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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
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1

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

115,981-116,040 of 319,975

filter-aware
01
Slide 1
Hilton Grand Vacations (HGV)Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor 1 hit
02
This is the executive summary/thesis slide of the deck, clearly stating the activist's position and the core reasons for their opposition.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Problem (Identify pain)Loop · 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
04
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
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
13
Hilton Grand Vacations (HGV)Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor 1 hit
01
Slide 1
The slide uses a line chart to visualize the surge in total direct and sublet availability of space in Alexandria's portfolio.Alexandria Real Estate Equities, Inc. (ARE) · Land & Buildings
Research note Activist investor Beat · Setup1 hit
02
The slide uses two bar charts to illustrate the increase in space availability and the composition of direct vs. sublet availability.Alexandria Real Estate Equities, Inc. (ARE) · Land & Buildings
Research note Activist investor Beat · Evidence1 hit
03
Alexandria Real Estate Equities, Inc. (ARE)Alexandria Real Estate Equities, Inc. (ARE) · Land & Buildings
Research note Activist investor Beat · Reflection1 hit
01
Slide 1
This is an activist investor letter (proxy solicitation) targeting specific board members.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Loop · Voice Of Customer1 hit
02
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
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
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
06
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
07
Includes signature and formal legal disclaimer.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
08
National Health Investors, Inc. (NHI)National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor 1 hit
01
Slide 1
Includes a bar chart comparing REIT returns vs S&P 500 during four periods of sustained inflation.REIT sector (thematic) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Voice Of Customer1 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
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
04
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
05
REIT sector (thematic)REIT sector (thematic) · Land and Buildings
Research note Activist investor 1 hit
05
This is a standard regulatory disclosure page regarding share ownership and beneficial interest.Apartment Investment and Management Company (AIV) · Jonathan Litt
Shareholder letter Activist investor Beat · Solution (Provide relief)1 hit
01
Slide 1
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
02
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
03
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
04
Includes a specific callout regarding potential share price doubling in 18 months.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
05
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
06
Includes a logo grid of past/current portfolio companies.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
07
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
08
Includes a valuation table comparing stock price to NAV midpoint.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
09
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Market Size1 hit
10
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
11
Includes a visual representation of the OpCo/PropCo split leading to value creation.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
12
The slide uses a dual-chart approach to show the disconnect between historical valuation averages and current depressed EBITDA estimates.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
13
The slide uses a red dashed line to visually emphasize the downward trend and annotate the percentage drops.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Agitate1 hit
14
The slide uses a line chart to show indexed stock performance and an embedded table to show EBITDA growth relative to 2019.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Agitate1 hit
15
Uses authority-citation to validate the thesis of robust demand.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Competition1 hit
16
Six Flags Entertainment Corp. (SIX)Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
17
Uses historical examples of Marriott/Host Hotels and MGM/MGP to validate the OpCo/PropCo strategy for Six Flags.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
18
The slide uses a standard real estate sale-leaseback valuation methodology to derive implied equity value.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
19
The slide uses a timeline-annotated line chart to show the impact of activist events on stock performance.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
20
Includes a stock price chart and a summary of VICI's growth pillars and experiential investments.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
21
Slide 21 of the deck.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
01
Slide 1
The slide uses a 'Vaccine Mirage' metaphor to warn investors against mistaking temporary recovery for long-term value.Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) · Jonathan Litt
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 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
05
Includes contact information for media inquiries.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
01
Slide 1
The slide uses a 'Key Points' sidebar to summarize the investment thesis.N/A (asset-class advocacy) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
02
The chart compares the growth of $100 invested in public vs private real estate from 2001 to 2020.N/A (asset-class advocacy) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 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