Matching slides 58,039
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The slide uses a Peloton UI aesthetic to present financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Early Struggles1 hit
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The slide uses a Peloton-themed UI overlay (leaderboard, workout metrics) to present financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
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The slide uses a Peloton workout interface as a visual metaphor for the business model analysis.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
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The slide uses a Peloton workout interface as a thematic background.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
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The chart highlights that Soda Ash and Derivatives is the largest segment at 43%.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Problem1 hit
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The slide uses a process diagram to contrast two production methods and their respective market shares.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses a map-based visualization to explain why soda ash is a regional rather than global commodity.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The chart uses a waterfall-style cost curve to visualize supply capacity vs. cost per ton.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide provides a historical analysis of commodity pricing trends.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide uses a dual-chart layout to contrast regional soda ash price stability against broader commodity volatility.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The slide provides a breakdown of capacity changes (in million mtpa) and contextualizes the impact of Chinese supply versus other global regions.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
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The chart uses an index where Jan 2018 = 100.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
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The chart uses a dual-axis combination of bar (capacity/demand) and line (utilization percentage).Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
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Includes a pie chart showing segment breakdown and a combo chart showing revenue, EBITDA, and margin trends.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model1 hit
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The slide uses a stacked bar chart to compare total market capacity vs. Solvay's regional capacity breakdown.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model1 hit
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The slide uses a visual breakdown of revenue segments (40%, 20%, 10%, 30%) and highlights specific strategic advantages like HPPO mega plants and semiconductor industry leadership.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model1 hit
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Includes a pie chart showing segment contribution to total net sales and a combo chart for financial trends.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model1 hit
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The chart combines a bar chart for revenue/EBITDA and a line chart for EBITDA margin, with an inset pie chart for segment composition.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
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Includes pro forma financial data and consensus estimates for 2024.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials1 hit
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The slide uses a mix of historical data (2022-2023), estimates (2024E), and long-term targets (2028).Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials1 hit
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The chart shows a significant peak in the 'GS Non-Profitable Tech Basket' around 2021 followed by a sharp decline.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
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The chart includes an annotation arrow indicating that 'Expensive stocks went up the most'.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
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The table uses a heatmap-style color coding where red indicates positive inflation and green indicates deflation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide includes a disclaimer that figures are Greenlight Capital estimates.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
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The chart uses a gradient background and includes a specific data point callout in the text below the chart.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
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The chart includes a trend line indicating the CAGR.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
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Includes cartoonish euro bill illustrations.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide presents a financial model projection for a growth company, highlighting the transition from negative to positive margins.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
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The slide explicitly notes that 2026 estimates are 30-40% higher than consensus.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
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The slide highlights that Reese trades at significantly lower multiples than its peers.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit