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39 Benchmark Gap
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The slide uses a 'Proxy Compensation Spotlight' format to advocate for shareholder action against specific boards.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
06
The slide uses a 'Proxy Compensation Spotlight' format to highlight misalignment between pay and performance for two specific REITs.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
07
The slide uses a 'Proxy Compensation Spotlight' format to advocate for voting against compensation committees due to pay-for-performance misalignment.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
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 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
76
The slide uses a before-after framing to demonstrate the efficacy of CoStar's acquisition strategy.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Loop · Benchmark Gap1 hit
77
The chart shows a significant spike in Homes.com traffic in Q3 2023 followed by a stabilization.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Loop · Benchmark Gap1 hit
57
The slide highlights a valuation anomaly (low EV/Sales multiple) for Ambry Genetics compared to peers like Exact Science, Veracyte, and GeneDx.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
58
The slide highlights a specific code (81479) as an outlier in a table of top 10 codes, using it to frame a narrative of potential fraud or aggressive billing practices.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
59
The slide uses a combination of bar charts and callout metrics to show the correlation between CPT code usage and financial performance.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
60
The slide uses a yellow highlight for Ambry to visually distinguish it as the subject of the critique.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
61
Uses a press release screenshot to highlight the company's own marketing language as the sole basis for their 'breakthrough' claim.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
62
The slide uses a yellow callout box to frame the study as a self-serving validation tool for the company's commercial strategy.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
63
The slide uses a comparison framework to challenge the necessity of concurrent testing, arguing that reflex testing is more efficient.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
64
The slide uses a yellow callout box to frame the argument against the company's policy.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
65
Uses a table to contrast pre- and post-2019 protocols and a quote to highlight the company's stated rationale.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
66
The slide uses a combination of a dual-axis combo chart (indexed data) and a detailed data table to bridge the gap between public disclosures and estimated actuals.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
71
The table uses a 'Hype-AI' vs 'Diagnostics' segmentation to frame the peer group.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
02
This slide argues that independent director committees are compromised and proposes an external audit of their investigative process.NQ Mobile (NQ) · Carson C. Block
Shareholder letter Short seller Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
03
This is a page from a shareholder letter/open letter. It functions as a formal demand for transparency and oversight.NQ Mobile (NQ) · Carson C. Block
Shareholder letter Short seller Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
04
The slide uses specific company examples to undermine the credibility of independent committees in the context of Chinese issuers.NQ Mobile (NQ) · Carson C. Block
Shareholder letter Short seller Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
23
The slide uses a historical precedent (Hospira) to argue for the necessity of a recall for STJ devices based on similar cybersecurity risks.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller Loop · Benchmark Gap1 hit
24
This page serves as a reference document with footnotes for a larger research report.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller Loop · Benchmark Gap1 hit
08
The table breaks down costs from electricity to total cost per BTC, including SG&A and depreciation.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
09
The slide uses red dashed boxes to highlight Riot's underperformance in the peer table.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
01
The slide serves as an introduction to a white paper or research note on executive pay practices in the REIT sector.US REIT sector (15 underperforming large-cap REITs) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Benchmark Gap1 hit
02
The table highlights a disconnect between poor shareholder returns and high executive compensation.US REIT sector (15 underperforming large-cap REITs) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
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 Gap1 hit