slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 38,941-38,970
Pages 3,679
Rows per page 30
Component
38,941-38,970 of 110,355
03
The slide uses a two-column layout to contrast governance concerns (left) with valuation discrepancies (right).Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 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
07
The slide uses a red dashed box to highlight the specific contradiction in HGV's claims.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
08
Uses a side-by-side comparison table structure to highlight the discrepancy between the activist's claim and the company's disclosure.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
09
Uses red dashed boxes to highlight specific contradictions in valuation multiples and offer price increases.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
10
The slide uses a 'Response to L&B' format to directly counter a specific claim made by the company.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
11
Uses red dashed boxes to highlight the activist's rebuttal to the company's claims.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
01
The slide uses a line chart to visualize the surge in total direct and sublet availability of space in Alexandria's portfolio.Alexandria Real Estate Equities, Inc. (ARE) · Land & Buildings
Research note Activist investor Beat · Setup1 hit
02
The slide uses two bar charts to illustrate the increase in space availability and the composition of direct vs. sublet availability.Alexandria Real Estate Equities, Inc. (ARE) · Land & Buildings
Research note Activist investor Beat · Evidence1 hit
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 Inaction1 hit
08
Includes a valuation table comparing stock price to NAV midpoint.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
09
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Market Size1 hit
12
The slide uses a dual-chart approach to show the disconnect between historical valuation averages and current depressed EBITDA estimates.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
13
The slide uses a red dashed line to visually emphasize the downward trend and annotate the percentage drops.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Agitate1 hit
14
The slide uses a line chart to show indexed stock performance and an embedded table to show EBITDA growth relative to 2019.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Agitate1 hit
15
Uses authority-citation to validate the thesis of robust demand.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Competition1 hit
17
Uses historical examples of Marriott/Host Hotels and MGM/MGP to validate the OpCo/PropCo strategy for Six Flags.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
18
The slide uses a standard real estate sale-leaseback valuation methodology to derive implied equity value.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
22
Includes three distinct tables: Gaming Real Estate Transactions, Public Gaming REIT Valuations, and Public Gaming OpCo Valuations.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
24
The slide uses a diagnostic approach to frame the 2022 performance as a self-inflicted error rather than a structural market failure.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
26
Includes a line chart showing stock performance over 18 years.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Cost Of Inaction1 hit
30
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
31
The slide uses a grid of event images to illustrate the proposed strategy.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
33
The chart uses green arrows to denote specific insider buy events with corresponding dollar amounts.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Before After1 hit
34
The chart shows revenue growth for existing operators, supporting the 'moat' thesis.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Before After1 hit
35
Includes citations from Variety, Fortune, and Attractions Management to support the thesis.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Before After1 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
01
Includes a data table comparing annualized returns over various trailing periods.Public REIT sector (vs. private real estate) · Land and Buildings
Research note Activist investor Beat · Identify PainLoop · Cost Of Inaction1 hit
02
The slide uses a line chart to demonstrate the performance gap between public and private real estate over 30 years.Public REIT sector (vs. private real estate) · Land and Buildings
Research note Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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 Inaction1 hit