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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

110,701-110,760 of 319,975

filter-aware
52
The slide uses a waterfall-style logic to adjust the initial S&P capacity figure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
53
Uses the iceberg metaphor to imply hidden depth or systemic issues.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
54
The slide highlights a discrepancy where internal ratings are generally higher than external credit ratings.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
55
The 'e' suffix on loss figures likely denotes 'estimated'.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
56
BIG stands for Below Investment Grade.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
57
The slide highlights a 2.7% reserve ratio for the specified book.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
58
The slide argues that the company has insufficient loss reserves relative to its high-risk exposure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
59
The slide uses a cartoon to lighten the tone while introducing serious financial risk concerns.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
60
The title is a pun on the CEO's name, Dominic Frederico.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
61
The slide highlights specific state-level credit risks for AGO, contrasting Illinois and New Jersey.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
62
The slide uses a cartoon to frame a critique of a company's financial health and the necessity of regulatory oversight.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
63
The slide uses a quote to imply accounting impropriety or 'dis-engineering' at AGO.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
01
Slide 1
Includes introductory remarks about the conference format.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
01
Slide 1
The slide includes introductory remarks about the conference format.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
02
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
03
The chart highlights a significant trend of capital moving from active to passive management, with a notable divergence in recent years.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
04
The slide uses a psychological concept (negative reinforcement) to explain a financial market phenomenon (divergence from fair value).Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
05
The chart uses an area-stacked style to show cumulative flows.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
06
The chart shows a significant peak in the 'GS Non-Profitable Tech Basket' around 2021 followed by a sharp decline.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
07
The chart includes an annotation arrow indicating that 'Expensive stocks went up the most'.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
08
The slide uses a visual metaphor of a gasoline car vs an electric car to set up a future comparison.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
09
The slide uses a playful, informal tone to build curiosity about a stock recommendation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
10
Uses humor to highlight the lack of differentiation in a commodity-like market.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
11
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
12
The slide provides a summary of valuation metrics for the European auto parts sector as of May 2023.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
13
The slide uses a 2x2 grid to categorize product offerings.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
14
The slide uses a logo grid to establish the company's market position as a supplier to major global automotive manufacturers.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
15
The slide uses a humorous cartoon to transition into a discussion about industry-specific cost pressures and contract structures.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
16
The table uses a heatmap-style color coding where red indicates positive inflation and green indicates deflation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
17
The slide includes a disclaimer that figures are Greenlight Capital estimates.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
18
The slide uses a valuation range of 2.9B to 4.3B euros based on the calculated multiples.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
19
The slide uses a casual, conversational tone to introduce a new subject.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
20
The chart uses a gradient background and includes a specific data point callout in the text below the chart.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
21
Uses a 'Hi and Lois' comic strip to illustrate the danger of incompetence in technical fields, serving as a metaphor for the importance of expertise in EV powertrain supply.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
22
The slide uses a product catalog style to demonstrate the company's technical capabilities and market presence.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
23
The slide uses an exploded view to map specific business units to vehicle components, arguing for the 'stickiness' of the business.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
24
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Golden Circle1 hit
25
The slide uses a table format to rank competitors across multiple dimensions, highlighting the subject company's strong market position.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
26
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
27
The slide uses a logo grid to establish credibility and market reach.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
28
The chart includes a trend line indicating the CAGR.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
29
The term 'Peanut Butter' appears to be a placeholder or internal codename for a specific technology provider or component.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
30
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
31
The slide uses imagery of futuristic cars to represent the 'Future Platforms' theme.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
32
The cartoon is used as a metaphor for having a 'letter' (order backlog) that guarantees future success, contrasting with the perception of being a 'loser' (profitless growth).Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
33
Includes cartoonish euro bill illustrations.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
34
The slide presents a financial model projection for a growth company, highlighting the transition from negative to positive margins.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
35
The slide uses a cartoon to highlight the subjectivity or lack of consensus in valuation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
36
The slide defines 'profitless tech' as companies with >$2.5B market cap, no history of profitability, expected to be unprofitable in 2023, and profitable in 2025.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
37
The slide uses a cartoon to illustrate the speculative nature of the valuation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
38
The slide uses a photo of Cathie Wood to anchor a hypothetical valuation scenario.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
39
The slide serves as a placeholder for a video asset.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
40
Uses a visual metaphor of a Reese's cup to explain a business integration or M&A concept.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
41
The slide uses an AI-generated image to metaphorically represent the company's business transformation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
42
The slide uses a 'free option' narrative to frame the valuation gap.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
43
The slide explicitly notes that 2026 estimates are 30-40% higher than consensus.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
44
The slide highlights that Reese trades at significantly lower multiples than its peers.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
45
Uses a 'reveal' meme format to transition to company-specific content.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
46
The slide acts as a placeholder for a video presentation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
47
Includes a stock price chart and a brief personal closing remark.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit