slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
Current window 2,011-2,040
Pages 210
Rows per page 30
Framework
2,011-2,040 of 6,294
04
Uses a 'Proxy Compensation Spotlight' format to highlight specific companies and their CEO compensation relative to TSR.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
08
The slide uses a 'Proxy Compensation Spotlight' format to advocate for shareholder voting against compensation committees.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
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 Gap1 hit
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 Gap1 hit
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 Resolver1 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
52
The chart uses a dot plot to visualize the outlier status of New Pacific compared to the peer group.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
56
The slide uses a peer comparison to justify a lower valuation estimate for New Pacific.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
10
The slide uses a comparison table to highlight qualitative differences (higher ed exposure, digital transition, NOLs, business mix) to justify a premium valuation.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · Pattern Hunter1 hit
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 In1 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
03
The slide uses a comparative framework to highlight excessive executive compensation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Problem1 hit
05
The slide uses a narrative case study approach to contrast executive compensation governance at SPG and Prologis before presenting a comparative table.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate1 hit
01
This is the first page of a shareholder letter from Engine Capital LP to the Board of Parkland Corporation.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor 1 hit
03
The slide argues that Parkland's SG&A growth outpaces its GP growth, unlike its peers, suggesting a $275M cost opportunity.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
42
The slide uses a line chart to demonstrate historical EV/EBITDA multiples of HDD competitors to justify a lower valuation for Nidec's HDD segment.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
31
The slide uses a table to expose a potential discrepancy in valuation methodology (using a $2,000/oz gold price vs peers' $1,200-$1,500/oz).Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
91
The slide uses a comparative framework to frame Olam as a potential corporate failure similar to Enron.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
61
The slide uses a line chart for historical growth and a bar chart for 2022 revenue comparison.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
66
The slide uses a contrast between the current limited reach of Kate Tokyo and the massive scale of Maybelline to highlight the opportunity gap.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
67
The slide uses a visual size comparison (circle area) to emphasize the revenue disparity between the two brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
25
The slide uses a short-seller research style to expose potential financial manipulation by comparing reported metrics against industry benchmarks.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
01
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
13
The chart uses negative percentages to highlight value destruction relative to benchmarks.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
21
The slide uses a bar chart to contrast negative/low growth of the subject company against higher market and peer growth metrics.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
43
Includes a quote from a top 20 shareholder as a qualitative data point.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
63
The slide uses a negative bar for 2023 growth to emphasize the decline.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
84
The slide highlights a discrepancy between DND's financial scale and the scale of its chosen compensation peers.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
95
The slide uses a color-coded background (blue for Engine, pink for DND) to visually distinguish the two groups of nominees.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
104
The slide uses a comparison table to highlight the shift from discretionary/undisclosed metrics to specific, performance-based targets.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit