slides · global inventory
Expose Gap
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Matching slides 359
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Slide function
121-150 of 359
08
The chart illustrates the impact of adjusting for 'OLC Accounting Distortion' on valuation multiples.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
02
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
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
13
Includes a specific call to action for shareholders to vote against the compensation committee members.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
12
The slide uses a dual-chart layout to highlight consistent underperformance in both profitability and asset efficiency.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
32
Includes a callout box referencing SuMi TRUST's proxy voting policy regarding PBR thresholds.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
35
The slide uses a comparison table to demonstrate the 'gap' in governance authority between BlackRock and a peer (JP Morgan).BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
06
The slide uses the NKF guidelines to argue that AlloSure's market is smaller than claimed by CareDx.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
14
Kerrisdale Capital research note criticizing CareDx's AlloSure product efficacy.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
11
Includes two FOIA data tables as evidence of adverse events.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Loop · Cost Of Inaction1 hit
02
The slide uses a line chart to demonstrate historical underperformance and text to argue for operational failure regarding margin gaps.US Foods Holding Corp. (USFD) · Scott Ferguson
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
13
Highlights the misalignment between CEO compensation and shareholder interests regarding performance-based termination.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
29
The table highlights a significant discrepancy between previous and updated resource estimates, specifically noting a loss of 140,000 oz of gold and increased mining costs.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
16
The slide uses expert testimony to challenge the company's claims regarding low-CapEx and production costs.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Analogy1 hit
04
This is a text-heavy research note page critiquing management's TAM methodology and financial reporting.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
83
The slide uses expert consultation and industry yield data to cast doubt on the company's financial projections (IRR).Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
05
The slide argues that technology does not equal a viable business, citing a lack of clinical candidates from long-standing partnerships.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
20
The slide uses a cost comparison table to establish a baseline for 'reasonable' costs, then pivots to a thesis about aggressive accounting and regulatory risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
47
The slide highlights a specific governance gap at Kao relative to Reckitt, Unilever, P&G, and L'Oreal.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
63
Uses a bubble-style comparison to visualize the revenue gap between the target brand and market leaders.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 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
08
Uses a gap analysis framework to justify the need for new board members.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
42
The slide highlights a discrepancy between management's claims of performance and the actual sales decline, while also showing that the growth target is mediocre compared to peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem Statement1 hit
58
Uses a custom skills matrix to highlight board deficiencies and potential 'magical' skill acquisition between reports.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
69
The slide uses a 'gap analysis' approach to justify board expansion by showing that new nominees bring critical missing skills in Cosmetics/H&B, Marketing, Supply Chain, and IT/DX.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
121
The slide uses a 'gap analysis' approach to justify the addition of new board members by showing the 'X' marks for skills they bring that are currently missing.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Closing Ask1 hit
13
The slide uses a side-by-side valuation table to highlight the discrepancy in value capture between the two entities in the proposed merger.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
04
The slide uses a combination of a performance table and two line charts to contrast performance under the previous CEO versus the current CEO.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Cost Of Inaction1 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
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