slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 2,761-2,790
Pages 2,019
Rows per page 30
Component
2,761-2,790 of 60,568
09
The slide uses a 'name and shame' approach to advocate for voting against compensation committees due to persistent underperformance.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap2 hits
10
The slide uses a 'Proxy Compensation Spotlight' format to highlight specific companies for shareholder activism.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap2 hits
11
The slide uses a 'Proxy Compensation Spotlight' format to advocate for voting against compensation committees due to performance-pay misalignment.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap2 hits
12
The slide uses a 'Proxy Compensation Spotlight' format to target specific companies and their boards.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
14
Contains official government stamps and a tabular summary of vehicle history at the bottom.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Appendix2 hits
15
The document includes a red official seal and a secondary table at the bottom containing summary data.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Appendix2 hits
29
The slide uses a comparison of two tables to demonstrate that the Muddy Waters data does not match the company's internal records.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · The Reveal2 hits
31
The slide uses a 'fact vs allegation' structure to refute claims made by a short-seller report.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Preempt Rebuttal2 hits
18
The slide presents qualitative and quantitative feedback from media buyers to demonstrate the low-end demographic profile of CCME's competitors.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Loop · Elimination2 hits
20
Muddy Waters research note; uses VISN as a benchmark to derive a discounted revenue estimate for CCME.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · Paradox Resolver2 hits
21
Includes a red box highlighting a significant payable to 'Huiyuan Duoyuan Research Institute' and a company seal.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Mece Breakdown2 hits
60
The slide presents two tables (13.21 and 13.20) detailing test results for different grind sizes, solution strengths, and sparge gases.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 2 hits
07
LBO model transaction overview slide.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)Loop · Pattern Hunter2 hits
13
The slide uses a sensitivity table to demonstrate the range of potential returns for an LBO scenario.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)Loop · The Reveal2 hits
14
Includes a footnote explaining the conservative assumptions (10% reduction in billings growth, 40% incremental variable costs).Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)2 hits
16
Includes a callout box highlighting the key takeaway and a legend for IRR thresholds.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)2 hits
06
The slide uses a 'villain critique' framing to argue that Mitra's compensation is excessive compared to historical precedents like David Simon's rejected 2011 award.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate2 hits
07
The slide uses a 'Hidden Dividend Income' table and a 'Tax Advantage' comparison table to expose the discrepancy between the stated salary and actual economic benefits.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg2 hits
20
Includes detailed footnotes explaining the accounting treatment and disclosure sources for the listed disposals.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg2 hits
38
The slide highlights a discrepancy between the sale price and the book value/market value of the joint venture, implying potential mismanagement or self-dealing.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Struggle2 hits
45
Contains two distinct tables: one detailing subsidiary status and one summarizing financial performance (RMB 000s).Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
46
Includes detailed footnotes regarding data availability and currency conversion methodologies.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
55
Contains two distinct tables: one for historical financials (2006-2010) and one for disposal metrics.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
57
Contains two distinct tables: one detailing individual insider trades and another summarizing annual goodwill impairments.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
38
The slide uses highlighting to draw attention to 'TRE' entities, suggesting a focus on related-party transaction analysis.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
03
The slide contains two distinct screenshots of web pages. The top is a table of investment projects; the bottom is a business registration record.Sino-Forest Corporation (TRE) · Muddy Waters, LLC
Research note Short seller Beat · The StruggleLoop · Expert Witness2 hits
17
The slide uses financial data to cast doubt on the company's reported revenue growth by showing a divergence between revenue and raw material inventory.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
19
The slide uses a forensic accounting approach to highlight potential fraud by comparing inventory advances to raw material consumption.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
06
The slide uses a combination of narrative critique and quantitative tables to highlight operational underperformance and M&A value destruction.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
03
The slide highlights a potential conflict of interest or lack of accountability by showing the specific committee members responsible for compensation at underperforming firms.US REIT sector (15 underperforming large-cap REITs) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Benchmark Gap2 hits