Giuseppe Bivona & Marco Taricco · activist-deck
BlackRock (BLK)
86 pages · 4 arc beats · 0 loops
BlackRock (BLK)
Giuseppe Bivona & Marco Taricco · 2024-04 arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 36 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 5 slides 100% 5/5 slides 100% 5/5 slides · 34 hits — 0/5 slides
20% 1/5 slides · 2 hits 60% 3/5 slides 100% 5/5 slides — 0/5 slides
Agitate 11 slides 100% 11/11 slides 100% 11/11 slides · 60 hits — 0/11 slides
18.2% 2/11 slides 63.6% 7/11 slides · 8 hits 100% 11/11 slides — 0/11 slides
Solution 10 slides 100% 10/10 slides 100% 10/10 slides · 75 hits — 0/10 slides
— 0/10 slides
80% 8/10 slides 100% 10/10 slides — 0/10 slides
Evidence 10 slides 100% 10/10 slides 100% 10/10 slides · 67 hits — 0/10 slides
20% 2/10 slides 100% 10/10 slides 100% 10/10 slides — 0/10 slides
Slide inventory
86 every slide · same image gating as the playbook
05
This slide outlines the specific shareholder proposal text and the supporting rationale regarding conflict of interest.state_demand
Open slide detailBeat · Problem
07
The slide uses a timeline visual to document a series of letters and meetings, culminating in a call to action for shareholders.summarize
Open slide detailBeat · Problem
08
This slide serves to manage the narrative and preempt potential counter-arguments regarding the activist's motives.preempt_rebuttal
Open slide detailBeat · Problem
09
The slide uses a structured list format to categorize failures into governance, stewardship, and greenwashing risk.diagnose_problem
Open slide detailBeat · Problem
10
Uses a two-column comparison structure to contrast industry support for the proposal against BlackRock's specific counter-arguments.preempt_rebuttal
Open slide detailBeat · Agitate
11
The slide uses a quote to establish a standard that the activist intends to show BlackRock failing to uphold.expose_contradiction
Open slide detailBeat · Agitate
12
Uses 'X' marks to visually emphasize the negative performance gap.compare_peers
Open slide detailBeat · Agitate
13
The slide is designed to set up a contradiction between the CEO's stated success and the activist's subsequent critique.expose_contradiction
Open slide detailBeat · Agitate
14
Uses a 'before-after' framing to debunk a corporate narrative by splitting the timeline at the BGI deal announcement.expose_contradiction
Open slide detailBeat · Agitate
15
The slide uses three bar charts to highlight BlackRock's ranking relative to its self-selected compensation peer group.compare_peers
Open slide detailBeat · Agitate
19
The slide uses a numbered list to present a series of governance-related criticisms.diagnose_problem
Open slide detailBeat · Agitate
20
This slide is likely used to set up a contradiction in later slides regarding BlackRock's actual behavior.expose_contradiction
Open slide detailBeat · Agitate
21
The slide uses a direct quote from BlackRock's bylaws to frame the argument.expose_contradiction
Open slide detailBeat · Solution
22
The slide uses a grid of headshots to illustrate the board composition, contrasting it with S&P 500 benchmarks.introduce_nominees
Open slide detailBeat · Solution
23
The slide uses a 'preempt_rebuttal' logic by citing regulatory guidance to invalidate a potential 'check-the-box' defense by the board.cite_precedent
Open slide detailBeat · Solution
24
The slide uses a specific regulatory reference (302A.02(b)) to highlight a loophole in independence definitions.expose_contradiction
Open slide detailBeat · Solution
25
Uses a confrontational tone to challenge the board's independence claims.expose_contradiction
Open slide detailBeat · Solution
26
The slide uses red borders to visually identify individuals with prior professional relationships with Director Wagner.expose_contradiction
Open slide detailBeat · Solution
27
Includes a small header table indicating 'BlackRock's overall poor governance', 'No oversight on stewardship activities', and 'Failure to recognize and manage gexpose_contradiction
Open slide detailBeat · Solution
28
Uses a table to decompose board independence and headshots to visualize the board members.name_villain
Open slide detailBeat · Solution
29
This slide is likely part of a sequence intended to contrast BlackRock's stated policies with their actual behavior.expose_contradiction
Open slide detailBeat · Solution
30
Uses red highlighting to identify non-independent directors (tenure >= 12 years).expose_contradiction
Open slide detailBeat · Solution
31
The slide uses a table to highlight the lack of independence among committee members, specifically targeting the Lead Independent Director.expose_contradiction
Open slide detailBeat · Evidence
32
This slide is designed to set up a contradiction between BlackRock's stated principles and their actual behavior or support for specific boards.expose_contradiction
Open slide detailBeat · Evidence
33
Includes a specific reference to 'Caesar's wife' idiom regarding governance standards.name_villain
Open slide detailBeat · Evidence
34
The slide uses a narrative approach to frame the extension of the LID's term as a governance failure.expose_contradiction
Open slide detailBeat · Evidence
35
The slide uses a comparison table to expose the weakness of BlackRock's governance structure compared to a peer.expose_contradiction
Open slide detailBeat · Evidence
36
Uses a quote from BlackRock's own principles to expose a failure in practice.expose_contradiction
Open slide detailBeat · Evidence
37
This slide is likely part of a sequence where the activist will later contrast this stated policy with actual behavior.expose_contradiction
Open slide detailBeat · Evidence
38
The slide uses a contradiction between the necessity of succession planning and the lack of formal responsibility for the Lead Independent Director to argue forexpose_contradiction
Open slide detailBeat · Evidence
39
The slide uses a quote from BlackRock's own investment stewardship guidelines to critique their stance on independent leadership.expose_contradiction
Open slide detailBeat · Evidence
40
Part 1 of 3 in a series criticizing BlackRock's governance.expose_contradiction
Open slide detailBeat · Evidence
41
Part 2 of 3 in a series. Uses a contrast-based argument to differentiate the activist's specific critique from generic market trends.expose_contradiction
42
The slide uses a red highlight for BlackRock's column to emphasize poor performance.compare_peers
43
The slide uses a numbered list format to present specific instances of governance failures.expose_contradiction
44
This slide is likely used to set up a contradiction in subsequent slides by contrasting this stated rhetoric with actual behavior.expose_contradiction
45
Uses a 'BlackRock Narrative' vs '...Analysed' structure to expose a contradiction.expose_contradiction
46
Uses a 'BlackRock Narrative' vs '...Analysed' structure to frame the contradiction.expose_contradiction
47
The slide uses a table to demonstrate the gap between stated policy and actual investment behavior.expose_contradiction
48
Uses a side-by-side comparison of narrative claims versus voting evidence.expose_contradiction
49
Includes a quote from NYC Comptroller Brad Lander criticizing the appointment.expose_contradiction
50
Uses a 'before-after' style structure to highlight a direct contradiction in corporate policy.expose_contradiction
51
This slide is designed to set up a contradiction by quoting the target's own stated principles.expose_contradiction
52
The slide uses a screenshot of a proxy voting disclosure to provide evidence of the 'Against' vote.expose_contradiction
53
The slide uses a screenshot of a proxy voting disclosure to prove the contradictory voting behavior.expose_contradiction
54
Uses a 'villain' framing to expose BlackRock's voting record against their stated ESG principles.expose_contradiction
55
Uses a 'before-after' style juxtaposition to highlight hypocrisy.expose_contradiction
56
The slide uses a direct quote from BlackRock's own stewardship principles to establish a baseline for later critique.expose_contradiction
57
The slide uses a screenshot of a proxy voting disclosure to provide evidence of the vote.expose_contradiction
58
The slide uses a 'villain' framing by contrasting BlackRock's stated governance principles with their actual voting behavior.expose_contradiction
59
The slide uses a grid of four screenshots of proxy voting disclosures to demonstrate a pattern of poor stewardship.expose_contradiction
61
Used to frame the CEO's defensive posture as a contradiction or misdirection.expose_contradiction
62
Uses a 'Gone with the Wind' movie poster parody to mock the narrative shift.expose_contradiction
63
Includes a collage of official letters from state treasurers and attorneys general as evidence of institutional pushback.expose_contradiction
64
Includes two press release excerpts from the Texas State Board of Education and Texas PSF.expose_contradiction
65
The slide uses a grid of news clippings to demonstrate the 'woke' narrative and legal/political pressure on BlackRock.expose_contradiction
66
The slide uses a grid of news clippings to build a narrative of hypocrisy or strategic retreat regarding ESG.expose_contradiction
67
Used by Bluebell Capital Partners to highlight perceived hypocrisy or shifting messaging from BlackRock leadership.expose_contradiction
68
The slide uses a 'villain' framing by highlighting the Board's failure to acknowledge specific risks.expose_contradiction
69
The slide uses a series of quotes to demonstrate that competitors are actively managing and disclosing greenwashing risks, contrasting with the target company'sexpose_contradiction
70
The slide highlights a specific section (23-28) with a red border, likely indicating the focus of the current argument.appendix
72
The slide uses a color-coded legend (implied by the 'Asset Managers (green)' column header) to categorize shareholders.analyze_data
73
The slide uses institutional investor policy statements to build credibility for the activist's position.cite_precedent
74
The slide uses a 'paper-tear' visual effect to present quotes as evidence of institutional support for the activist's position.cite_precedent
75
Slide 25 of an activist deck, providing institutional investor backing for the activist's governance demands.cite_precedent
76
The slide uses a 'cite_precedent' strategy to align the activist's position with mainstream institutional investor policies.cite_precedent
77
The slide highlights that these major asset managers do not have a blanket policy for separating roles, but rather specific governance criteria they evaluate.preempt_rebuttal
78
The slide uses a table to align ISS policy criteria with specific company failures to justify a 'for' vote recommendation.preempt_rebuttal
79
Slide 27 of 79. Contains specific policy rationale and historical trend data points.cite_precedent
80
The slide uses a quote from BlackRock's own literature to set up a 'test' of their integrity regarding a specific shareholder vote.expose_contradiction
81
This slide acts as a table of contents or navigation guide for the appendix section of the activist deck.appendix
82
The slide uses a classic 'he-said, she-said' structure to frame the opponent's argument as self-serving and outdated.expose_contradiction
83
This slide uses a comparison table structure to frame the activist's rebuttal to the target company's proxy filing.expose_contradiction
84
Uses a side-by-side comparison to contrast BlackRock's stated governance philosophy with Bluebell's critique of their actual board practices.expose_contradiction
85
The slide uses a comparison table structure to contrast BlackRock's stated position with Bluebell's counter-argument.preempt_rebuttal