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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 15,271-15,300
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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15,271-15,300 of 26,550

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Houghton Mifflin Harcourt (HMHC)Houghton Mifflin Harcourt (HMHC) · Engine Capital
Press release Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
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The slide uses a 'Proxy Compensation Spotlight' format to target specific companies and their boards.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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Includes a specific call to action for shareholders to vote against the compensation committee members.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
14
Multiple REITs (21 underperformers)Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
01
Slide 1
The slide uses a comparison table to highlight significant underperformance against market indices.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
02
This is a page from a shareholder letter by Engine Capital.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence1 hit
02
This is a page from an activist investor press release/letter. It uses a narrative structure to build a case against current board governance.Parkland Corporation (PKI) · Arnaud Ajdler
Press release Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
Includes a footnote regarding TSR calculation methodology and peer group definitions.Parkland Corporation (PKI) · Arnaud Ajdler
Press release Activist investor Beat · ActionLoop · Golden Circle1 hit
01
Slide 1
The slide uses a strong, accusatory tone typical of activist investor presentations (Land & Buildings).Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Problem1 hit
02
The slide uses strong, adversarial language ('egregiously management-friendly', 'structural trap', 'staggering') to frame the investment thesis.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Problem1 hit
03
The slide uses a comparative framework to highlight excessive executive compensation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Problem1 hit
04
The slide uses a 'villain' framing for the CEO's compensation structure and cites a historical precedent to argue against it.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate1 hit
05
The slide uses a narrative case study approach to contrast executive compensation governance at SPG and Prologis before presenting a comparative table.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate1 hit
06
The slide uses a 'villain critique' framing to argue that Mitra's compensation is excessive compared to historical precedents like David Simon's rejected 2011 award.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate1 hit
07
The slide uses a 'Hidden Dividend Income' table and a 'Tax Advantage' comparison table to expose the discrepancy between the stated salary and actual economic benefits.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg1 hit
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Uses aggressive, critical tone to frame management actions as manipulative.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg1 hit
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The slide uses a critical tone to challenge the attribution of success to the current CEO, contrasting it with the previous CEO's legacy.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg1 hit
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The slide highlights a conflict of interest and lack of oversight regarding executive compensation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate1 hit
18
Includes a quote from Charlie Munger regarding incentives.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
19
This is a formal letter/closing slide from an activist investor presentation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
02
This is a page from an activist shareholder letter (Simpson/Engine vs Parkland).Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Agitate (Make it worse)1 hit
03
The slide argues that Parkland's SG&A growth outpaces its GP growth, unlike its peers, suggesting a $275M cost opportunity.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
05
The slide uses historical M&A data to justify the thesis that a sale would unlock value through synergies.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
01
Slide 1
The slide serves as an introduction to a white paper or research note on executive pay practices in the REIT sector.US REIT sector (15 underperforming large-cap REITs) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Benchmark Gap1 hit
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The table highlights a disconnect between poor shareholder returns and high executive compensation.US REIT sector (15 underperforming large-cap REITs) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
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The slide highlights a potential conflict of interest or lack of accountability by showing the specific committee members responsible for compensation at underperforming firms.US REIT sector (15 underperforming large-cap REITs) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Benchmark Gap1 hit
04
US REIT sector (15 underperforming large-cap REITs)US REIT sector (15 underperforming large-cap REITs) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)1 hit
01
Slide 1
This is a formal press release/letter document.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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The slide uses a combination of a performance table and qualitative narrative to argue for management failure.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit