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
110,641-110,700 of 319,975
01
This slide functions as a direct response to a press release issued by the target company (AGO) following the Sohn Investment Conference presentation.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
02
Includes a specific note below the disclaimer box regarding the presenter's current portfolio position.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
03
The slide uses a personal anecdote to establish credibility and set the stage for a short-selling thesis.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
04
The slide uses the cover of David Einhorn's book 'Fooling Some of the People All of the Time' to establish credibility and set the stage for a new short thesis.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
05
The 'melting ice cube' is a classic financial metaphor for a business with a finite, wasting asset base.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
06
Includes a cartoon illustrating the concept of 'AAA status' as a form of validation.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
07
The slide uses a cartoon to set a narrative tone about the historical success and eventual downfall of bond insurance.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide uses a political cartoon as a metaphor for market bubbles and corporate risk-taking.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
09
The slide uses a screenshot of a Moody's document as primary evidence for the historical shift in rating methodology.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
10
The chart uses a dual-axis combination of bar (issuance/volume) and line (penetration percentage).Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
11
The slide includes a small table overlay on the chart with current price, market value, and S&P rating.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
12
The slide uses the 'Weeble' metaphor (a toy that wobbles but doesn't fall down) to describe the company's resilience during the financial crisis.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
13
The slide uses a simple table to demonstrate the net impact of recoveries on claims paid.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
14
The chart uses a metaphor of an 'ice cube' melting to describe the portfolio amortization.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
15
The slide uses a satirical cartoon to frame the company's response to a credit rating downgrade as petulant or defensive.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
16
The chart uses a metaphor 'Ice chips combined make a slushy' to describe the consolidation of competitors.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
17
The slide uses a metaphor (Sisyphus) to describe a business in a state of perpetual, futile decline.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
18
The slide highlights the impact of legal recoveries and mark-to-market reversals on the income statement.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
19
Uses a Monopoly 'Chance' card illustration to metaphorically represent the loss of a revenue stream.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
20
The slide uses a Beatles lyric as a title to imply that the high income levels of the past are unlikely to return.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
21
The slide uses a dual-axis chart to correlate share count reduction with buyback activity.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
22
The cartoon depicts a businessman being flattened by a steamroller, a common metaphor for 'picking up pennies in front of a steamroller'.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
23
The slide uses a 'No room for losses' headline to frame the high leverage ratios as a critical risk factor.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
24
The slide uses a pun in the title to highlight the outsized exposure to New Jersey state debt.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
25
The slide uses a pun on 'Notorious B.I.G.' to describe the portfolio of 'Below Investment Grade' assets.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
26
The slide uses a quote from a 10-K to point out a potential conflict or unusual practice in credit rating methodology.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
27
The illustration depicts a person inflating a large letter 'A', symbolizing the artificial inflation of grades.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
28
The slide highlights a contradiction between internal company ratings and external credit agency ratings for defaulted debt.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
29
Source: PhD Comics by Jorge Cham.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
30
The slide uses a direct quote from a financial filing to support a claim about how internal credit ratings impact balance sheet reserves.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
31
The slide clarifies that the $1.3B expected loss is offset by $572M in salvage recoverables, resulting in a net reserve of $844M.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
32
The melting ice block is a visual metaphor, likely representing a crisis or economic instability.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
33
The slide uses a cultural reference to West Side Story to frame a narrative about economic or demographic challenges.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
34
The chart highlights a specific 2018 estimate point.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
35
The chart uses a dual-axis combination of bar (GNP and Debt) and line (Debt/GNP ratio) to illustrate fiscal deterioration.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
36
The title is a reference to Hemingway's 'The Sun Also Rises'.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
37
The slide provides a high-level overview of the legislative mechanism used to manage Puerto Rico's debt restructuring.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
38
The chart illustrates the long-term erosion of credit confidence prior to the 2017 default.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
39
The slide uses a juxtaposition of a pop culture reference (West Side Story) and a photo of hurricane damage to frame the severity of the event.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
40
Assured Guaranty (AGO)Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
41
The slide uses a benchmark-based methodology to estimate debt capacity.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
42
The slide highlights that 30% of AGO's exposure is in General Obligation bonds, which are constitutionally prioritized.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
43
The slide explains the mechanism of public corporations issuing debt supported by specific revenue streams and their vulnerability to clawbacks.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
44
The slide highlights that total exposure exceeds the company's entire capital base.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
45
The slide calculates total losses based on different recovery assumptions for AGO's insured debt portfolio.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
46
The slide contrasts market pricing with fiscal plan assumptions to quantify financial exposure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
47
The slide provides a quantitative breakdown of debt categories and their associated financial risks.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
48
The slide uses a stacked card visual to represent multiple ongoing legal disputes.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
49
The slide uses a satirical cartoon to frame the argument that the company's stated reserves are inadequate compared to projected losses.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
50
The slide uses a dual-axis chart to show the divergence between market reality (falling bond prices) and company reserve adjustments.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
51
The slide uses a skeptical tone to question the company's accounting assumptions regarding Puerto Rico exposure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
58
The table highlights the $4.50/lb copper price point, which corresponds to the current forward curve.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
59
The table highlights the 4.50 copper price point row.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
60
The Monopoly man is used as a visual metaphor for wealth/cash flow.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
61
The slide provides a transparent view of the inputs for a DCF model, including commodity price assumptions and cost of capital parameters.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
62
The table uses a DCF model based on a specific commodity price assumption ($3.00/lb copper).Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
63
The table uses a standard NAV build-up approach for mining assets.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
64
The table uses a standard NAV build-up methodology.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
65
The slide uses a visual metaphor to discuss a high-end market prediction.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
66
The slide serves as a concluding remark for a presentation.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit