slides · global inventory
Fraud Exposure
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,793
Current window 511-540
Pages 227
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Framework
511-540 of 6,793
05
Uses red dashed boxes to highlight the activist's critique of the company's peer selection and performance claims.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
08
Uses red 'X' overlays on peer comparison charts to invalidate the company's claims of strong performance.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
03
The slide uses a table to contrast Parkland's performance against peers over 1, 3, 5, and 10-year periods to undermine the Board's narrative.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
12
The slide uses a combination of a direct quote from a regulatory filing and a numbered list of analytical critiques.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · The Reveal1 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
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 In1 hit
06
Hilton Grand Vacations (HGV)Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 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
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 In1 hit
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 · Iceberg1 hit
08
Uses aggressive, critical tone to frame management actions as manipulative.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg1 hit
12
The slide uses a table to expose a perceived contradiction in Welltower's compensation strategy.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
16
Includes a table of top 10 shareholders to illustrate the passive nature of the investor base.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
02
This is a page from an activist shareholder letter (Simpson/Engine vs Parkland).Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Agitate (Make it worse)1 hit
56
Uses a waterfall-style bridge to illustrate the gap between current company forecasts and market-aligned potential.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
10
Uses a combination of a grouped bar chart for peer ROIC and an area chart for revenue opportunity.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
25
The slide uses a red shaded area to highlight a 'narrow comparison' window used by the company, contrasting it with the longer-term underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
36
Includes a callout to an AFR article and a specific recommendation for incentive scheme reform.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
61
The slide highlights a suspicious 'sudden' acquisition of skills by directors to meet governance requirements.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
73
The slide uses a process diagram to contrast the stated procedure with the specific step (interview) that was allegedly bypassed or improperly executed.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
89
The chart shows a breakdown of revenue segments for 2023 and 2024, illustrating the concentration of revenue in segments where pricing has not been aggressively applied.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
90
Uses photographic evidence to support the claim of excessive discounting.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
101
The slide uses a bar chart for traffic volume and a line chart for bounce rate to highlight the performance gap.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
104
The slide uses a screenshot of a domain registrar interface to prove that Kao's brand domains are not owned by the company.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
134
Includes logos of Elbit Systems and Leidos as examples of questionable award recipients.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
15
Uses a 4-point list structure to systematically dismantle the deal's rationale.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
19
Uses a waterfall-style bridge to show value destruction and a map to show lack of focus.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
12
The slide uses a line chart to visualize a valuation gap caused by a dual-listed company (DLC) structure.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
26
The slide uses a waterfall-style logic to illustrate the 'lost' value due to the lack of stock-based M&A.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction1 hit
30
Uses a stacked bar chart to visualize the discrepancy between management's claim and actual/opportunity costs.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit