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9,391-9,420 of 96,741
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 Inaction2 hits
01
Includes a specific valuation target of $45 per share.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & Complication2 hits
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 Breakdown2 hits
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 Reveal2 hits
05
The slide uses a red dashed callout box to highlight the negative impact of the acquisition on market exposure.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In2 hits
11
Uses red dashed boxes to highlight the activist's rebuttal to the company's claims.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
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 · Setup2 hits
01
Includes a bar chart comparing REIT returns vs S&P 500 during four periods of sustained inflation.REIT sector (thematic) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Voice Of Customer2 hits
28
The slide uses a 'low bar' argument to suggest upside potential for investors.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Cost Of Inaction2 hits
10
The slide highlights a conflict of interest and lack of oversight regarding executive compensation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate2 hits
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 Inaction2 hits
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 Inaction2 hits
01
The slide serves as an introduction to a white paper or research note on executive pay practices in the REIT sector.US REIT sector (15 underperforming large-cap REITs) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Benchmark Gap2 hits
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 Moment2 hits
32
Uses a side-by-side comparison of management quotes vs. market data to expose a contradiction.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change2 hits
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Uses headshots and text descriptions of board turnover to argue against the efficacy of current leadership.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change2 hits
34
The slide uses a visual distinction (pink vs grey borders) to categorize directors as 'Incumbent' vs 'New', while highlighting that the 'Incumbent' group remains in control.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change2 hits
38
The slide uses company logos as a proxy for the quality of experience brought by the activist's nominees.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change2 hits
41
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory2 hits
44
Uses a classic 'Before/After' or 'Current/Future' state comparison framework.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After2 hits
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Uses a waterfall-bridge chart to illustrate the path from current share price to intrinsic value.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After2 hits
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The chart highlights the poor performance of follow-on offerings compared to the initial IPO price.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory2 hits
54
The slide uses a two-column list format to categorize feedback, with specific callouts for 'trust' and 'inconsistent' actions.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory2 hits
63
The slide uses a negative bar for 2023 growth to emphasize the decline.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 2 hits
72
Uses a combination of quantitative data (bar chart) and qualitative evidence (quotes) to build a case against management's capital allocation.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 2 hits
75
The slide uses a bar chart to contrast historical focus (IPO through Q4 2024) with recent focus (Q1 2025).Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 2 hits
83
Uses a timeline on the left and a callout box on the right to contrast board behavior with shareholder demands.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 2 hits
89
The slide uses a waterfall-style bridge to justify a target share price range of $46.34 to $56.21.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 2 hits
97
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 2 hits
104
The slide uses a comparison table to highlight the shift from discretionary/undisclosed metrics to specific, performance-based targets.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 2 hits