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Matching slides 42,534
Current window 18,961-18,990
Pages 1,418
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18,961-18,990 of 42,534

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09
The slide uses a 'FALSE' watermark over the left-hand table to dismiss the opponent's claims.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
The slide uses a visual 'stamp' technique to label analyst quotes with their corresponding ratings, effectively undermining the positive sentiment of the quotes.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
Includes an inset box (B) highlighting historical dividend performance and a line chart showing FFO consensus estimate trends.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
04
Uses a bar chart to visualize the growth dilution caused by the Diamond acquisition.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
05
The slide uses a red dashed callout box to highlight the negative impact of the acquisition on market exposure.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
04
Includes stock price charts for DHI and INVH showing recovery from March 2020 lows.D.R. Horton and Invitation Homes (DHI/INVH) · Jonathan Litt
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
02
This is a press release from Land and Buildings Investment Management, LLC.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
03
MGM Resorts International (MGM)MGM Resorts International (MGM) · MGM Resorts International
Press release Activist investor Beat · Impact & Next Steps1 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
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
03
The slide combines qualitative expert testimony from CEOs with quantitative historical vacancy data to frame a negative outlook for commercial real estate.Empire State Realty Trust (ESRT) · Jonathan Litt
Press release Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
04
This is the final page of a shareholder letter, containing a sign-off from Jonathan Litt and mandatory legal disclosures.Apartment Investment and Management Company (AIV) · Jonathan Litt
Shareholder letter Activist investor Beat · Solution (Provide relief)1 hit
05
This is a standard regulatory disclosure page regarding share ownership and beneficial interest.Apartment Investment and Management Company (AIV) · Jonathan Litt
Shareholder letter Activist investor Beat · Solution (Provide relief)1 hit
03
Contains footnotes 3 and 4, referencing SEC filings and valuation methodology.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
03
This is a press release text document.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · DesireLoop · Golden Circle1 hit
04
Taubman Centers, Inc. (TCO)Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · ActionLoop · Golden Circle1 hit
03
The slide uses two bar charts to illustrate negative revenue forecasts for retail and business travel sectors.Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) · Jonathan Litt
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
04
The slide combines qualitative market analysis with a line chart showing regional job growth trends.Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) · Jonathan Litt
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
05
Includes contact information for media inquiries.Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) · Jonathan Litt
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
89
The slide argues that the current board lacks the necessary FMCG marketing and data analytics expertise, and that the reduction in female directors is a strategic failure.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
90
The table highlights Kao's lack of specific expertise (Consumer Marketing, Digital, Global FMCG, Supply Chain) compared to Reckitt, Unilever, P&G, and L'Oréal.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
91
The slide outlines the structure of the deck, moving from problem identification to proposed solutions.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
92
The Japanese text '付録' translates to 'Appendix'.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
93
The slide uses a 2x2 matrix structure to categorize business units into four quadrants: High/Low Profitability vs. High/Low Growth.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
94
The table lists target companies, acquirers, revenue multiples, EBITDA multiples, and transaction dates.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
95
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
96
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
03
The slide uses a stacked bar chart to show sector composition and an area chart to show historical drawdowns and recoveries.N/A (asset-class advocacy) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
04
The slide uses two distinct charts to support the thesis: a line chart showing historical cap rate spreads and a bar chart comparing REIT vs S&P 500 returns during inflationary periods.N/A (asset-class advocacy) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit