slides · global inventory
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Matching slides 18,554
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11,431-11,460 of 18,554
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)1 hit
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 · 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
01
This is a text-heavy press release document.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · HookLoop · Cost Of Inaction1 hit
03
The slide uses a mix of CEO quotes, survey data, and market metrics to argue for a structural shift in housing preferences.D.R. Horton and Invitation Homes (DHI/INVH) · Jonathan Litt
Research note Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
04
Includes stock price charts for DHI and INVH showing recovery from March 2020 lows.D.R. Horton and Invitation Homes (DHI/INVH) · Jonathan Litt
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 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
The slide combines qualitative expert testimony from CEOs with quantitative historical vacancy data to frame a negative outlook for commercial real estate.Empire State Realty Trust (ESRT) · Jonathan Litt
Press release Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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 Reveal1 hit
09
Uses a 'preempt_rebuttal' style to frame management's narrative as a deceptive tactic.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
03
This is a press release text document.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · DesireLoop · Golden Circle1 hit
01
The slide uses a 'Vaccine Mirage' metaphor to warn investors against mistaking temporary recovery for long-term value.Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) · Jonathan Litt
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
53
Includes customer testimonials as evidence of product efficacy despite limited distribution.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
54
Uses customer testimonials to highlight the 'untapped' nature of the market due to lack of retail access.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
72
The slide uses a line chart to demonstrate market outperformance following a leadership change.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
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)1 hit
11
The slide uses a visual representation of star ratings alongside specific quotes from various international beauty review platforms.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
14
Includes a quote from AXA Investment Managers justifying the sale of Kao stock due to underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
15
The slide uses a quote-style layout to frame the activist's core thesis regarding Kao's performance and strategic direction.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
22
The slide critiques Kao's internal projections for Latin America (3.4% of revenue) against the high growth potential of the region.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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)1 hit
36
The slide uses a provocative quote to frame management as risk-averse or incompetent regarding growth.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
40
Oasis Management's activist deck criticizing Kao Corporation's strategic communication.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
53
Includes customer testimonials from Amazon and Lazada across three countries.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
54
Includes customer testimonials from Thailand, Italy, and Germany to highlight product appeal despite limited distribution.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
72
The slide uses a stock performance chart to validate the success of the CEO's strategic focus on skincare.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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 Chain1 hit
02
This is a text-heavy press release page focusing on a timeline of events to discredit the company's narrative.Kao Corporation (4452) · Oasis Management Company Ltd.
Press release Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
03
The slide uses a timeline to demonstrate that Kao's claim of an 'ongoing' review process was contradicted by their later admission that decisions were made before candidates were proposed.Kao Corporation (4452) · Oasis Management Company Ltd.
Press release Activist investor Beat · ComplicationLoop · Pattern Hunter1 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