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Matching slides 58,039
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Slide function
16,801-16,830 of 58,039
107
Page D-4CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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The chart displays a combination of bar (revenue) and line (operating margin) data.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
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The chart shows a dual-axis combination of bar (revenue) and line (margin) charts.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
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The slide uses two pie charts to compare revenue and EBIT distribution between Reservoir Description and Production Enhancement.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
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The slide highlights that the stock is trading at high P/E multiples based on consensus estimates.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
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The slide uses a dual-axis chart to illustrate the impact of oil price volatility on revenue, specifically pointing out a -11% drop in 2008.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
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The slide uses a dual-axis combo chart (bar for revenue, line for capex) to illustrate business stability.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
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The chart uses a bar chart for revenue and a line chart for Capex to demonstrate a positive correlation over time.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
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The chart illustrates a sustained negative trend for the sector, with companies trading at small multiples of prior peak earnings.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
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The chart uses color coding (blue vs red) to distinguish historical data from projected decline.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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The slide argues that Core (CLB) is likely to miss consensus estimates due to international capex exposure.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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The slide uses a comparison frame to argue that the stock is overvalued based on lower internal earnings projections.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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The slide highlights aggressive capital allocation (buybacks) despite stock price trends and debt issuance.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
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The slide highlights a 60% reduction in potential new capacity compared to 2008.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
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The slide compares historical data with an updated forecast, highlighting a significant upward trend.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The chart shows a sharp upward trend in 2021, reaching over $10,000 per tonne.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses a line chart for historical price ratios and a stacked bar chart to illustrate the impact of carbon taxes on marginal production costs.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The chart uses two different Y-axes to compare the price movements of two different commodities.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The chart uses a gradient background and a specific callout for the 2021 YTD performance.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide includes a stock price chart and a short paragraph justifying an investment in the company based on its leading position in copper mining and valuation.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Hypothesis Test1 hit
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Includes valuation metrics and historical/forecasted production data.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Hypothesis Test1 hit
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The slide highlights Teck's diversified mining portfolio.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide highlights the project's value sensitivity to copper prices, comparing underwriting assumptions ($3.00) to current market ($4.50) and bull case ($6.80).Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide outlines a strategy to monetize these assets via sale or partnership to avoid capital expenditure.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide includes a specific price assumption for 2022-2023 ($175/Mt) compared to analyst consensus ($150/Mt).Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide argues that consensus estimates are lagging behind commodity price increases, suggesting an earnings beat.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The table highlights the $4.50/lb copper price point, which corresponds to the current forward curve.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The table highlights the 4.50 copper price point row.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit