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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

Tile area is proportional to slide count. Click a category to open its subtype map.

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Slide collection

109,801-109,860 of 319,975

filter-aware
01
Slide 1
Includes disclaimer text at the bottom of the slide graphic.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
02
Apple Inc. (AAPL)Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
03
The slide uses a quote to preemptively address the 'unfamiliarity' of the proposed financial instrument (perpetual preferred stock).Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 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
05
Uses visual metaphors of a treasure chest and Noah's Ark to illustrate corporate cash management strategies.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
06
The chart uses bubble size to represent buyback intensity relative to cash, overlaying it on P/E and price trends.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
07
The slide uses a 'ceo-quote-contradiction' framework to undermine management's stated rationale for avoiding dividends.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
08
The slide uses a bar chart to compare effective tax rates of major tech companies, highlighting the tax advantage of offshoring.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 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
Uses a visual metaphor of a frustrated character standing next to a large stack of boxes (inventory) and a box of cash to illustrate capital inefficiency.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 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
13
Uses a visual metaphor of an Amazon-style shopping cart to mock Dell's strategic rationalizations.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
14
Uses a 'hypocrisy' frame to highlight the contradiction between management's public rhetoric and private actions.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
15
The slide uses a 'Myth vs Reality' structure to challenge the conventional wisdom regarding capital allocation and growth.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
16
The slide uses a checklist format to validate three points about Apple's financial position, supported by a pie chart showing cash distribution.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
17
The slide uses a metaphor of a cow made of money to illustrate the 'dairy business' quote.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
18
The slide uses stock imagery to illustrate the concept of capital distribution.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
19
The slide explicitly clarifies that the repatriation scenario is for illustrative purposes and not a recommendation.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
20
The slide argues that a special dividend could unlock up to $89/share in value, depending on how much the market currently discounts Apple's cash holdings.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
21
Apple Inc. (AAPL)Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
22
This slide is part of the Greenlight Capital activist campaign against Apple, specifically advocating for capital return.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
23
This slide is part of the Greenlight Capital presentation regarding Apple's capital allocation.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
24
The slide explains the mechanics of how Apple's cash repatriation affects its tax rate and subsequent free cash flow.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
25
The slide uses a pro forma analysis to argue for capital allocation changes at Apple.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
26
Uses a thought bubble and a photo of a relaxed person to mock the 'conventional wisdom' of dividend-driven stock growth.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
27
The slide argues that dividend increases do not necessarily change the fundamental valuation (P/E) of a stock.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
28
The slide uses a quote to set up a 'ceo-quote-contradiction' framework, contrasting the CEO's stated values with the company's current capital allocation practices.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
29
The slide uses a list to define the current status quo of the target company's financial strategy.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Loop · Golden Circle1 hit
30
The slide uses a visual metaphor ('slide to unlock') to signal that the following content will reveal a new financial instrument.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Loop · Golden Circle1 hit
31
The slide uses a visual metaphor of an app icon on an iPhone to represent the 'iPrefs' product.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
32
The slide uses an Investopedia definition to establish the financial instrument's characteristics.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
33
This slide outlines the specific financial instrument (iPref) proposed by Greenlight Capital to unlock value for Apple shareholders.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
34
This is part of the Greenlight Capital proposal to Apple regarding iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
35
The slide uses a combination of a bulleted summary box and supporting narrative text to justify the valuation thesis.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
36
The slide uses a cartoon illustration of an elderly couple to represent 'Individual Savers' as a key demographic.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
37
The slide uses a simple arithmetic bridge to demonstrate the dilution effect of the proposed iPref dividend on common equity value.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
38
This slide explains the financial mechanics of the 'iPref' proposal, demonstrating a net gain for shareholders.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
39
The slide uses visual metaphors of stock certificates to illustrate the distribution mechanism.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
40
The slide uses a simple pro forma calculation to demonstrate the dilutive effect of a proposed dividend structure.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
41
This slide explains the mechanics of a proposed capital allocation strategy involving iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 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
43
The slide uses a table to compare two scenarios (1:1 and 5:1 ratio of iPrefs to Common Stock) to argue for the safety of the proposed financial instrument.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution1 hit
44
This slide addresses potential investor concerns regarding the risk profile of iPrefs by clarifying their equity nature.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution1 hit
45
Includes a cartoon illustration of a person tucking a safe into bed, symbolizing hoarding cash.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution1 hit
46
Uses a visual metaphor of an apple pie to illustrate the 'cake' analogy mentioned in the text.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
06
This is a text-heavy slide acting as a forensic analysis of financial reporting inconsistencies.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
07
The slide is a direct critique of Lehman Brothers' financial transparency, specifically regarding Level 3 assets.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
08
This is a text-heavy slide from a confidential internal document or report, likely an investigative or audit-related memo.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
09
This appears to be a page from a report or presentation criticizing Lehman Brothers' financial disclosures.Lehman Brothers (LEH) · 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
02
This appears to be a page from a longer document or presentation, focusing on political economy and governance failures.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
03
This appears to be a page from a text-heavy presentation or whitepaper.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 hit
04
The slide uses a strong, argumentative tone to frame the current financial system and proposed reforms as inadequate or harmful.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
05
This appears to be a page from a white paper or book chapter rather than a standard presentation slide.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 hit
06
This appears to be a page from a white paper or investor letter rather than a standard presentation slide.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 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
08
The slide is entirely text-based, functioning as a narrative or opinion piece within a presentation.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
09
This appears to be a page from an investor letter or presentation, likely authored by an investor discussing macroeconomic views.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
10
US/Japan Sovereign Debt & Fiat Currencies (Macro)US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor 1 hit