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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

110,341-110,400 of 319,975

filter-aware
01
Slide 1
Bayer AG (BAYN)Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
02
Bayer AG (BAYN)Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
03
The slide uses a metaphorical narrative structure to introduce a topic, likely a business case study or project journey.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
04
Uses a wedding metaphor to describe a corporate M&A transaction.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
05
The slide provides a snapshot of market cap and enterprise value, followed by context on the company's strategic shift away from chemicals.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · InterestLoop · Logic Chain1 hit
06
Uses a metaphor of an 'ex-boyfriend' to describe the corporate divestment.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · InterestLoop · Logic Chain1 hit
07
The chart shows a total revenue of €34.3B.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · InterestLoop · Logic Chain1 hit
08
Uses a New Yorker-style cartoon as a metaphor for corporate M&A strategy.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · InterestLoop · Logic Chain1 hit
09
The slide uses a line chart to illustrate stock performance and provides context for the decline in the text below.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · InterestLoop · Logic Chain1 hit
10
Uses pop culture imagery to frame investor sentiment.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · InterestLoop · Logic Chain1 hit
11
Uses a humorous visual metaphor to frame an investment thesis.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
12
The slide uses a historical artifact to create a jarring contrast with modern corporate data.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
13
The slide uses a rhetorical question 'In sickness or in...' to imply the breadth of the company's portfolio across diverse therapeutic areas.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
14
The slide highlights a discrepancy between strong company performance (revenue growth and increased peak sales estimates) and market reaction ('the market yawned').Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
15
The slide uses a sarcastic tone to highlight the market's lack of reaction to significant upward revisions in peak sales estimates.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
16
The slide uses a timeline to illustrate that major revenue-generating products are not facing immediate patent cliffs.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
17
The slide uses a timeline visual to suggest extended market exclusivity for specific products.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
18
The slide uses a Mother Goose and Grimm cartoon to illustrate the concept of 'evergreening' or lifecycle management in the pharmaceutical industry.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
19
The slide illustrates 'evergreening' strategies in pharmaceutical product lifecycles.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
20
Includes a cartoon illustrating the concept of product differentiation beyond patents.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
21
The slide argues that these are small opportunities, reducing dependency on clinical trial outcomes.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
22
The slide uses a timeline to illustrate the 'durable income' thesis by showing drug lifecycle management.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
23
Uses visual red 'no' symbols over images of Martin Shkreli and a Valeant executive to establish a negative archetype.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
24
Includes a satirical cartoon about pharmaceutical research costs and timelines.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
25
The cartoon serves as a visual metaphor for 'Over-the-Counter' (OTC) products.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle1 hit
26
The slide uses brand recognition to anchor the concept of 'Branded' companies, comparing them to P&G and Colgate-Palmolive.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle1 hit
27
Includes a humorous cartoon about cows searching health symptoms.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle1 hit
28
The cartoon serves as a visual metaphor for the risks/rewards of crop science research.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle1 hit
29
The slide uses a French title 'Qu'est-ce que c'est' (What is it) to introduce the business segments.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle1 hit
30
The cartoon serves as a visual metaphor for 'barriers to entry' (the dead crows vs. the scarecrow).Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle1 hit
31
Bayer AG (BAYN)Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
32
Uses a wedding cake metaphor to illustrate the potential 'breakup' of the deal.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
33
Cartoon by Liana Finck.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
34
Includes a satirical cartoon about GMO corn.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
35
The cartoon depicts a scarecrow teaching a younger scarecrow about 'GMO CORN', highlighting the technological shift in farming.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
68
Pioneer Natural Resources (PXD)Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
69
The chart highlights the divergence between short-term and long-term oil price recovery.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
70
The cartoon features a sign with 'FF', likely a play on 'Fracking' or 'Failure'.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
71
Pioneer Natural Resources (PXD)Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
72
Includes specific operational metrics like Capex/BOE, production mix, and cost of capital inputs.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
73
The table includes operational metrics like Capex, Reserves, Production, Revenues, Opex, EBITDA, and After tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
74
The table includes operational metrics like Capex, Reserves, Production, Revenues, Opex, EBITDA, and After tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
75
The slide is labeled A-4, indicating it is part of an appendix.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
76
The table includes operational metrics like Capex, Reserves, Production, Revenues, Opex, EBITDA, and After-tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
77
The table displays annual financial metrics including Capex, Reserves, Production, Revenues, Opex, EBITDA, Cash tax, and After tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
78
The table displays annual financial data including Capex, Reserves, Production, Revenues, Opex, EBITDA, Cash tax, and After tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
79
The years 2075-2084 are likely placeholders or specific long-term model projections.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
80
The years listed (2085-2094) appear to be placeholders or specific long-term projection periods.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet1 hit
81
A-10Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
82
B-1Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
83
Includes operational metrics like Capex, Reserves, and Production alongside financial metrics like Revenues, Opex, EBITDA, and After-tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
84
The table includes key metrics such as Capex, Reserves, Production, Revenues, Opex, EBITDA, and After-tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
85
The table includes operational metrics like Capex, Reserves, and Production alongside financial metrics like Revenues, Opex, EBITDA, and After-tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
86
The table displays annual financial data including Capex, Reserves, Production, Revenues, Opex, EBITDA, and After-tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
87
The table displays annual financial metrics including Capex, Reserves, Production, Revenues, Opex, EBITDA, Cash flow, and After tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
88
The table displays annual financial metrics including Capex, Reserves, Production, Revenues, Opex, EBITDA, Cash flow, and Cash tax.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
89
The table displays annual financial metrics including Capex, Reserves, Production, Revenues, Opex, EBITDA, Cash flow, and Cash tax.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
90
The table displays annual financial metrics including Capex, Reserves, Production, Revenues, Opex, EBITDA, Cash flow, Cash tax, and After tax cash flow.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
91
The slide is labeled B-10, indicating it is an appendix page.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Impact & Next Steps1 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