slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
Current window 27,451-27,480
Pages 10,126
Rows per page 30
Component
27,451-27,480 of 303,780
01
Taubman Centers, Inc. (TCO)Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor 2 hits
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 Inaction2 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
01
Hilton Grand Vacations (HGV)Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor 2 hits
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 Inaction2 hits
04
Uses a bar chart to visualize the growth dilution caused by the Diamond acquisition.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In2 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
06
Hilton Grand Vacations (HGV)Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In2 hits
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 In2 hits
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 Inaction2 hits
01
The document serves as a formal press release announcement.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor Loop · Voice Of Customer2 hits
02
This is a text-heavy press release slide outlining the investment thesis for Land and Buildings' activist campaign against MGM.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor Loop · Voice Of Customer2 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 2 hits
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 Inaction2 hits
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 Inaction2 hits
01
The document uses a 'fact-check' style structure to expose contradictions in the target company's narrative.QTS Realty Trust (QTS) · Jonathan Litt
Press release Activist investor 2 hits
01
Taubman Centers, Inc. (TCO)Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 2 hits
01
Includes specific allegations of value destruction and governance failures.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · ProblemLoop · 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
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 Inaction2 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 Inaction2 hits
75
The slide compares current market price (5,676) against an intrinsic value (9,919) derived from segment valuations (Health & Beauty, Cosmetics, Hygiene & Living Care, Chemicals) minus net debt.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
76
The slide uses a numbered list format to outline strategic pillars.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
77
The slide uses a globe as a central visual anchor to represent global expansion, with various brand logos (Oribe, Molton Brown, Sensai, Bioré, Curél, Kate Tokyo) overlaid.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
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)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
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
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)2 hits
93
The slide uses a 2x2 matrix structure to categorize business units into four quadrants: High/Low Profitability vs. High/Low Growth.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
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)2 hits