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69,991-70,020 of 110,471
01
This is a text-heavy press release document.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Press release Activist investor Beat · HookLoop · Cost Of Inaction1 hit
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
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
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
02
This is a text-heavy slide from an activist investor presentation (likely Engine Capital or similar) outlining a thesis for value creation.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
This is a text-heavy slide from an activist investor letter proposing a corporate breakup (RemainCo vs SpinCo) and citing Marathon Petroleum as a precedent.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
05
This is a text-heavy shareholder letter page outlining governance and strategic demands.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
06
Parkland Corporation (PKI)Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor 1 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
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
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
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
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
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
32
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · SolutionLoop · Before After1 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
01
The slide uses a strong, accusatory tone typical of activist investor presentations (Land & Buildings).Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Problem1 hit
03
The slide uses a comparative framework to highlight excessive executive compensation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Problem1 hit
09
The slide uses a critical tone to challenge the attribution of success to the current CEO, contrasting it with the previous CEO's legacy.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg1 hit
14
Includes a list of legal precedents followed by a case study table.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
15
Uses Alexandria as a cautionary precedent for Welltower's current strategy.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
19
This is a formal letter/closing slide from an activist investor presentation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · SolutionLoop · 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
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