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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 58,039
Current window 16,831-16,860
Pages 1,935
Rows per page 30
Slide function
16,831-16,860 of 58,039
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The chart uses a dual-axis combination of bar (issuance/volume) and line (penetration percentage).Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
11
The slide includes a small table overlay on the chart with current price, market value, and S&P rating.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide uses the 'Weeble' metaphor (a toy that wobbles but doesn't fall down) to describe the company's resilience during the financial crisis.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
14
The chart uses a metaphor of an 'ice cube' melting to describe the portfolio amortization.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The chart uses a metaphor 'Ice chips combined make a slushy' to describe the consolidation of competitors.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide highlights the impact of legal recoveries and mark-to-market reversals on the income statement.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
20
The slide uses a Beatles lyric as a title to imply that the high income levels of the past are unlikely to return.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
21
The slide uses a dual-axis chart to correlate share count reduction with buyback activity.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
23
The slide uses a 'No room for losses' headline to frame the high leverage ratios as a critical risk factor.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
25
The slide uses a pun on 'Notorious B.I.G.' to describe the portfolio of 'Below Investment Grade' assets.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
31
The slide clarifies that the $1.3B expected loss is offset by $572M in salvage recoverables, resulting in a net reserve of $844M.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
34
The chart highlights a specific 2018 estimate point.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
35
The chart uses a dual-axis combination of bar (GNP and Debt) and line (Debt/GNP ratio) to illustrate fiscal deterioration.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
41
The slide uses a benchmark-based methodology to estimate debt capacity.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
42
The slide highlights that 30% of AGO's exposure is in General Obligation bonds, which are constitutionally prioritized.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
43
The slide explains the mechanism of public corporations issuing debt supported by specific revenue streams and their vulnerability to clawbacks.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
44
The slide highlights that total exposure exceeds the company's entire capital base.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
45
The slide calculates total losses based on different recovery assumptions for AGO's insured debt portfolio.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
47
The slide provides a quantitative breakdown of debt categories and their associated financial risks.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
48
The slide uses a stacked card visual to represent multiple ongoing legal disputes.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
52
The slide uses a waterfall-style logic to adjust the initial S&P capacity figure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
54
The slide highlights a discrepancy where internal ratings are generally higher than external credit ratings.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
55
The 'e' suffix on loss figures likely denotes 'estimated'.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
56
BIG stands for Below Investment Grade.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
57
The slide highlights a 2.7% reserve ratio for the specified book.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
58
The slide argues that the company has insufficient loss reserves relative to its high-risk exposure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
61
The slide highlights specific state-level credit risks for AGO, contrasting Illinois and New Jersey.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
61
The slide provides a transparent view of the inputs for a DCF model, including commodity price assumptions and cost of capital parameters.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
03
The chart highlights a significant trend of capital moving from active to passive management, with a notable divergence in recent years.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
05
The chart uses an area-stacked style to show cumulative flows.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit