slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 931-960
Pages 473
Rows per page 30
Slide function
931-960 of 14,162
13
The slide uses a simple table to demonstrate the net impact of recoveries on claims paid.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
15
The slide uses a satirical cartoon to frame the company's response to a credit rating downgrade as petulant or defensive.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
26
The slide uses a quote from a 10-K to point out a potential conflict or unusual practice in credit rating methodology.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
27
The illustration depicts a person inflating a large letter 'A', symbolizing the artificial inflation of grades.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
28
The slide highlights a contradiction between internal company ratings and external credit agency ratings for defaulted debt.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
49
The slide uses a satirical cartoon to frame the argument that the company's stated reserves are inadequate compared to projected losses.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
50
The slide uses a dual-axis chart to show the divergence between market reality (falling bond prices) and company reserve adjustments.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
51
The slide uses a skeptical tone to question the company's accounting assumptions regarding Puerto Rico exposure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
62
The slide uses a cartoon to frame a critique of a company's financial health and the necessity of regulatory oversight.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
63
The slide uses a quote to imply accounting impropriety or 'dis-engineering' at AGO.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
47
The slide uses a screenshot of a UBS report to point out a specific factual error in their analysis.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
50
The slide uses a 'gotcha' style to highlight the inaccuracy of expert market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
52
The slide uses a sarcastic tone to highlight a pattern of failed market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
54
The slide uses a dual-axis chart to create a visual 'V' shape that obscures the fact that the final price ($55.84) is lower than the starting price ($79.68).Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
55
The slide uses a visual contrast between blue (historical) and red (consensus) bars to challenge the 'V-shaped' narrative.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
62
The slide uses a news clipping and a company logo to frame a critique of capital allocation strategy.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
63
The slide uses a red oval annotation to highlight the specific quarters where the dividend exceeds the adjusted EPS.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
15
Uses a visual metaphor of spilled milk and chocolate to imply messiness/inconsistency.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
07
Uses a structured list format to categorize misrepresentations into False statements, Disingenuous criticism, and Misleading quotations.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
10
The slide uses a Bloomberg terminal screenshot to provide objective, third-party data to undermine the board's narrative.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
13
Uses a dual-axis chart and a stacked bar chart to illustrate the divergence between total sales and core art sales.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
14
Uses red circles and arrows to highlight the delta between 2007 and 2013 for both revenue and expenses.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
15
Uses visual metaphor (The Scream) to ridicule management's narrative.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
17
The slide uses red dashed boxes to highlight specific rows for replacement by the shareholder slate.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
Includes a visual metaphor of pills to represent the 'poison pill' defense.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
Uses a 'before-after' style logic to show the gap between potential and actual margins.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
Uses a dual-axis chart to show diverging trends between compensation and EPS.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a bar chart to visualize the disparity between total expenses and the small amount of savings identified.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
The slide uses a satirical cartoon to highlight the difficulty and controversy of getting mining projects approved.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
07
The chart uses a normalized index (100%) starting point to compare relative performance.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit