slides · global inventory
Expose Contradiction
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Matching slides 14,162
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12,571-12,600 of 14,162
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This slide uses rhetorical questions and hypothetical scenarios to highlight perceived double standards in SEC enforcement.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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This is a text-heavy slide from a presentation by David Einhorn (Greenlight Capital) regarding Allied Capital.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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This slide is a text-heavy narrative page from a presentation, likely by David Einhorn (Greenlight Capital), discussing the short position on Lehman Brothers.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a direct comparison of two official documents to point out a reporting discrepancy.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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This is a text-heavy slide presenting a forensic accounting critique of Lehman Brothers' financial reporting.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The slide uses a table to expose a contradiction in financial reporting, specifically questioning the valuation of Level 3 assets.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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This slide is a text-heavy narrative page from a report or presentation, likely detailing investigative findings regarding financial reporting discrepancies.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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This slide appears to be part of a larger investigative presentation or report regarding Lehman Brothers' financial health prior to its collapse.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
03
The slide uses a grid of headshots to visualize the high churn rate of CFOs, Heads of Technology, and Heads of Sales.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
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Uses Glassdoor reviews to contrast company claims with employee sentiment.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
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This is a continuation of a list (starts at point 5).Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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This slide functions as a narrative rebuttal to management's claims, highlighting inconsistencies in their public statements and their association with Lanny Davis.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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The slide uses direct quotes from ASR 113 and a white paper to demonstrate factual inaccuracies in the latter.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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The slide uses a dialogue format to expose a contradiction between Allied's claims and SEC regulatory stance.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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The slide uses a specific case study (Velocita) to challenge management's credibility and valuation practices.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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The slide uses specific examples to challenge Allied's valuation methodology.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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The slide uses a point-counterpoint structure to highlight a disagreement on accounting practices for distressed debt.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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This is a page from a research note/investor letter by Greenlight Capital regarding Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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This is a page from a research note/investor letter. It uses a narrative structure to build a case against Allied Capital's accounting.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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This is a text-heavy research note page detailing a dispute over accounting practices between Greenlight Capital and Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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The slide highlights a discrepancy between Allied's stated valuation methods and Greenlight's assessment of appropriate GAAP-compliant accounting.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
55
Uses a 'rising tide lifts all boats' metaphor to undermine the company's narrative of superior execution.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
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Uses a screenshot of a competitor's presentation to highlight the 'arbitrary' nature of their data selection.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
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Uses a contrast-pair structure to frame management as deceptive and the board as incompetent/fooled.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
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This is a classic activist 'expose contradiction' slide, framing the target's narrative as misleading by providing a counter-example of successful engagement.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
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The slide uses visual callouts (red arrows) to point to specific data points in the charts that support the thesis.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
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The slide uses quotes to establish a baseline for peer comparison, likely to contrast with current management behavior or valuation.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
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The slide uses a checkmark/cross matrix to highlight the lack of consistency in peer selection.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
03
The slide uses a grid of headshots to visualize the high turnover rate in CFO, CTO, and Head of Sales roles.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
04
The slide uses a combination of bar chart (margins) and line chart (YoY growth) to highlight the lack of operating leverage.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit