slides · global inventory
Paragraph
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 16,801-16,830
Pages 3,950
Rows per page 30
Component
16,801-16,830 of 118,471
02
Houghton Mifflin Harcourt (HMHC)Houghton Mifflin Harcourt (HMHC) · Engine Capital
Press release Activist investor Beat · EvidenceLoop · Cost Of Inaction3 hits
01
Includes a performance comparison table against FTSE 250 and Peer Group.C&C Group plc (CCR) · Arnaud Ajdler
Press release Activist investor Beat · The Call3 hits
04
Standard press release footer format.C&C Group plc (CCR) · Arnaud Ajdler
Press release Activist investor Beat · The Victory3 hits
01
The document is a formal letter from an activist investor to a company board.Dye & Durham Limited (DND) · Arnaud Ajdler
Press release Activist investor Beat · AttentionLoop · Cost Of Inaction3 hits
02
This is the final page of a press release document.Dye & Durham Limited (DND) · Arnaud Ajdler
Press release Activist investor Beat · DesireLoop · Cost Of Inaction3 hits
02
Page 2 of a press release document.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor Beat · Action3 hits
02
This is a page from a shareholder letter by Engine Capital.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction3 hits
01
This is a press release or research summary document.D.R. Horton and Invitation Homes (DHI/INVH) · Jonathan Litt
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction3 hits
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 Inaction3 hits
02
The slide uses two bar charts to illustrate the increase in space availability and the composition of direct vs. sublet availability.Alexandria Real Estate Equities, Inc. (ARE) · Land & Buildings
Research note Activist investor Beat · Evidence3 hits
04
This appears to be a continuation of a larger document, as the first paragraph starts mid-sentence.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor 3 hits
05
Standard regulatory disclosure for a proxy contest.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor 3 hits
05
The slide uses a 'web of interlocks' narrative to attack board independence.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction3 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 Customer3 hits
01
This is a press release/open letter format.Apartment Investment and Management Company (AIV) · Jonathan Litt
Shareholder letter Activist investor Beat · Problem (Identify pain)3 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 Reveal3 hits
02
The slide argues that the market is failing to differentiate between stocks with a fundamental rebound and those experiencing a temporary 'mirage' of normalcy.Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) · Jonathan Litt
Research note Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
03
The slide uses two bar charts to illustrate negative revenue forecasts for retail and business travel sectors.Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) · Jonathan Litt
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction3 hits
05
Includes contact information for media inquiries.Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) · Jonathan Litt
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction3 hits
03
The slide uses a comparative framework to highlight excessive executive compensation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Problem3 hits
13
Highlights the misalignment between CEO compensation and shareholder interests regarding performance-based termination.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 3 hits
18
Includes a quote from Charlie Munger regarding incentives.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · SolutionLoop · Cost Of Inaction3 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 Inaction3 hits
05
The slide uses historical M&A data to justify the thesis that a sale would unlock value through synergies.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction3 hits
01
This is the first page of a formal shareholder letter.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context3 hits
46
Includes a callout box regarding the Oasis & BDTI partnership for women director training.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 3 hits
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 Done3 hits
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 Done3 hits
60
Oasis Management activist deck slide criticizing Kao's management of Molton Brown.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done3 hits
71
Uses Beiersdorf as a historical precedent for turnaround.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)3 hits