slides · global inventory
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Matching slides 110,355
Current window 38,911-38,940
Pages 3,679
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Component
38,911-38,940 of 110,355
03
The slide uses a mix of CEO quotes, survey data, and market metrics to argue for a structural shift in housing preferences.D.R. Horton and Invitation Homes (DHI/INVH) · Jonathan Litt
Research note Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 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
06
Includes SEC filing reference and methodology for MGM multiple calculation.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor 1 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
02
This is a page from an activist investor letter (likely Land & Buildings) criticizing Apartment Investment and Management Company (AIV).Apartment Investment and Management Company (AIV) · Jonathan Litt
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · The Reveal1 hit
03
Includes a footnote defining 'Data Center Peers' used elsewhere in the deck.QTS Realty Trust (QTS) · Jonathan Litt
Press release Activist investor 1 hit
02
Uses a dual-axis chart to overlay operational metrics (bars) against a stock price index (line).Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor Beat · Expose Contradiction1 hit
03
The slide uses a line chart to highlight a valuation gap, specifically calling out Taubman's 25% decline.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor Beat · Expose Contradiction1 hit
05
Uses the 'ceo-quote-contradiction' pattern to highlight the gap between management sentiment and market valuation.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor Beat · Expose Contradiction1 hit
06
Uses news headlines as evidence of market sentiment and activist activity.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor Beat · Cite Precedent1 hit
07
The slide uses a quote as an authority citation to validate the thesis that emerging brands are the future tenants for Class A malls.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
08
Includes a logo grid of specific mall properties.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor Beat · Key Messages1 hit
09
Uses a 'preempt_rebuttal' style to frame management's narrative as a deceptive tactic.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
10
Uses a split-chart layout to show long-term and YTD underperformance.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
11
The slide serves as a summary of the activist's thesis and a warning to the board.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor Beat · Closing Ask1 hit
12
Includes a comparison of sales per square foot between The Mall at Short Hills and Livingston Mall.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
14
Includes a map showing trade area radius and sales per square foot comparison.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
16
Includes a 5-mile radius map showing competitor sales per square foot.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
18
The slide highlights the Beverly Center's underperformance relative to nearby competitors like Century City and The Grove.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
20
Includes a list of representative luxury and high-end retail tenants.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
22
Includes a table of 2017 demographics and a map showing competitor sales per square foot.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
24
Includes a 5-mile radius map and a table of 2017 demographic data.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
26
Includes a list of representative tenants at the property.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
28
The slide highlights the trade area radius and key demographic metrics to establish the market potential of the property.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
03
This is a press release text document.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · DesireLoop · Golden Circle1 hit
02
The slide argues that the market is failing to differentiate between stocks with a fundamental rebound and those experiencing a temporary 'mirage' of normalcy.Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) · Jonathan Litt
Research note Activist investor Beat · Agitate (Make it worse)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
01
The slide uses a 'Key Points' sidebar to summarize the investment thesis.N/A (asset-class advocacy) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
02
The chart compares the growth of $100 invested in public vs private real estate from 2001 to 2020.N/A (asset-class advocacy) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 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