BlackRock (BLK)

Giuseppe Bivona and Marco Taricco · 2024-04
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.

Deck intelligence map

3
coverage by narrative range · generated from this deck JSON

Slide inventory

7
every slide · same image gating as the playbook
01
Slide 1
This appears to be a distribution list or a list of addressees for a shareholder letter.front_matter
Open slide detailBeat · Setup
02
This appears to be a contact list or distribution list for a shareholder letter.appendix
Open slide detailBeat · Setup
03
This page serves as a contact or distribution list for the letter.front_matter
Open slide detailBeat · Setup
04
This is a formal shareholder letter/proxy solicitation document.frame_problem
Open slide detailBeat · Critique of the Status QuoLoop · Cost Of Inaction
05
This is a page from an activist investor letter (Bluebell Capital Partners) attacking BlackRock's leadership.name_villain
Open slide detailBeat · Critique of the Status QuoLoop · Cost Of Inaction
06
The slide uses a literary metaphor ('The Emperor's New Clothes') to frame the critique of BlackRock's governance.closing_ask
Open slide detailBeat · Call to Action
07
closing_ask
Open slide detailBeat · Call to Action