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Matching slides 58,039
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Slide function
17,191-17,220 of 58,039
51
Includes balance sheet, income statement, comprehensive income, and cash flow statement from Mar-2020 to Dec-2024.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor 1 hit
52
The slide presents historical data from Mar-2020 to Dec-2024, showing the impact of reclassifying OLC investment as available-for-sale securities.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor 1 hit
53
The slide presents two tables: Reported Ratios (Before adjustments) and Adjusted Ratios (Pro Forma after adjustments) from 2020 to April 2025.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor 1 hit
51
The slide uses a snippet of a balance sheet to support a valuation argument.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
60
The slide presents two tables (13.21 and 13.20) detailing test results for different grind sizes, solution strengths, and sparge gases.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
02
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
33
The chart uses green arrows to denote specific insider buy events with corresponding dollar amounts.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Before After1 hit
02
The slide argues that the market is failing to differentiate between stocks with a fundamental rebound and those experiencing a temporary 'mirage' of normalcy.Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) · Jonathan Litt
Research note Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
03
The slide uses two bar charts to illustrate negative revenue forecasts for retail and business travel sectors.Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) · Jonathan Litt
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
04
The slide combines qualitative market analysis with a line chart showing regional job growth trends.Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) · Jonathan Litt
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
08
The chart illustrates the decline of console gaming revenue alongside the growth of mobile and online gaming.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
09
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
20
The chart shows a significant spike in the P/B ratio peaking around 2007-2008.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Evidence & Proof1 hit
21
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
22
The chart uses a combination of bar (Dividend Paid) and line (Payout Ratio) to visualize financial performance over time.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
30
The table includes historical data (FY13A) and forward estimates (FY14E-FY16E) for key financial metrics.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor 1 hit
26
The text below the table argues that the subject company (ONP) likely has higher production costs or is not actually producing the product, based on a comparison with these industry benchmarks.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
04
The text contains highlighted segments indicating key pricing and market intelligence data points.Orient Paper Inc. (ONP) · Muddy Waters
Research note Short seller Loop · The Reveal1 hit
10
The slide uses a table structure to map asset categories to their percentage contribution to total FMV.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
11
Includes a mix of historical data, forecasts, and valuation benchmarks.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
03
The slide uses a stacked bar chart to show sector composition and an area chart to show historical drawdowns and recoveries.N/A (asset-class advocacy) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
04
The slide uses two distinct charts to support the thesis: a line chart showing historical cap rate spreads and a bar chart comparing REIT vs S&P 500 returns during inflationary periods.N/A (asset-class advocacy) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
03
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
13
The slide highlights a $156.5 million payable to Rino International that is flagged as problematic and subject to elimination.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
51
Includes CAGR calculation and operating margin trends.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
52
Includes brand logos and segment breakdowns.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
53
Includes CAGR calculation and operating margin trend lines.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
54
The slide contrasts the steady, low-capital nature of catering with the capital-intensive, volatile nature of food distribution.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
09
The slide uses a structured list format to detail operational highlights for each segment.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
22
The slide uses a dual-axis chart to show growth in credits and a bar chart to show valuation consensus.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit