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slides · global inventory

All filtered slides

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

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Slide collection

109,981-110,040 of 319,975

filter-aware
01
Slide 1
The title is a pun on 'Cappuccino' and 'GAAP' (Generally Accepted Accounting Principles), likely setting up a critique of accounting practices.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor 1 hit
02
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor 1 hit
03
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor 1 hit
04
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
05
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
06
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
07
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
08
Highlights the razor/razor blade business model and key growth statistics.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
09
The slide displays product images with associated model names and price points.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
10
The slide uses a logo-grid layout to display the company's diverse brand ecosystem.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
11
The table includes GAAP-adjusted metrics (Non-GAAP Net Income and EPS) and provides a detailed source note regarding adjustments.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
12
The slide provides a snapshot of financial metrics including stock price, market cap, enterprise value, and various forward-looking multiples.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
13
The chart uses a gradient background and callout boxes to correlate stock performance with specific business events.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
14
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor 1 hit
15
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
16
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
17
The slide uses a standard revenue/profit buildup framework to justify a valuation thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
18
Uses direct quotes from earnings calls to support the thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
19
The slide uses quotes from management and external commentators to build a narrative around the company's valuation thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
20
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
21
The slide uses a comparison table to highlight a decline in disclosure quality, supporting a thesis of reduced transparency.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
22
This slide presents a contrarian view on market size, likely part of a short-selling thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
23
The slide highlights a potential overestimation of the addressable market by GMCR.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 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
25
Green Mountain Coffee Roasters (GMCR)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
27
Uses a stacked bar chart to contrast company claims vs. analyst estimates.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
28
The slide uses a dual-line chart with overlaid bar markers to contrast company-reported data with external estimates.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
30
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
31
The slide highlights a strategic pivot in reporting metrics by the CEO.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
32
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
112
The slide uses a legal document (Special Warranty Deed) as evidence for a property valuation precedent.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
113
The slide highlights a discrepancy between the appraised value of specific assets ($17.8M) and the company's total carrying value ($164.5M).The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
114
The slide uses a callout to highlight a specific cell in a financial schedule.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
115
The slide uses a rhetorical question at the end to challenge the financial reporting.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
116
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
117
Source cited as 2009 10-K, page 26.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
118
The slide uses a direct quote from a regulatory filing to highlight a specific financial risk factor.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
119
The table illustrates the significant write-downs taken on assets relative to their carrying value before sale.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
120
Slide 119 from a presentation deck.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
121
The slide uses a 'benefit of the doubt' calculation to show the low implied value of assets sold, suggesting the write-down was unjustified.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
122
The slide provides data points for four specific real estate developments: Victoria Park, RiverTown, SummerCamp, and WindMark.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
123
The slide uses question marks to emphasize the lack of impairment recognition.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 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
125
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
126
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
127
The slide uses irony to point out a potential hypocrisy in corporate behavior.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
128
The slide uses a quote to frame a situation, likely to be contrasted with other data in the presentation.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
129
The slide uses a dark background with green text and a green circular graphic element.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
130
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
131
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
132
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
133
The slide uses a critical tone to expose management's pattern of behavior.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
134
The slide highlights that the cost of development exceeds the value of the finished product.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
135
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
136
The slide uses a rhetorical question to transition to the next section.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 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
138
The slide uses a 'bulls vs reality' framing to introduce a conflict.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
139
Cartoon by Toos.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit