slides · global inventory
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Matching slides 10,645
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Pages 355
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Component
7,201-7,230 of 10,645
01
Press release format.Dye & Durham Limited (DND) · Arnaud Ajdler
Press release Activist investor Beat · AttentionLoop · Aha Moment1 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
12
Uses red dashed boxes to highlight specific claims and corresponding rebuttals.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)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
04
This is a press release excerpt from Land & Buildings (L&B) criticizing ESRT.Empire State Realty Trust (ESRT) · Jonathan Litt
Press release Activist investor 1 hit
25
The slide uses a CEO quote to expose a management failure or strategic misstep.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Cost Of Inaction1 hit
07
The slide uses a quote as an authority citation to validate the thesis that emerging brands are the future tenants for Class A malls.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
01
Includes specific allegations of value destruction and governance failures.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · ProblemLoop · Cost Of Inaction1 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
16
Includes a table of top 10 shareholders to illustrate the passive nature of the investor base.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
01
The slide uses a table to quantify insider buying and then uses that data to challenge the Board's stated confidence in the company's future.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · AttentionLoop · Pattern Hunter1 hit
01
Lyft (LYFT)Lyft (LYFT) · Arnaud Ajdler
Press release Activist investor Beat · Situation & Context1 hit
56
Uses a waterfall-style bridge to illustrate the gap between current company forecasts and market-aligned potential.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
68
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
23
The slide uses a quote from the Kao CEO to frame the company's marketing strategy as potentially misguided compared to global peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
The chart uses a trend line to show the correlation between brand count and revenue, positioning Kao as an outlier with too many brands for its revenue scale.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
33
Oasis Managementによる花王へのアクティビスト提案資料の一部。Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
38
The slide uses a quote from management to expose a contradiction between their stated ambition and their lack of execution.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
44
The slide uses a quote format to frame management as the primary obstacle to value creation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
45
Oasis Management activist deck slide criticizing Kao's leadership composition.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
50
The slide uses a quote format to emphasize a strategic priority.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
51
Includes a quote from a Unilever executive to validate the attractiveness of the derma category.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
55
Includes a testimonial/review snippet and a quote regarding Unilever's acquisition of Tatcha.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
56
The chart illustrates the gap between Kao's internal revenue forecast and the potential growth if they matched market rates.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
68
The quote highlights the need for focus on core brands and consistent international strategy.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
04
Includes contact information, a quote from the CIO, and standard regulatory disclaimers regarding shareholder rights and joint holding rules.Kao Corporation (4452) · Seth Fischer
Press release Activist investor Beat · ActionLoop · Golden Circle1 hit
04
Includes a quote from a former leader and a table comparing growth rates and market share shifts.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
01
This is a press release document from an activist investor.Kao Corporation (4452 JT) · Seth Fischer
Press release Activist investor Beat · Attention1 hit
15
Uses a media clipping from The Globe and Mail to substantiate claims of a 'ransom' payment.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
22
Uses a combination of press clippings, org chart analysis, and employee testimonials to build a case against the CEO and Board.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit