slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 3,031-3,060
Pages 10,128
Rows per page 30
Component
3,031-3,060 of 303,834
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 Inaction3 hits
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 Gap3 hits
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 Gap3 hits
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 Gap3 hits
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 Gap3 hits
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 Gap3 hits
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 Gap3 hits
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 Gap3 hits
12
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 Inaction3 hits
01
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)3 hits
06
This is a formal legal notice/letter from an activist investor.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
45
Uses a 'BlackRock Narrative' vs '...Analysed' structure to expose a contradiction.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 3 hits
05
This slide outlines a specific shareholder proposal regarding corporate governance structure.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Call to Action3 hits
02
This is the final page of a press release document.Dye & Durham Limited (DND) · Arnaud Ajdler
Press release Activist investor Beat · DesireLoop · Cost Of Inaction3 hits
02
Page 2 of a press release document.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor Beat · Action3 hits
19
Uses a two-part structure to juxtapose corporate narrative against activist critique.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)3 hits
02
The slide uses three distinct charts to support the thesis that suburban housing demand is growing due to demographic shifts and supply constraints.D.R. Horton and Invitation Homes (DHI/INVH) · Jonathan Litt
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction3 hits
08
National Health Investors, Inc. (NHI)National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor 3 hits
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 Inaction3 hits
01
The slide uses a strong, accusatory tone typical of activist investor presentations (Land & Buildings).Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Problem3 hits
37
Uses analyst quotes to validate the activist's critique of management's lack of ambition and focus.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 3 hits
39
Uses CEO quotes to demonstrate a lack of strategic focus.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 3 hits
03
The slide uses a timeline to demonstrate that Kao's claim of an 'ongoing' review process was contradicted by their later admission that decisions were made before candidates were proposed.Kao Corporation (4452) · Oasis Management Company Ltd.
Press release Activist investor Beat · ComplicationLoop · Pattern Hunter3 hits
01
This is the first page of a shareholder letter/activist campaign document.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · Attention3 hits
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 Inaction3 hits
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 Inaction3 hits
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 Inaction3 hits
02
Standard corporate press release footer content.Kao Corporation (4452 JT) · Seth Fischer
Press release Activist investor Beat · Satisfaction3 hits
03
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 Gap3 hits
02
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 Inaction3 hits