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9,361-9,390 of 96,741
03
Uses a red dashed box to highlight the activist's counter-argument against a specific slide from the company's presentation.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
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)2 hits
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 · Iceberg2 hits
08
Uses red 'X' overlays on peer comparison charts to invalidate the company's claims of strong performance.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg2 hits
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 Inaction2 hits
03
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 Reveal2 hits
01
Taubman Centers, Inc. (TCO)Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 2 hits
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 Contradiction2 hits
02
Includes standard press release boilerplate and legal disclaimers regarding peer group definitions and pro-rata asset calculations.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
03
This is a press release text document.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · DesireLoop · Golden Circle2 hits
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 Inaction2 hits
03
The slide uses a 'villain' framing for Kao's management by contrasting Oasis's successful track record with Kao's alleged refusal to listen.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
05
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
24
The slide contrasts Kao's low marketing spend (as a % of sales) against peers, suggesting that competitor success is due to better marketing execution rather than product superiority.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
26
Oasis Management activist deck slide criticizing Kao's digital strategy.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
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)2 hits
46
Includes a callout box regarding the Oasis & BDTI partnership for women director training.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
63
Comparison of 2022 revenue figures to highlight growth potential for SENSAI.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
66
The slide uses a contrast between the current limited reach of Kate Tokyo and the massive scale of Maybelline to highlight the opportunity gap.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
79
The slide uses a two-column layout: left side focuses on leadership (CMO) and budget strategy, right side lists 8 priority areas.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
80
The slide uses a 'Current State' (現状) callout to frame the problem. It highlights that products are categorized by popularity rather than skin type, which is a key strategic critique.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
81
The slide focuses on brand identity and digital presence for the Curél product line.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
82
The slide uses screenshots of social media profiles to illustrate the lack of effective branding and presence.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
83
The slide uses 'Oasis' as a design agency or concept creator, referencing 'Lip Monster' product line.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
86
The slide outlines a digital marketing strategy focusing on UI/UX redesign and content creation for social media.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
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)2 hits
11
The slide uses a rhetorical question format to challenge the board's oversight of marketing investment and international growth strategy.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain2 hits
13
The slide uses a line chart for gross margin trends and a bar chart for operating profit margins to expose a performance gap.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain2 hits
14
The slide uses a line chart to show Kao's declining return on research capital relative to peers and a bar chart to show the collapse of EVA into negative territory.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain2 hits
03
The slide presents four distinct professional biographies for potential board nominees.Kao Corporation (4452) · Seth Fischer
Press release Activist investor Beat · InterestLoop · Golden Circle2 hits