slides · global inventory
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Tool collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 16,285
Current window 3,241-3,270
Pages 543
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3,241-3,270 of 16,285
17
Form is largely blank/zeroed out, indicating no current beneficial ownership.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
30
The slide discusses the unintended consequences of Solvency II regulations regarding negative bond yields.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
31
The slide uses a hypothetical scenario to illustrate the impact of negative yields on sovereign debt holdings.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
25
The slide includes a specific EBITDA projection and a source citation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
84
The table includes line items for Capex, Reserves, Production, Revenues, Opex, EBITDA, Drilling Carry, and Cash Tax.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
85
The table provides annual projections for Capex, Reserves, Production, Revenues, Opex, EBITDA, and After-tax cash flow.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
86
The years 2056-2065 are unusually far-future projections for a standard DCF model.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
87
The table includes line items for Capex, Reserves, Production, Revenues, Opex, EBITDA, and After-tax cash flow.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
88
The years 2076-2085 are likely placeholders or specific long-term model projections.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
89
The years 2086-2095 are likely placeholders or specific long-term model projections.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
90
The years 2096-2105 are likely placeholders or specific long-term model projections.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
91
The years listed (2106-2115) appear to be placeholders or typos for 2016-2025.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
92
The years listed (2116-2120) appear to be placeholders or typos for 2016-2020.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
69
The slide highlights a discrepancy between projected CapEx based on unit growth efficiency and the company's official guidance.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
70
The slide highlights an 'Unexplained CapEx' of $186M by comparing itemized investments against the company's total guidance.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
71
The slide uses a forensic accounting approach to identify a discrepancy between itemized CapEx and total guidance.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
74
Data is in millions of dollars, except for EPS.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
75
The slide provides context for the Van Houtte acquisition and its impact on operating expense ratios.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
76
The slide includes a footnote link to an investor relations page.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
79
The slide uses a 'causal chain' logic (Installed base x attachment rate x days) to explain revenue predictability.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
92
The tables use conditional formatting to highlight a central range of values.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
14
The slide uses a dashed arrow to visually connect the Rural Land total to the main takeaway box.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
39
Source: 2Q 2010 10-Q (note: totals may not tie due to rounding)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Complication1 hit
53
Includes a red oval highlight around the 'Cumulative Completed' residential units and lots platted.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
55
The slide highlights a specific calculation of $81,111 as the average cost to develop a lot.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
59
The slide uses a map-based visualization to show real estate development progress.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
62
The slide highlights a specific data point (106.3 months) to emphasize the oversupply of vacant developed lots.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
107
The table highlights WindMark Beach with a red border.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
108
The slide uses color-coded overlays on a satellite image to visualize real estate inventory status.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
110
The table tracks progress across residential, retail, office, hospitality, and infrastructure categories.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit