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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
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1

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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

110,041-110,100 of 319,975

filter-aware
33
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
34
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
35
The table compares two business models for K-cup distribution, showing a breakdown of costs and margins.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
36
The slide uses a bottom-up buildup to derive a specific fee based on industry benchmarks and company-specific margin commentary.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
37
The slide uses a bulleted list to outline strategic deal points and references earnings calls for validation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
38
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
39
The slide uses a negative thesis to challenge the company's quality.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
40
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
41
The slide calculates ROIC by dividing implied net income by the sum of working capital, acquisitions, and fixed assets/capex.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
42
The slide uses a dark background with high-contrast text, typical of a critical investment thesis presentation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
43
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
44
The slide uses research notes as citations to support the argument that the 'patent cliff' is not a significant threat.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Competition and PatentsLoop · The Reveal1 hit
45
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
46
The slide highlights a discrepancy between the technical disclosure of patent expiration in 2012 and the more aggressive, defensive stance taken in analyst Q&A.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
47
This slide uses a classic 'thesis-antithesis' structure to undermine a company's public narrative.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
48
The slide uses a legal perspective to frame a business threat.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
49
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
50
The table provides a breakdown of acquisition dates, prices, revenue, multiples, and goodwill/intangible allocations for Tully's, Timothy's, Diedrich, and Van Houtte.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
51
The slide highlights the accounting impact of the acquisition, specifically the goodwill and intangible asset allocation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
52
The slide highlights a $53.7 million increase in goodwill allocation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
53
This slide presents a critical analysis of GMCR's M&A strategy, specifically questioning the valuation of goodwill and the underlying motive of eliminating competition.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
54
The slide highlights a strategic pivot from technology to manufacturing through brand partnerships.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
55
The slide serves as a counter-argument to the potential strategy of brand partnering.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
56
The slide highlights the 'obviousness' rejection by the Patent Office and the upcoming expiration of existing patents.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
57
The slide uses a patent document as evidence for a potential new product strategy.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
58
Uses quotes from CEO and CFO to expose potential strategic uncertainty or contradiction.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
59
The slide explains the rationale behind a new product launch as a defensive patent strategy.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
60
The slide uses a rhetorical question and a cited quote to frame the business risk.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
61
The slide uses the 'Razor / Razor Blade' business model as a framework to explain the impact of patent expiration.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
62
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
63
The slide uses an expert testimonial to support a market penetration thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
64
Slide 64 of a presentation deck.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
66
The slide uses a table to perform a sensitivity analysis on EPS by adjusting key operational metrics like K-cup consumption and private label penetration.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
67
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
68
The chart highlights a significant increase in projected capital expenditures for 2011 and 2012 compared to historical levels.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 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
72
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
73
Green Mountain Coffee Roasters (GMCR)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
77
The slide uses a quote from the CFO to contrast with subsequent financial data points.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
78
Slide provides financial performance metrics for GMCR in Q2 2011.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
80
The chart uses a color contrast (blue vs yellow) to emphasize the positive growth in the final data point.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
81
The slide highlights a $100 million revenue outperformance.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
82
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
83
This slide is a formal legal disclosure regarding an ongoing regulatory investigation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
84
Uses a contrast-pairs approach to highlight the discrepancy between company narrative and analyst skepticism.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
85
This slide appears to be part of a presentation by Greenlight Capital regarding their short thesis on Green Mountain Coffee Roasters (GMCR).Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
86
The slide highlights a regulatory challenge regarding disclosure requirements under Regulation S-K.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
87
This slide is a direct excerpt from an SEC response letter, used to clarify regulatory compliance and business model structure.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
88
The slide uses direct quotes from SEC filings to establish a factual basis for later critique.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
89
The slide uses testimonials to highlight the discrepancy between how Keurig was treated versus other clients, implying a material relationship that was not properly disclosed.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
90
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
91
The slide uses a quote from a confidential witness to support a claim of accounting irregularities.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
92
The slide uses a dark background with green text, typical of investigative or 'short-seller' research presentations.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit