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slides · global inventory

Problem Agitate Solution

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 26,550
Current window 15,241-15,270
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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15,241-15,270 of 26,550

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01
Slide 1
The slide serves as an introduction to a series of company profiles.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
02
The table lists 21 companies, but only 20 rows are visible in the provided image.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
03
The slide uses a consistent structure for two different companies to advocate for voting against compensation committees.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
04
Uses a 'Proxy Compensation Spotlight' format to highlight specific companies and their CEO compensation relative to TSR.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
05
The slide uses a 'Proxy Compensation Spotlight' format to advocate for shareholder action against specific boards.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
06
The slide uses a 'Proxy Compensation Spotlight' format to highlight misalignment between pay and performance for two specific REITs.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
07
The slide uses a 'Proxy Compensation Spotlight' format to advocate for voting against compensation committees due to pay-for-performance misalignment.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
08
The slide uses a 'Proxy Compensation Spotlight' format to advocate for shareholder voting against compensation committees.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
09
The slide uses a 'name and shame' approach to advocate for voting against compensation committees due to persistent underperformance.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
10
The slide uses a 'Proxy Compensation Spotlight' format to highlight specific companies for shareholder activism.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
11
The slide uses a 'Proxy Compensation Spotlight' format to advocate for voting against compensation committees due to performance-pay misalignment.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
02
The slide serves as an activist investor's summary of their position on National Health Investors (NHI).National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
03
The slide uses a 'precedent' argument to validate the activist's proposed board changes.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
04
This is an activist investor letter slide targeting specific board members (Adams brothers, Charlotte Swafford) for their ties to NHC.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
05
The slide uses a 'web of interlocks' narrative to attack board independence.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
06
This is a classic activist investor 'vote no' campaign slide.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
07
Includes signature and formal legal disclaimer.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
01
Slide 1
Includes a bar chart comparing REIT returns vs S&P 500 during four periods of sustained inflation.REIT sector (thematic) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Voice Of Customer1 hit
02
Includes a line chart comparing cumulative growth and a scatter plot showing correlation between annual REIT NOI growth and annual CPI.REIT sector (thematic) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
03
Includes specific stock tickers (AVB, AMH, PSA, FR) as investment examples.REIT sector (thematic) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
09
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Market Size1 hit
13
The slide uses a red dashed line to visually emphasize the downward trend and annotate the percentage drops.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Agitate1 hit
14
The slide uses a line chart to show indexed stock performance and an embedded table to show EBITDA growth relative to 2019.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Agitate1 hit
15
Uses authority-citation to validate the thesis of robust demand.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Competition1 hit
24
The slide uses a diagnostic approach to frame the 2022 performance as a self-inflicted error rather than a structural market failure.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
32
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
01
Slide 1
Includes a data table comparing annualized returns over various trailing periods.Public REIT sector (vs. private real estate) · Land and Buildings
Research note Activist investor Beat · Identify PainLoop · Cost Of Inaction1 hit
02
The slide uses a line chart to demonstrate the performance gap between public and private real estate over 30 years.Public REIT sector (vs. private real estate) · Land and Buildings
Research note Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
03
The slide uses two charts: a stacked bar chart showing REIT sector composition and a time-series bar chart showing institutional investor positioning.Public REIT sector (vs. private real estate) · Land and Buildings
Research note Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
04
The slide uses two charts to support the thesis that public real estate is better positioned than private real estate.Public REIT sector (vs. private real estate) · Land and Buildings
Research note Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit