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slides · global inventory

Diagnose Problem

Slide function collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 2,245
Current window 151-180
Pages 75
Rows per page 30
Slide function: Diagnose Problemclear collectionreset all
18 30 60

Slide function

151-180 of 2,245

filter-aware
82
The slide uses a pun 'KLAS-sick' to describe the company's poor performance in KLAS rankings.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
09
The slide uses a visual metaphor of stacks of cash to represent the accumulation of overseas funds.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
10
The title is a play on 'colonoscopy', implying a deep, perhaps unpleasant, examination of the coal industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
15
Uses a humorous cartoon to frame the 'pain' of the industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
21
The chart highlights a significant drop in demand, with a specific annotation pointing to the 2025 forecast.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
39
The slide uses a line chart to contrast historical volatility with a stagnant future outlook.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
24
The slide uses a comparison of product images and their respective price tags to establish the 'expensive' claim.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
26
The table segments coffee into Drip (Lower/Higher End) and K-cup (Lower/Higher End) to highlight the price disparity.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
29
The chart illustrates the slowing expansion of retail and supermarket locations for Green Mountain Coffee Roasters (GMCR).Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
42
The slide uses a dark background with high-contrast text, typical of a critical investment thesis presentation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
45
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
49
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
56
The slide highlights the 'obviousness' rejection by the Patent Office and the upcoming expiration of existing patents.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
60
The slide uses a rhetorical question and a cited quote to frame the business risk.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
92
The slide uses a dark background with green text, typical of investigative or 'short-seller' research presentations.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
93
The slide uses a dark background with high-contrast text, typical of investigative or forensic accounting presentations.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
94
The slide highlights operational issues like misaligned bonus structures and inefficient cross-shipping, framing them as deliberate 'shell games'.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
96
Uses qualitative quotes from former workers and channel checks to validate a supply chain problem.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
100
The slide uses a 'Putting It All Together' header to synthesize previous analysis into a core problem statement.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
109
The slide uses a 'follow the money' heuristic to challenge the company's reported earnings.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
56
The cartoon uses a wine corkscrew metaphor to represent drilling into the ground and extracting a 'burst' of resources.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
57
Uses a pop-culture reference (Homer Simpson looking at an empty ice cream carton) to explain a business concept.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
38
The slide uses a dark background with high-contrast colored lines to emphasize the downward trend.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Complication1 hit
40
The slide uses a dramatic headline to frame the data as a business failure.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Complication1 hit
124
The slide uses a diagnostic approach to flag assets that may require impairment testing.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
137
The slide uses a bulleted list to present a series of financial facts that create a 'dilemma' narrative.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
01
Slide 1
This is a transcript-style slide detailing a post-mortem of an investment decision.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor 1 hit
07
This appears to be a page from a long-form investment thesis or white paper, likely authored by a macro investor.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 hit
02
The slide uses a 'before-after' logic to strip away non-core items (Alibaba stake, patent sales, etc.) to expose the underlying business decay.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
06
This is a text-heavy page from a shareholder letter, likely from an activist investor (Starboard Value).Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit