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Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 2,011-2,040
Pages 473
Rows per page 30
Slide function
2,011-2,040 of 14,162
04
The slide uses a 'before-after' style diagram to critique a proposal, while using red dashed boxes to highlight key arguments against the company's current structure.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
05
Uses red dashed boxes to highlight the activist's critique of the company's peer selection and performance claims.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
06
Uses a 'before-after' style visual of the company's own claims to set up a 'villain critique' or 'expose contradiction' argument.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
07
Uses a 'before-after' style contradiction where the company's own framework is used as a foil for their actual performance.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
08
Uses red 'X' overlays on peer comparison charts to invalidate the company's claims of strong performance.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
09
The slide uses a 'FALSE' watermark over the left-hand table to dismiss the opponent's claims.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
The slide uses a visual 'stamp' technique to label analyst quotes with their corresponding ratings, effectively undermining the positive sentiment of the quotes.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
Uses analyst quotes to undermine management's capital allocation strategy.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Loop · Cost Of Inaction1 hit
01
This is a text-heavy press release document.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · HookLoop · Cost Of Inaction1 hit
03
The slide uses a two-column layout to contrast governance concerns (left) with valuation discrepancies (right).Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
05
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
06
Hilton Grand Vacations (HGV)Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
07
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
08
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
09
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
11
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
12
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
05
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
03
This is a text-heavy shareholder letter page criticizing management's proposed spin-off strategy.Apartment Investment and Management Company (AIV) · Jonathan Litt
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · The Reveal1 hit
01
The document uses a 'fact-check' style structure to expose contradictions in the target company's narrative.QTS Realty Trust (QTS) · Jonathan Litt
Press release Activist investor 1 hit
25
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
02
Uses a dual-axis chart to overlay operational metrics (bars) against a stock price index (line).Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor Beat · Expose Contradiction1 hit
03
The slide uses a line chart to highlight a valuation gap, specifically calling out Taubman's 25% decline.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor Beat · Expose Contradiction1 hit
04
The slide uses a list of positive KPIs to highlight the disconnect between operational success and market valuation.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor Beat · Expose Contradiction1 hit
05
Uses the 'ceo-quote-contradiction' pattern to highlight the gap between management sentiment and market valuation.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor Beat · Expose Contradiction1 hit
09
Uses a 'preempt_rebuttal' style to frame management's narrative as a deceptive tactic.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
10
Uses a split-chart layout to show long-term and YTD underperformance.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
46
Includes a callout box regarding the Oasis & BDTI partnership for women director training.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
60
Oasis Management activist deck slide criticizing Kao's management of Molton Brown.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit