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Matching slides 118,471
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75,931-75,960 of 118,471
04
The slide uses a 'before-after' style diagram to critique a proposal, while using red dashed boxes to highlight key arguments against the company's current structure.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
07
Uses a 'before-after' style contradiction where the company's own framework is used as a foil for their actual performance.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
10
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
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
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
13
Hilton Grand Vacations (HGV)Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor 1 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
05
D.R. Horton and Invitation Homes (DHI/INVH)D.R. Horton and Invitation Homes (DHI/INVH) · Jonathan Litt
Research note Activist investor Loop · Cost Of Inaction1 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
01
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
03
MGM Resorts International (MGM)MGM Resorts International (MGM) · MGM Resorts International
Press release Activist investor Beat · Impact & Next Steps1 hit
03
The slide uses a 'precedent' argument to validate the activist's proposed board changes.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · AgitateLoop · 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
03
Includes a footnote defining 'Data Center Peers' used elsewhere in the deck.QTS Realty Trust (QTS) · Jonathan Litt
Press release Activist investor 1 hit
01
Six Flags Entertainment Corp. (SIX)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
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
31
The slide uses a grid of event images to illustrate the proposed strategy.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
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
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
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
88
The slide uses a provocative image of an elderly Japanese person with soap foam to emphasize the 'accessible luxury' and 'humanity' aspect of the brand.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
89
The slide argues that the current board lacks the necessary FMCG marketing and data analytics expertise, and that the reduction in female directors is a strategic failure.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
92
The Japanese text '付録' translates to 'Appendix'.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 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
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
01
This is a press release document from an activist investor.Kao Corporation (4452 JT) · Seth Fischer
Press release Activist investor Beat · Attention1 hit