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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 2,791-2,820
Pages 328
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Slide function
2,791-2,820 of 9,820
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The slide uses a clear visual contrast (red underline for Campbell) to highlight the underperformance.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor 1 hit
10
The slide uses red bars to highlight Campbell's negative performance in the 3YR and 1YR charts.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor 1 hit
33
The slide uses a contrast-heavy visual (red bar vs grey bars) to highlight the negative analyst sentiment toward Campbell.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
40
Assured Guaranty (AGO)Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
19
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
42
The slide highlights the discrepancy between volume output and revenue generation across different well types.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
51
The slide uses a peer benchmarking table to validate a DCF-derived valuation against market-implied values.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
52
Uses a cartoon metaphor to illustrate the 'half-full' vs 'half-empty' perception of two companies in the same market.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
55
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
58
The slide uses a cynical title to frame the poor performance of the selected peer group.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
11
The table highlights that Core Lab's current multiples are significantly higher than the peer average and its own prior peak multiples.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
17
The slide highlights a valuation decoupling where UniCore-n (CLB) trades at a premium compared to peers (HAL, BHI, SLB).Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
13
The slide uses a combination of a data table for margins and a grouped bar chart for organic sales growth to frame Nestlé as underperforming relative to its peer.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
18
The slide uses a fitness-themed UI overlay (leaderboard, speed, cadence, etc.) 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-themed UI overlay (leaderboard, workout metrics) to present the benchmarking data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
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Includes a leaderboard sidebar and exercise-themed dashboard UI elements.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
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The slide uses a Peloton-themed UI overlay (leaderboard and workout stats) as a stylistic background.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
19
The chart displays a highly fragmented market with many small players.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
11
The chart highlights that Sony (black bar) is consistently valued lower than its industry peers in every segment.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
13
The table compares six Sony business units across six qualitative metrics: Capital Intensity, Customers, End Market, Growth, Industry Structure, and Cyclicality.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
26
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
12
The slide uses a contrast-pairs approach to frame the problem of market stagnation in art relative to broader luxury goods.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
38
The chart shows a clear performance gap between the two stocks.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
44
The chart uses a cost curve format common in commodity analysis to show competitive positioning.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
53
The chart uses a cost curve format to compare production costs across various companies.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
11
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
12
The slide provides a summary of valuation metrics for the European auto parts sector as of May 2023.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
25
The slide uses a table format to rank competitors across multiple dimensions, highlighting the subject company's strong market position.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
36
The slide defines 'profitless tech' as companies with >$2.5B market cap, no history of profitability, expected to be unprofitable in 2023, and profitable in 2025.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
12
The slide uses a bar chart to visually demonstrate the scale of Taobao relative to Western peers.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit