anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Expose Contradiction

Slide function collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 14,162
Current window 841-870
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

841-870 of 14,162

filter-aware
06
The chart uses bubble size to represent buyback intensity relative to cash, overlaying it on P/E and price trends.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
07
The slide uses a 'ceo-quote-contradiction' framework to undermine management's stated rationale for avoiding dividends.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
08
The slide uses a bar chart to compare effective tax rates of major tech companies, highlighting the tax advantage of offshoring.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 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
15
The slide uses a 'Myth vs Reality' structure to challenge the conventional wisdom regarding capital allocation and growth.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
17
The slide uses a metaphor of a cow made of money to illustrate the 'dairy business' quote.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
26
Uses a thought bubble and a photo of a relaxed person to mock the 'conventional wisdom' of dividend-driven stock growth.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
28
The slide uses a quote to set up a 'ceo-quote-contradiction' framework, contrasting the CEO's stated values with the company's current capital allocation practices.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
51
The slide uses a direct quote from Apple's proxy statement to highlight the contradiction.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
21
The slide uses a comparison table to highlight a decline in disclosure quality, supporting a thesis of reduced transparency.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
27
Uses a stacked bar chart to contrast company claims vs. analyst estimates.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
28
The slide uses a dual-line chart with overlaid bar markers to contrast company-reported data with external estimates.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
39
The slide uses a negative thesis to challenge the company's quality.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · 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
02
This appears to be a page from a formal presentation or document, likely a whistleblower or activist investor report, given the 'FOIA CONFIDENTIAL TREATMENT REQUESTED' footer.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
03
This slide is a transcript-style page from a presentation, likely David Einhorn's speech on Allied Capital.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
04
This slide is part of a larger document (likely David Einhorn's presentation on Lehman Brothers). It uses a quote from Warren Buffett to frame the situation.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
05
The slide uses a 'before-after' style comparison to point out a specific $6.5 billion exposure figure.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
06
This is a text-heavy slide acting as a forensic analysis of financial reporting inconsistencies.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
07
The slide is a direct critique of Lehman Brothers' financial transparency, specifically regarding Level 3 assets.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
08
This is a text-heavy slide from a confidential internal document or report, likely an investigative or audit-related memo.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
09
This appears to be a page from a report or presentation criticizing Lehman Brothers' financial disclosures.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
26
The slide uses a callout box to point to a specific clause in a legal document excerpt.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Expose Contradiction1 hit
27
Uses photographic evidence to undermine corporate claims.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Expose Contradiction1 hit
41
The slide highlights a potential discrepancy between the scale of investment and the reported impairments.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
121
The slide uses a 'benefit of the doubt' calculation to show the low implied value of assets sold, suggesting the write-down was unjustified.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
123
The slide uses question marks to emphasize the lack of impairment recognition.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
127
The slide uses irony to point out a potential hypocrisy in corporate behavior.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
128
The slide uses a quote to frame a situation, likely to be contrasted with other data in the presentation.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit