Welltower Inc. (WELL) · page 13 of 20
Highlights the misalignment between CEO compensation and shareholder interests regarding performance-based termination.
Research note · preempt_rebuttal · expose_gap · dense density
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Audience Definition slide · 70%
The Board would be paying the CEO half a billion dollars on the way out the door after he destroyed shareholder value.
Thesis archetype slide · 80%The critical gap: "cause" typically in standard REIT practice means fraud, criminal conduct, willful misconduct, or material breaches of duty.
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