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 27,481-27,510
Pages 10,126
Rows per page 30
Component
27,481-27,510 of 303,780
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 In2 hits
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 In2 hits
10
The slide uses a 'Response to L&B' format to directly counter a specific claim made by the company.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
12
Uses red dashed boxes to highlight specific claims and corresponding rebuttals.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
03
Alexandria Real Estate Equities, Inc. (ARE)Alexandria Real Estate Equities, Inc. (ARE) · Land & Buildings
Research note Activist investor Beat · Reflection2 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
03
Includes specific stock tickers (AVB, AMH, PSA, FR) as investment examples.REIT sector (thematic) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
04
The slide uses two waterfall charts for rental growth and one bar chart for inflation-linked performance.REIT sector (thematic) · Land and Buildings
Research note Activist investor Loop · Cost Of Inaction2 hits
04
Includes a specific callout regarding potential share price doubling in 18 months.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 2 hits
06
Includes a logo grid of past/current portfolio companies.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 2 hits
09
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Market Size2 hits
11
Includes a visual representation of the OpCo/PropCo split leading to value creation.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 2 hits
12
The slide uses a dual-chart approach to show the disconnect between historical valuation averages and current depressed EBITDA estimates.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 2 hits
13
The slide uses a red dashed line to visually emphasize the downward trend and annotate the percentage drops.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Agitate2 hits
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 · Agitate2 hits
15
Uses authority-citation to validate the thesis of robust demand.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Competition2 hits
17
Uses historical examples of Marriott/Host Hotels and MGM/MGP to validate the OpCo/PropCo strategy for Six Flags.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 2 hits
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 2 hits
20
Includes a stock price chart and a summary of VICI's growth pillars and experiential investments.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 2 hits
22
Includes three distinct tables: Gaming Real Estate Transactions, Public Gaming REIT Valuations, and Public Gaming OpCo Valuations.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 2 hits
24
The slide uses a diagnostic approach to frame the 2022 performance as a self-inflicted error rather than a structural market failure.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
26
Includes a line chart showing stock performance over 18 years.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Cost Of Inaction2 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
30
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 2 hits
31
The slide uses a grid of event images to illustrate the proposed strategy.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 2 hits
32
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · SolutionLoop · Before After2 hits
33
The chart uses green arrows to denote specific insider buy events with corresponding dollar amounts.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Before After2 hits
34
The chart shows revenue growth for existing operators, supporting the 'moat' thesis.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Before After2 hits
35
Includes citations from Variety, Fortune, and Attractions Management to support the thesis.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Before After2 hits