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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

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

110,521-110,580 of 319,975

filter-aware
01
Slide 1
Core Laboratories (CLB)Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
02
Includes a specific verbal reminder about the presenter's current portfolio position.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
03
The slide provides a standard financial bridge from market capitalization to enterprise value.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
04
Includes a cartoon illustration used as a visual metaphor for 'lighter' vs 'heavier' fluids.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
05
The cartoon serves as a humorous hook for the company's value proposition in reservoir analysis.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
06
The chart displays a combination of bar (revenue) and line (operating margin) data.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
07
Includes a New Yorker cartoon used as a visual metaphor for 'enhancement'.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
08
The chart shows a dual-axis combination of bar (revenue) and line (margin) charts.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
09
The slide uses two pie charts to compare revenue and EBIT distribution between Reservoir Description and Production Enhancement.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
10
The slide highlights that the stock is trading at high P/E multiples based on consensus estimates.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
11
The table highlights that Core Lab's current multiples are significantly higher than the peer average and its own prior peak multiples.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
12
The slide uses humor to critique the misuse of ROIC metrics in valuation.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
13
Uses a metaphor (Superman/Clark Kent) to suggest that the true nature of the company is hidden in plain sight.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
14
The slide uses a dual-axis chart to illustrate the impact of oil price volatility on revenue, specifically pointing out a -11% drop in 2008.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
15
The slide uses a Bizarro comic to metaphorically represent a false narrative.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
16
The slide uses external analyst reports to establish a narrative of the company's market perception at the time.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
17
The slide highlights a valuation decoupling where UniCore-n (CLB) trades at a premium compared to peers (HAL, BHI, SLB).Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
18
The slide highlights the disconnect between market reality (oil price crash) and analyst optimism (earnings projections).Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
19
The slide uses a dual-axis chart to show the correlation between oil prices and company earnings, arguing that market expectations (consensus) are disconnected from reality.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
20
Uses a 'Bible Tails' cartoon to metaphorically explain market cyclicality and luck.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
21
The slide uses a cartoon to introduce the topic of oil prices and end markets as revenue drivers for the business.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
22
Uses a PSY Gangnam Style cartoon to illustrate the 'hot' theme.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
23
The slide contains a primary quote from a 2007 report and a contextual summary below it.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
24
The slide uses a quote from a 2009 report to contrast with the author's analysis of the company's history.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
25
The slide includes a quote from an annual report and a commentary on the company's strategic shift toward shale.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
26
The slide uses a quote from an annual report to highlight a strategic pivot that contradicts previous long-term guidance.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
27
The slide includes a summary text block and a source citation.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
28
The slide includes a quote from an annual report and a commentary on the company's strategic intent regarding the LNG boom.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
29
The slide uses a metaphor of a chameleon to suggest the company opportunistically pivots its narrative to follow industry hype.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
30
The slide uses a quote to establish industry trends and strategic focus.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
31
The cartoon serves as a rhetorical device to question the company's focus.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
32
The slide uses a red circle overlay on a bar chart to emphasize the divergence between the trend line and the actual data.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
33
The slide uses a treasure chest metaphor to illustrate the 'value' of deepwater drilling.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
34
Core Laboratories (CLB)Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
35
The cartoon serves as a visual break; the text below it provides a brief, somewhat disconnected business context.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
36
The slide uses a dual-axis combo chart (bar for revenue, line for capex) to illustrate business stability.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
37
The chart uses a bar chart for revenue and a line chart for Capex to demonstrate a positive correlation over time.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
38
The slide uses humor to preemptively address a potential misconception about the company's growth profile.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
39
The slide uses a line chart to contrast historical volatility with a stagnant future outlook.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
40
The chart illustrates a sustained negative trend for the sector, with companies trading at small multiples of prior peak earnings.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
41
The chart uses color coding (blue vs red) to distinguish historical data from projected decline.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
42
The slide uses CEO quotes to validate the thesis of North American market growth.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
43
The slide uses a visual metaphor of a 'Deep Water' warning sign to contrast with the 'Shale' market.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
44
The cartoon is a play on the 'Send more money' trope, modified to 'Send more rocks'.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
45
The slide uses a quote from an earnings release to frame a narrative that the author intends to challenge or contextualize.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
46
The slide uses a sarcastic tone to diminish the significance of a competitor's reported growth.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
47
The slide uses a screenshot of a UBS report to point out a specific factual error in their analysis.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
48
The slide uses a cartoon as a metaphor for market cycles to frame the company's business model.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
49
The slide uses a screenshot of a CNBC interview to establish authority.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
50
The slide uses a 'gotcha' style to highlight the inaccuracy of expert market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
51
The title is a reference to the game show Wheel of Fortune.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
52
The slide uses a sarcastic tone to highlight a pattern of failed market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
53
The slide uses a pun on 'Information' vs 'In Formation' to make a point about market recovery shapes.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
54
The slide uses a dual-axis chart to create a visual 'V' shape that obscures the fact that the final price ($55.84) is lower than the starting price ($79.68).Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
55
The slide uses a visual contrast between blue (historical) and red (consensus) bars to challenge the 'V-shaped' narrative.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
56
The slide argues that Core (CLB) is likely to miss consensus estimates due to international capex exposure.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
57
The slide uses a comparison frame to argue that the stock is overvalued based on lower internal earnings projections.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
58
The slide uses a 10-year trailing average EPS to justify a fair value estimate.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
59
The cartoon serves as a metaphor for investors paying too much for earnings that may not meet expectations.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
60
Uses a meme-style image to make a critical point about stock valuation or management behavior.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit