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Table

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Matching slides 60,568
Current window 22,171-22,200
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all
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22,171-22,200 of 60,568

filter-aware
09
The slide uses a 'FALSE' watermark over the left-hand table to dismiss the opponent's claims.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
Includes an inset box (B) highlighting historical dividend performance and a line chart showing FFO consensus estimate trends.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
03
The slide uses a two-column layout to contrast governance concerns (left) with valuation discrepancies (right).Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
The slide uses a red dashed box to highlight the specific contradiction in HGV's claims.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
08
Uses a side-by-side comparison table structure to highlight the discrepancy between the activist's claim and the company's disclosure.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
09
Uses red dashed boxes to highlight specific contradictions in valuation multiples and offer price increases.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
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 Inaction1 hit
02
This is a page from an activist investor letter (likely Land & Buildings) criticizing Apartment Investment and Management Company (AIV).Apartment Investment and Management Company (AIV) · Jonathan Litt
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · The Reveal1 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
09
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Market Size1 hit
14
The slide uses a line chart to show indexed stock performance and an embedded table to show EBITDA growth relative to 2019.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Agitate1 hit
18
The slide uses a standard real estate sale-leaseback valuation methodology to derive implied equity value.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
12
Includes a comparison of sales per square foot between The Mall at Short Hills and Livingston Mall.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
14
Includes a map showing trade area radius and sales per square foot comparison.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
16
Includes a 5-mile radius map showing competitor sales per square foot.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 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
20
Includes a list of representative luxury and high-end retail tenants.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
22
Includes a table of 2017 demographics and a map showing competitor sales per square foot.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
24
Includes a 5-mile radius map and a table of 2017 demographic data.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
26
Includes a list of representative tenants at the property.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
28
The slide highlights the trade area radius and key demographic metrics to establish the market potential of the property.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
01
Slide 1
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
47
The slide uses a table-like structure to contrast Kao's zero relevant board members against competitors who have multiple experts.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
51
Includes a quote from a Unilever executive to validate the attractiveness of the derma category.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 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
78
The slide uses a 4-column framework to outline strategic pillars for portfolio management.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
90
The table highlights Kao's lack of specific expertise (Consumer Marketing, Digital, Global FMCG, Supply Chain) compared to Reckitt, Unilever, P&G, and L'Oréal.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
94
The table lists target companies, acquirers, revenue multiples, EBITDA multiples, and transaction dates.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
01
Slide 1
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