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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 9,820
Current window 2,761-2,790
Pages 328
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Slide function
2,761-2,790 of 9,820
94
The slide uses a visual contrast between the greyed-out 'Prior EPCM Players' and the highlighted green 'Current EPCM Players' to emphasize market consolidation.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
95
The slide uses a combination of a line chart and a logo cloud to illustrate market fragmentation and competition.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
96
The slide highlights a consolidation of the competitive landscape in the EPCM sector.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
101
The chart uses color-coding to distinguish between six different industry sub-sectors.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
106
The slide uses a green dashed box to highlight NuScale as the primary subject.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
109
The chart uses color-coding to distinguish between different industry segments (EPCM, Construction, Specialty EPCM, Specialty Contractors, Natural Gas EPC, Government Solutions & Services).Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
04
The slide uses a bar-grouped chart to illustrate the compensation gap, followed by a call to action for electing new board members.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
41
The slide highlights AerCap's superior performance relative to competitors FLY, AYR, ILFC, and AWAS.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
46
The chart highlights AerCap's superior performance in asset disposal compared to peers who suffered significant impairments.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
50
The chart highlights the GECAS and AerCap Pro Forma entities as the market leaders.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
04
The slide uses a comparative bar chart to frame Apple's cash accumulation as excessive compared to peers.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
11
The slide uses a bar chart to contrast the high return of capital by IBM and TXN against the low return by AAPL.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
12
The slide uses a color-coded bar chart to contrast companies that return capital (green) against those that hoard cash (grey).Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
42
The slide uses a comparison frame to argue for the superiority of the iPref instrument over traditional dividend hikes.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution1 hit
48
The table compares five scenarios: Special Dividend, One-Time Repurchase, On-Going Repurchases, Double the Dividend, and iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
49
The slide uses a checkmark/cross matrix to evaluate financial strategies.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
19
The slide highlights the reliance on relative valuation for companies with little or no profit/cash flow.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
33
The slide uses a table to categorize companies and highlight that they are BPOs, not SaaS/tech firms, to justify lower P/E ratios.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
34
The slide justifies the selection of Accretive Health, MedAssets, and Tenet's Conifer division as comparable companies.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
45
The slide uses a satirical cartoon to frame the preference for monolithic systems over modular ones.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
57
Includes a screenshot of a tweet from Jonathan Bush praising CareCloud as a competitor.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
31
Bayer AG (BAYN)Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
34
Includes a satirical cartoon about GMO corn.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
38
The chart illustrates the limited overlap between the two companies' product portfolios.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
06
The title is a pun on 'cold cocked'.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
34
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
65
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
65
The chart uses a cost-curve format (often called a 'waterfall' or 'area' chart in this context) to rank assets by breakeven price.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
02
The slide uses a line chart to show growth trends and a bar chart to benchmark SG&A intensity against peers.Lamb Weston Holdings, Inc. (LW) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
01
The chart shows Riot (black line) significantly underperforming peers (WULF, CORZ, HUT, CIFR) since Jan 2024.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Benchmark Gap1 hit