◆ Contrarian Corpus
Campaigns / Land & Buildings → Taubman Centers, Inc.
Land & Buildings vs. Taubman Centers, Inc.

Taubman Centers, Inc. · TCO

2 decks published between 2017-05-01 and 2017-05-30 — 7 pages, 6 analysed slides total.

proxy fight

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2017-05-01 proxy fight

    2017 05 LandB TCO Press Release 5 1 2017

    3pp · press_release

    Taubman Centers has chronically underperformed Class A mall peers by 57% over five years under entrenched family governance; electing L&B's nominees can unlock 65% NAV upside.

    N 3 V 2 C 1
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  2. 2017-05-30 proxy fight

    2017 05 LandB TCO Press Release 5 30 2017

    4pp · press_release

    Taubman's best-in-class malls are worth ~$106/share (~70% upside), but the family's dual-class 30% voting block blocks reform — elect Litt and governance expert Elson.