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Matching slides 110,471
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69,961-69,990 of 110,471
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The slide uses a visual 'stamp' technique to label analyst quotes with their corresponding ratings, effectively undermining the positive sentiment of the quotes.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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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
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This is a text-heavy press release document.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · HookLoop · Cost Of Inaction1 hit
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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
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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
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Hilton Grand Vacations (HGV)Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
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This is a press release or research summary document.D.R. Horton and Invitation Homes (DHI/INVH) · Jonathan Litt
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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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
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The document is a press release formatted as a letter to shareholders.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a 'web of interlocks' narrative to attack board independence.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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This is a classic activist investor 'vote no' campaign slide.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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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
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This is a text-heavy shareholder letter page criticizing management's proposed spin-off strategy.Apartment Investment and Management Company (AIV) · Jonathan Litt
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · The Reveal1 hit
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Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
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Includes a valuation table comparing stock price to NAV midpoint.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
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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
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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
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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
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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
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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
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The slide uses a timeline-annotated line chart to show the impact of activist events on stock performance.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
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Includes a stock price chart and a summary of VICI's growth pillars and experiential investments.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck 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
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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
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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
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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
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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
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The document is a formal press release issued on May 30, 2017.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · AttentionLoop · Golden Circle1 hit
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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