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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

110,101-110,160 of 319,975

filter-aware
01
Slide 1
Includes Greenlight Capital logo and speaker/date details.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
02
athenahealth, Inc. (ATHN)athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
03
The slide serves as a transition to a deep dive on athenahealth, framing the author's short position as a valuation-based critique rather than a personal attack.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
04
The slide includes a critical commentary on the company's branding and market positioning.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
05
The slide provides a high-level visual summary of the core product offerings, supplemented by descriptive text below the graphic.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
06
The slide shows a hub-and-spoke model where Enterprise Coordinator acts as a central integration point for various external partners and internal services, feeding into different care settings.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
07
The slide highlights a 'ballistic' growth period for the stock.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide uses a visual metaphor to suggest that the 'growth' might be an illusion or disproportionate to reality.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
09
The slide is being used in a critical context, as indicated by the text below the image which challenges the company's stated targets.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
10
The slide uses arrows to visually emphasize the decline between the two data points for each year.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
11
The slide uses a line chart to contrast 2013 analyst expectations (blue) with actual/revised performance (red).athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
12
The slide highlights the discrepancy between past analyst optimism and current reality.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
13
The slide uses a cartoon to mock the company's reliance on 'fluffiness' rather than performance.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
14
Uses a visual metaphor of a man revealing a superhero logo to emphasize the 'superhuman' or inexplicable nature of the stock performance.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
15
The slide serves as a transition to a video clip.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
16
The slide uses a quote to set up a contradiction between market perception and the author's reality.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
17
The slide uses a screenshot of a CNBC Mad Money segment to frame the subject as a 'villain' or negative influence in the context of investor behavior.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
18
The slide uses a satirical juxtaposition of two figures to make a joke about tech terminology.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
19
The slide highlights the reliance on relative valuation for companies with little or no profit/cash flow.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
20
The slide uses a visual pun on 'bubbles' to discuss stock market valuations.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
21
The slide serves as a multimedia reference to support the thesis about stock market disconnects from fundamentals.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
22
The slide uses a screenshot of an equity research report to validate the author's argument about valuation methodologies.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
23
The image of skyscrapers above clouds serves as a metaphor for 'bubble' valuations.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
24
The chart uses a broken x-axis between 2015 and 2020, and 2020 and 2030.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
25
The chart is a waterfall-style bridge showing the sum of two components.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · The Reveal1 hit
26
The slide uses two bar charts to visualize projected growth from 2013 to 2030.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · The Reveal1 hit
27
The slide uses two line charts to contrast Morgan Stanley's aggressive growth projections against industry averages and inflation-adjusted trends.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · The Reveal1 hit
28
The slide illustrates a sensitivity analysis or adjustment to a third-party valuation model.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · The Reveal1 hit
29
The slide uses a line chart to visualize the margin expansion and text to argue that the 30% figure is unrealistic.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
30
The slide serves as a transition to a video clip, using a specific company (athena) as a case study for the lack of operating leverage in service models.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
31
The slide uses a metaphor-analogy framework to debunk a competitor's positioning.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
32
The slide serves as a transition or context-setting page for a video presentation.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
33
The slide uses a table to categorize companies and highlight that they are BPOs, not SaaS/tech firms, to justify lower P/E ratios.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
34
The slide justifies the selection of Accretive Health, MedAssets, and Tenet's Conifer division as comparable companies.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
35
The slide argues that the 30% margin forecast is implausible compared to the 13% or 27.5% projections.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
36
The slide uses a waterfall chart to bridge from a base case valuation to an adjusted valuation based on specific revenue and margin assumptions.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
37
The slide uses a rhetorical question to challenge the validity of the presented financial forecast.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
38
Includes a pop-culture reference image (Stewie Griffin) and logos for Steward Health Care and Griffin Hospital.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
39
The chart highlights a significant projected increase in Inpatient RCM revenue by 2030.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
40
The slide highlights the aggressive growth assumptions made by Morgan Stanley regarding athenahealth's market penetration in the hospital industry.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
41
The slide uses a direct quote to undermine a third-party analyst's (Morgan Stanley) thesis.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
42
The slide uses a technical architecture diagram to explain the complexity of hospital software ecosystems.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
93
The slide uses a dark background with high-contrast text, typical of investigative or forensic accounting presentations.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
94
The slide highlights operational issues like misaligned bonus structures and inefficient cross-shipping, framing them as deliberate 'shell games'.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
95
This slide presents qualitative evidence from field interviews, likely used to support a thesis regarding operational irregularities or potential channel stuffing.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
96
Uses qualitative quotes from former workers and channel checks to validate a supply chain problem.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
97
The slide uses direct quotes and descriptions of operational manipulation to expose inventory fraud.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
98
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
99
This slide serves as a concluding summary for an investment thesis presentation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
100
The slide uses a 'Putting It All Together' header to synthesize previous analysis into a core problem statement.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
101
The slide references a specific research note and an anecdotal report regarding inventory manipulation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
102
Uses a Q&A format to frame the contradiction between analyst observation and management denial.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
103
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
104
Slide 104 of a presentation, likely part of a short-selling or activist investor thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
105
This is a legal disclosure slide from a 10-Q filing.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
106
The slide uses a callout box to interpret the legal disclaimer text.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
107
The slide uses a list format to detail specific capital raising events with corresponding share issuance data.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
108
The slide uses the 'villain_critique' pattern to suggest that insider selling is a negative signal about the company's future prospects.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
109
The slide uses a 'follow the money' heuristic to challenge the company's reported earnings.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
110
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit