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slides · global inventory

Name Villain

Slide function collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 1,296
Current window 241-270
Pages 44
Rows per page 30
Slide function: Name Villainclear collectionreset all
18 30 60

Slide function

241-270 of 1,296

filter-aware
12
The slide uses a 'Proxy Compensation Spotlight' format to target specific companies and their boards.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
02
The slide uses a 'skin in the game' argument to critique the current board's alignment with shareholders.C&C Group plc (CCR) · Arnaud Ajdler
Press release Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
02
This is a page from a shareholder letter by Engine Capital.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
02
This is a page from an activist investor presentation (Engine Capital) criticizing Parkland Corporation.Parkland Corporation (PKI) · Engine Capital
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
04
The slide uses specific examples of director tenure (21, 17, 12 years) and cumulative committee tenure (41 years) to build a case for board refreshment.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
03
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
04
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
04
This is a press release excerpt from Land & Buildings (L&B) criticizing ESRT.Empire State Realty Trust (ESRT) · Jonathan Litt
Press release Activist investor 1 hit
02
This is a text-heavy press release document formatted as a letter.QTS Realty Trust (QTS) · Jonathan Litt
Press release Activist investor 1 hit
03
The slide uses a comparative framework to highlight excessive executive compensation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Problem1 hit
10
The slide highlights a conflict of interest and lack of oversight regarding executive compensation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate1 hit
32
The slide uses a 'villain' framing by labeling the portfolio 'bloated' and contrasting it with a more efficient competitor (Unilever).Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
36
The slide uses a strong, provocative metaphor ('allergy to growth') to frame management as the primary obstacle to value creation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
37
Uses analyst quotes to validate the activist's critique of management's lack of ambition and focus.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
38
The slide uses a quote from Kao management to expose a contradiction between potential and actual strategy.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
40
The slide uses a 'villain critique' approach to undermine management's credibility by contrasting their stated goals with a lack of concrete metrics.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
41
Uses a cartoon earth character to frame the target company's strategy as absurd.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
44
The slide uses a high-contrast design to emphasize the 'top vs bottom' dichotomy.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
46
Includes a callout box regarding an Oasis & BDTI initiative to promote female directors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
22
The slide critiques Kao's internal projections for Latin America (3.4% of revenue) against the high growth potential of the region.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
32
Oasis Management's critique of Kao's brand strategy, highlighting the underperformance of R8 brands and the need for consolidation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
36
The slide uses a provocative quote to frame management as risk-averse or incompetent regarding growth.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
38
The slide uses a quote from management to expose a contradiction between their stated ambition and their lack of execution.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
44
The slide uses a quote format to frame management as the primary obstacle to value creation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
45
Oasis Management activist deck slide criticizing Kao's leadership composition.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
02
This is page 2 of a shareholder letter. It focuses on fiduciary duty, conflicts of interest (Michael Patrick), and lack of strategic direction.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
11
Uses a waterfall chart to show the gap to the $1B target and a bar chart to show acquisition multiple discrepancies.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
22
Uses a combination of press clippings, org chart analysis, and employee testimonials to build a case against the CEO and Board.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
23
Uses a 2x3 grid layout to categorize failures.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
03
This is a page from an activist investor letter (likely Engine Capital) criticizing the current CEO and Board.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit