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Ben Axler · activist-deck

Healthcare Trust of America, Inc. (HTA)

39 pages · 4 arc beats · 2 loops

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Healthcare Trust of America, Inc. (HTA)

Ben Axler · 2018-06
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 29 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Call 4 slides 100% 4/4 slides 100% 4/4 slides · 16 hits
— 0/4 slides
50% 2/4 slides
— 0/4 slides
100% 4/4 slides
— 0/4 slides
The Monster 7 slides 100% 7/7 slides 100% 7/7 slides · 41 hits
— 0/7 slides
— 0/7 slides
85.7% 6/7 slides 100% 7/7 slides 100% 7/7 slides The Struggle 11 slides 100% 11/11 slides 100% 11/11 slides · 75 hits
— 0/11 slides
— 0/11 slides
72.7% 8/11 slides 100% 11/11 slides
— 0/11 slides
The Victory 7 slides 100% 7/7 slides 100% 7/7 slides · 43 hits
— 0/7 slides
— 0/7 slides
85.7% 6/7 slides 100% 7/7 slides 100% 7/7 slides

Slide inventory

39
every slide · same image gating as the playbook
01
Slide 1
The slide uses a satirical visual metaphor (chalk outline on a golf course, ambulance, 'Broken Medical Trust' sign) to frame the company negatively.front_matter
Open slide detailBeat · The Call
02
other
Open slide detailBeat · The Call
03
The table serves as a track record of the firm's influence on corporate leadership.summarize
Open slide detailBeat · The Call
04
Features the Spruce Point Capital Management logo (pine tree).front_matter
Open slide detailBeat · The Call
05
This is a classic activist short thesis summary slide, highlighting multiple red flags.summarize
Open slide detail
06
The slide uses a list-based structure to present four distinct arguments against the current management and board.summarize
Open slide detail
07
This is a text-heavy thesis slide setting the stage for the rest of the deck's arguments regarding accounting irregularities.frame_situation
Open slide detail
08
The slide is a direct image of a formal letter.expose_contradiction
Open slide detail
09
Includes current market cap, enterprise value, and key financial metrics (Revenue, NOI, FFO, EPS) from 2017A to 2019E.analyze_data
Open slide detail
10
Spruce Point Capital Management branding.front_matter
Open slide detailBeat · The MonsterLoop · Tale Two Worlds
11
This slide is part of an activist short report, likely setting up a contradiction between the public narrative and the underlying reality of the CEO's performanexpose_contradiction
Open slide detailBeat · The MonsterLoop · Tale Two Worlds
12
The slide uses a hub-and-spoke diagram to link the CEO to multiple failed or controversial business entities.name_villain
Open slide detailBeat · The MonsterLoop · Tale Two Worlds
13
The slide uses the word 'FAIL' as a watermark over the outcome column for several entries.expose_contradiction
Open slide detailBeat · The MonsterLoop · Tale Two Worlds
14
The slide uses a 'before-after' style framing to attribute poor stock performance to a specific individual's leadership.expose_contradiction
Open slide detailBeat · The MonsterLoop · Tale Two Worlds
15
Uses red boxes to highlight specific directors with problematic historical ties to the CEO.expose_contradiction
Open slide detailBeat · The MonsterLoop · Tale Two Worlds
16
The slide uses a callout box to synthesize the narrative of deep-seated conflicts between Thompson and Peters.expose_contradiction
Open slide detailBeat · The MonsterLoop · Tale Two Worlds
17
The slide uses a spruce tree logo, likely representing Spruce Point Capital Management.transition
Open slide detailBeat · The Struggle
18
The slide uses a red border to highlight the repetitive nature of the quotes.expose_contradiction
Open slide detailBeat · The Struggle
19
The slide uses a narrow y-axis scale (0-8%) to emphasize the flatness of the growth trend.analyze_data
Open slide detailBeat · The Struggle
20
The slide uses a comparison frame to highlight how the definition has become more permissive over time, facilitating potential earnings management.expose_contradiction
Open slide detailBeat · The Struggle
21
Includes a red flag icon on the HTA data point to signify suspicion or anomaly.compare_peers
Open slide detailBeat · The Struggle
22
Uses a two-column layout to contrast executive governance issues with operational team composition.expose_contradiction
Open slide detailBeat · The Struggle
23
The slide uses a table to highlight discrepancies in reported NOI growth, implying HTA removes properties to maintain a consistent ~3% growth rate.expose_contradiction
Open slide detailBeat · The Struggle
24
The slide uses callouts to point to specific rows in the tables, questioning management's discretion in expense classification.expose_contradiction
Open slide detailBeat · The Struggle
25
Uses a 'Theory vs. Reality' framework to highlight financial discrepancies.expose_contradiction
Open slide detailBeat · The Struggle
26
The slide uses red boxes to highlight the discrepancy between the 'High' target (3.0%) and the 'Actual' performance (2.9%) across multiple years.expose_contradiction
Open slide detailBeat · The Struggle
27
Uses visual red-lining to highlight the omission of a specific data point.expose_contradiction
Open slide detailBeat · The Struggle
28
front_matter
Open slide detail
29
Uses screenshots of media appearances to undermine CEO credibility.expose_contradiction
Open slide detail
30
The slide lists five specific examples of Seeking Alpha articles with dates to support the claim of promotional activity.expose_contradiction
Open slide detail
31
The slide uses red arrows for negative trends (insider) and green arrows for positive trends (institutional) to visually reinforce the activist thesis.expose_contradiction
Open slide detail
32
The slide uses red arrows to visually emphasize recent analyst downgrades, contrasting with the overall 'Buy' consensus.preempt_rebuttal
Open slide detail
33
The slide uses the Spruce Point Capital Management logo (the tree) as a visual anchor.frame_problem
Open slide detailBeat · The VictoryLoop · Cost Of Inaction
34
The slide uses a Bloomberg terminal screenshot to visualize the stock drop event.expose_contradiction
Open slide detailBeat · The VictoryLoop · Cost Of Inaction
35
Uses a visual '?' to imply that HTA's 'As If Adjusted' data is missing or hidden, drawing a parallel to BRX's restatement.expose_contradiction
Open slide detailBeat · The VictoryLoop · Cost Of Inaction
36
The slide uses a '?' to imply that HTA's data is missing or requires the same forensic adjustment as BRX.expose_contradiction
Open slide detailBeat · The VictoryLoop · Cost Of Inaction
37
The slide uses a dual-row timeline structure to contrast public company statements with internal events.expose_contradiction
Open slide detailBeat · The VictoryLoop · Cost Of Inaction
38
The slide uses a Bloomberg terminal screenshot to anchor the stock price drop to the specific date of the 8K filing.expose_contradiction
Open slide detailBeat · The VictoryLoop · Cost Of Inaction
39
The slide uses a horizontal arrow timeline to map events from May 2014 to December 2015.expose_contradiction
Open slide detailBeat · The VictoryLoop · Cost Of Inaction