slides · global inventory
All filtered slides
Global slide inventory for the active corpus filters, with each row opening the slide detail view.
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
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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
110,401-110,460 of 319,975
36
The slide uses a Bizarro comic strip to introduce the concept of 'Frankenfood' and public resistance to GMOs.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
37
Uses a pop-culture metaphor (Princess Bride) to discuss M&A regulatory hurdles.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
38
The chart illustrates the limited overlap between the two companies' product portfolios.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
39
The slide uses the metaphor of 'weddings' to describe corporate mergers.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
40
The cartoon depicts St. Peter at the pearly gates questioning two businessmen about their merger, implying the deal is so significant it challenges traditional entry criteria.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
41
The slide uses a scenario-based approach to demonstrate value beyond the headline price.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
42
The slide uses a cartoon to metaphorically represent the synergy between the two companies.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
43
The cartoon is a satirical take on genetic modification, used here to frame the R&D synergy argument.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
44
The slide calculates an adjusted P/E of 11.7x based on an adjusted EPS of $10.97.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
45
The term 'Wedding cake' refers to the stacking of financial projections (Bayer + Monsanto + Synergies).Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
46
The slide uses a literal cake to represent business segments, a creative visual choice noted in the text.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
47
Uses a famous Hyperbole and a Half comic to make a point about M&A strategy.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
48
Bayer AG (BAYN)Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
01
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
02
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
03
The slide uses a line chart with an added arrow annotation to emphasize the downward trend.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
04
The slide serves as a post-mortem or confession of a poor investment decision.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
05
The slide presents a standard valuation bridge calculation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
06
The title is a pun on 'cold cocked'.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
07
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide uses a pun in the title and an Economist magazine cover to illustrate the decline of coal due to market and regulatory pressures.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
09
The chart highlights the specific decline of the coal segment (blue) over time.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
10
The title is a play on 'colonoscopy', implying a deep, perhaps unpleasant, examination of the coal industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
11
The slide uses a 'Strange Brew' comic strip to provide a lighthearted transition or emphasis point.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
12
The slide argues for the continued necessity of coal supply despite energy transition trends.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
13
The slide highlights the regional nature of the coal industry due to shipping costs.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
14
The slide uses a pun on 'hiking' to transition from a political scandal context to the topic of Appalachian coal.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
15
Uses a humorous cartoon to frame the 'pain' of the industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
16
The cartoon serves as a metaphor for market consolidation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
17
Includes a historical photo of a Consolidation Coal Co. facility.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
18
The slide uses a Minecraft screenshot as a humorous or illustrative visual for 'mining'.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
19
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
20
Slide 20 of a presentation, likely from an investor deck.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
21
The chart highlights a significant drop in demand, with a specific annotation pointing to the 2025 forecast.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
22
The chart uses a supply curve (cost vs. cumulative production) to demonstrate competitive advantage and market equilibrium.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
23
The cartoon depicts the Grim Reaper at the door, with the homeowner asking if he is there to do the hedges, serving as a metaphor for avoiding an inevitable negative outcome (weak pricing).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
24
The slide highlights the impact of zero-based budgeting on operational costs.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
25
The slide includes a specific EBITDA projection and a source citation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
26
The slide provides a high-level summary of a DCF model, including reserve volume, pricing, costs, capex, and WACC, resulting in a $3 billion valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
27
The cartoon is a satirical commentary on the housing market/equity, used here as a thematic hook for a financial valuation slide.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
28
Includes a humorous cartoon about gas analysis to lighten the topic of legacy assets.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
29
The slide provides a valuation bridge for CONSOL's interest in CONE Midstream (CNNX).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
30
The chart visualizes the sum of parts valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
31
Uses the Billy Mays 'But wait, there's more' meme to build anticipation for further valuation analysis.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
32
The cartoon depicts a man coaching a cloud of gas before an interview, implying the gas is the one doing the talking.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
33
The slide uses maps to visualize the geographic footprint of the company's assets.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
34
The slide uses a screenshot of a CNBC news segment featuring David Einhorn to establish credibility and provide a visual hook for the critique.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
35
The table highlights the $20.66 Capex per BOE column, showing negative values at lower oil prices.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
36
The slide uses a photo of the team at a Pioneer location to establish context for the management meeting.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
37
The slide uses a negative value to highlight 'Value destruction' of $3.37 per BOE.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
38
The table uses color coding to distinguish between May 2015 (yellow) and November 2015 (orange) DCF valuations.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
39
The slide uses a cynical tone to critique market valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
40
The slide uses a 'Value destruction' callout to highlight negative net present value.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
41
The slide uses a visual comparison to debunk the idea that there is a significant difference in the physical infrastructure of oil vs gas drilling.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
42
The slide highlights the discrepancy between volume output and revenue generation across different well types.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
43
Uses a cartoon to illustrate a counter-intuitive market observation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
44
The slide highlights production growth while emphasizing management's decision to defer new investment until economics improve.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
45
The slide uses a humorous cartoon to make a point about competitive advantage regarding land ownership and royalty costs.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
46
Uses a sports metaphor to frame a corporate strategy comparison.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
47
The cartoon depicts a classroom scene with a teacher writing simple math on the board, captioned 'When people say 'Do the math,' is this the kind of thing they're referring to?'.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit