slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 38,971-39,000
Pages 3,679
Rows per page 30
Component
38,971-39,000 of 110,355
01
The slide serves as an introduction to a series of company profiles.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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 Inaction1 hit
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 Gap1 hit
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 Gap1 hit
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 Gap1 hit
09
The slide uses a 'name and shame' approach to advocate for voting against compensation committees due to persistent underperformance.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
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 Gap1 hit
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 Inaction1 hit
13
Includes a specific call to action for shareholders to vote against the compensation committee members.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
01
Includes a specific valuation target of $45 per share.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & Complication1 hit
02
This is a page from an activist investor press release/letter. It uses a narrative structure to build a case against current board governance.Parkland Corporation (PKI) · Arnaud Ajdler
Press release Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
Includes a footnote regarding TSR calculation methodology and peer group definitions.Parkland Corporation (PKI) · Arnaud Ajdler
Press release Activist investor Beat · ActionLoop · Golden Circle1 hit
07
LBO model transaction overview slide.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)Loop · Pattern Hunter1 hit
08
The slide uses two bar charts to demonstrate that the offer price is undervalued relative to the company's cash flow generation potential.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)Loop · Pattern Hunter1 hit
09
The slide uses a stock chart to visualize the gap between the current offer and the projected stock price based on fundamental performance.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · Pattern Hunter1 hit
10
The slide uses a comparison table to highlight qualitative differences (higher ed exposure, digital transition, NOLs, business mix) to justify a premium valuation.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · Pattern Hunter1 hit
11
The slide uses a 'before-after' comparison of financial models to expose management's lack of credibility.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · The Reveal1 hit
12
The slide uses a combination of a direct quote from a regulatory filing and a numbered list of analytical critiques.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · The Reveal1 hit
13
The slide uses a sensitivity table to demonstrate the range of potential returns for an LBO scenario.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)Loop · The Reveal1 hit
14
Includes a footnote explaining the conservative assumptions (10% reduction in billings growth, 40% incremental variable costs).Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
16
Includes a callout box highlighting the key takeaway and a legend for IRR thresholds.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
17
Includes a footnote regarding interest rate assumptions for the recapitalization.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
18
Uses a contrast-pairs framework to dismantle the company's premium argument.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
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)1 hit
20
Uses a direct comparison format to dismantle the target's narrative.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
01
The slide outlines a conflict of interest involving the Adams brothers and proposes three potential outcomes for NHC, starting with a 'bad' scenario.National Healthcare Corporation (NHC) · 26_Land_and_Buildings
Press release Activist investor Beat · Setup1 hit
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 Inaction1 hit
01
The slide serves as an introduction to a white paper or research note on executive pay practices in the REIT sector.US REIT sector (15 underperforming large-cap REITs) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Benchmark Gap1 hit
02
The table highlights a disconnect between poor shareholder returns and high executive compensation.US REIT sector (15 underperforming large-cap REITs) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
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 Gap1 hit