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Matching slides 118,471
Current window 32,911-32,940
Pages 3,950
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32,911-32,940 of 118,471
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Taubman Centers, Inc. (TCO)Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor 2 hits
08
Uses red 'X' overlays on peer comparison charts to invalidate the company's claims of strong performance.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg2 hits
02
Standard press release footer format.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Loop · Cost Of Inaction2 hits
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The document serves as a formal press release announcement.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor Loop · Voice Of Customer2 hits
02
This is a text-heavy press release slide outlining the investment thesis for Land and Buildings' activist campaign against MGM.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor Loop · Voice Of Customer2 hits
03
MGM Resorts International (MGM)MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor 2 hits
03
MGM Resorts International (MGM)MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor Loop · Cost Of Inaction2 hits
02
Standard press release boilerplate and SEC regulatory disclosure text.MGM Resorts International (MGM) · MGM Resorts International
Press release Activist investor Beat · Evidence & Proof2 hits
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This is an activist investor letter (proxy solicitation) targeting specific board members.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Loop · Voice Of Customer2 hits
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 Inaction2 hits
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Includes signature and formal legal disclaimer.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
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National Health Investors, Inc. (NHI)National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor 2 hits
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 Inaction2 hits
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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 Inaction2 hits
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The slide is a dense text-heavy press release or research note format with supporting charts.Empire State Realty Trust (ESRT) · Jonathan Litt
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
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This is a press release excerpt from Land & Buildings (L&B) criticizing ESRT.Empire State Realty Trust (ESRT) · Jonathan Litt
Press release Activist investor 2 hits
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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)2 hits
01
The document uses a 'fact-check' style structure to expose contradictions in the target company's narrative.QTS Realty Trust (QTS) · Jonathan Litt
Press release Activist investor 2 hits
02
This is a text-heavy press release document formatted as a letter.QTS Realty Trust (QTS) · Jonathan Litt
Press release Activist investor 2 hits
21
Slide 21 of the deck.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 2 hits
29
The slide uses a 'ceo-quote-contradiction' pattern to contrast past failure with current optimism.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 2 hits
01
Taubman Centers, Inc. (TCO)Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 2 hits
02
Includes standard press release boilerplate and legal disclaimers regarding peer group definitions and pro-rata asset calculations.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
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The document is a formal press release issued on May 30, 2017.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · AttentionLoop · Golden Circle2 hits
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Taubman Centers, Inc. (TCO)Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · ActionLoop · Golden Circle2 hits
01
The slide uses a 'Vaccine Mirage' metaphor to warn investors against mistaking temporary recovery for long-term value.Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) · Jonathan Litt
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
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 Inaction2 hits
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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 Inaction2 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 Inaction2 hits
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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 Inaction2 hits