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 66,061-66,090
Pages 2,643
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Component
66,061-66,090 of 79,264
02
This is the executive summary/thesis slide of the deck, clearly stating the activist's position and the core reasons for their opposition.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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
04
Uses a bar chart to visualize the growth dilution caused by the Diamond acquisition.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 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
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
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
The slide serves as an activist investor's summary of their position on National Health Investors (NHI).National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
01
Includes a bar chart comparing REIT returns vs S&P 500 during four periods of sustained inflation.REIT sector (thematic) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Voice Of Customer1 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
03
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 Inaction1 hit
04
The slide uses two waterfall charts for rental growth and one bar chart for inflation-linked performance.REIT sector (thematic) · Land and Buildings
Research note Activist investor 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
04
Includes a specific callout regarding potential share price doubling in 18 months.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 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
11
Includes a visual representation of the OpCo/PropCo split leading to value creation.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 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
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
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
03
The slide uses two bar charts to illustrate negative revenue forecasts for retail and business travel sectors.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
04
The slide combines qualitative market analysis with a line chart showing regional job growth trends.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
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
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