to substantiate a specific transaction claim.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
95
The slide uses a screenshot of a legal document with annotations (circles) highlighting the date, the parties, and the specific lots involved.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
111
The slide uses a screenshot of a legal document to establish a comparable sale price.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
112
The slide uses a legal document (Special Warranty Deed) as evidence for a property valuation precedent.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
10
The slide acts as a transition or setup for a quote that is not yet visible on this specific page.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit