slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 66,031-66,060
Pages 2,643
Rows per page 30
Component
66,031-66,060 of 79,264
02
This is a classic activist 'villain critique' slide, framing the company's narrative as deceptive.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
05
Uses red dashed boxes to highlight the activist's critique of the company's peer selection and performance claims.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
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 · Iceberg1 hit
09
The slide uses a 'FALSE' watermark over the left-hand table to dismiss the opponent's claims.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
Includes an inset box (B) highlighting historical dividend performance and a line chart showing FFO consensus estimate trends.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
12
Uses analyst quotes to undermine management's capital allocation strategy.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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 Inaction1 hit
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
01
The document serves as a formal press release announcement.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor Loop · Voice Of Customer1 hit
02
This is a press release from Land and Buildings Investment Management, LLC.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
01
The document uses a 'hurricane' metaphor to frame the market crisis.Empire State Realty Trust (ESRT) · Jonathan Litt
Press release Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
02
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 Inaction1 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
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
04
The slide uses a list of positive KPIs to highlight the disconnect between operational success and market valuation.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
08
Includes a logo grid of specific mall properties.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor Beat · Key Messages1 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