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27 Cost Of Inaction
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The slide serves as an introduction to a series of company profiles.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The table lists 21 companies, but only 20 rows are visible in the provided image.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses a consistent structure for two different companies to advocate for voting against compensation committees.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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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
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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
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Hilton Grand Vacations (HGV)Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
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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
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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 In1 hit
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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 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
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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 Inaction1 hit
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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 Inaction1 hit
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The slide serves as an activist investor's summary of their position on National Health Investors (NHI).National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a 'precedent' argument to validate the activist's proposed board changes.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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This is an activist investor letter slide targeting specific board members (Adams brothers, Charlotte Swafford) for their ties to NHC.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The slide uses a 'web of interlocks' narrative to attack board independence.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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This is a classic activist investor 'vote no' campaign slide.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Includes signature and formal legal disclaimer.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Includes a line chart comparing cumulative growth and a scatter plot showing correlation between annual REIT NOI growth and annual CPI.REIT sector (thematic) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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 Inaction1 hit
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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 Inaction1 hit
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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 Inaction1 hit
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The slide uses a CEO quote to expose a management failure or strategic misstep.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Includes a line chart showing stock performance over 18 years.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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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 Inaction1 hit
01
Includes a data table comparing annualized returns over various trailing periods.Public REIT sector (vs. private real estate) · Land and Buildings
Research note Activist investor Beat · Identify PainLoop · Cost Of Inaction1 hit
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The slide uses a line chart to demonstrate the performance gap between public and private real estate over 30 years.Public REIT sector (vs. private real estate) · Land and Buildings
Research note Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The slide uses two charts: a stacked bar chart showing REIT sector composition and a time-series bar chart showing institutional investor positioning.Public REIT sector (vs. private real estate) · Land and Buildings
Research note Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide uses two charts to support the thesis that public real estate is better positioned than private real estate.Public REIT sector (vs. private real estate) · Land and Buildings
Research note Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit