Giuseppe Bivona and Marco Taricco · activist-deck
BlackRock (BLK)
86 pages · 4 arc beats · 0 loops
BlackRock (BLK)
Giuseppe Bivona and 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 86 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Call to Action 5 slides 100% 5/5 slides 100% 5/5 slides · 25 hits — 0/5 slides
20% 1/5 slides — 0/5 slides
100% 5/5 slides — 0/5 slides
The Problem - Lack of Independence 11 slides 100% 11/11 slides 100% 11/11 slides · 72 hits — 0/11 slides
9.1% 1/11 slides 90.9% 10/11 slides 100% 11/11 slides — 0/11 slides
The Struggle for Change 24 slides 100% 24/24 slides 100% 24/24 slides · 147 hits — 0/24 slides
4.2% 1/24 slides 87.5% 21/24 slides 100% 24/24 slides — 0/24 slides
The Victory - Achieving Independence 46 slides 100% 46/46 slides 100% 46/46 slides · 301 hits — 0/46 slides
6.5% 3/46 slides 89.1% 41/46 slides 100% 46/46 slides — 0/46 slides
Slide inventory
86 every slide · same image gating as the playbook
05
This slide outlines a specific shareholder proposal regarding corporate governance structure.state_demand
Open slide detailBeat · The Call to Action
06
Uses a structured Issue-Proposal-Action framework.propose_solution
Open slide detailBeat · The Problem - Lack of Independence
07
The slide uses a timeline framework to establish a narrative of failed constructive engagement leading to a proxy demand.establish_context
Open slide detailBeat · The Problem - Lack of Independence
08
The slide uses a bulleted list to address potential counter-arguments or misinterpretations of the activist's proposal.preempt_rebuttal
Open slide detailBeat · The Problem - Lack of Independence
09
The slide uses a structured column layout to categorize board failures, referencing specific evidence items.diagnose_problem
Open slide detailBeat · The Problem - Lack of Independence
10
The slide uses a two-column layout to contrast industry support for the proposal against specific rebuttals to BlackRock's defense.preempt_rebuttal
Open slide detailBeat · The Problem - Lack of Independence
11
This slide is likely the first part of a two-part sequence intended to contrast BlackRock's stated principles with their actual behavior.expose_contradiction
Open slide detailBeat · The Problem - Lack of Independence
12
Uses 'X' marks to visually reinforce the negative assessment of BlackRock's governance metrics.compare_peers
Open slide detailBeat · The Problem - Lack of Independence
13
This slide is likely part of a series intended to contrast BlackRock's stated rhetoric with their actual performance or practices.expose_contradiction
Open slide detailBeat · The Problem - Lack of Independence
14
Uses a 'before-after' framing to debunk a corporate narrative.expose_contradiction
Open slide detailBeat · The Problem - Lack of Independence
15
The slide uses a 'villain' framing by highlighting BlackRock's poor ranking (8th, 10th, and 11th out of 18) in red bars.compare_peers
Open slide detailBeat · The Problem - Lack of Independence
16
The slide serves as a direct voting instruction for a specific proxy item.closing_ask
Open slide detailBeat · The Problem - Lack of Independence
19
The slide uses a numbered list to present a series of governance-related criticisms.diagnose_problem
Open slide detailBeat · The Struggle for Change
20
Used by Bluebell Capital Partners to highlight a potential contradiction between BlackRock's stated philosophy and their actions.expose_contradiction
Open slide detailBeat · The Struggle for Change
21
Includes a specific citation from BlackRock's bylaws and a list of peer companies.expose_contradiction
Open slide detailBeat · The Struggle for Change
22
The slide uses a grid of headshots to emphasize the board's size and composition.introduce_nominees
Open slide detailBeat · The Struggle for Change
23
Uses regulatory text to preemptively argue against a 'check-the-box' approach to board independence.cite_precedent
Open slide detailBeat · The Struggle for Change
24
The slide highlights a governance contradiction where a co-founder is classified as independent after meeting only the technical three-year cooling-off period.expose_contradiction
Open slide detailBeat · The Struggle for Change
25
Uses a callout box at the bottom to summarize the argument against the Board's likely defense.expose_contradiction
Open slide detailBeat · The Struggle for Change
26
The slide uses red borders to indicate former colleagues of Director Wagner, implying a conflict of interest or lack of independence.introduce_nominees
Open slide detailBeat · The Struggle for Change
27
Includes a small header table/grid at the top right summarizing governance failures.expose_contradiction
Open slide detailBeat · The Struggle for Change
28
Uses a table to decompose board independence and headshots to visualize the board members.name_villain
Open slide detailBeat · The Struggle for Change
29
This is likely the first part of a two-slide sequence intended to expose a contradiction between BlackRock's stated policy and their actual behavior.expose_contradiction
Open slide detailBeat · The Struggle for Change
30
Uses red highlighting to identify non-independent directors (tenure >= 12 years).expose_contradiction
Open slide detailBeat · The Struggle for Change
31
The slide uses a quote from BlackRock's Articles of Association to frame the Executive Committee as a power-concentrating entity.expose_contradiction
Open slide detailBeat · The Struggle for Change
32
The slide uses a quote as a rhetorical device to set up a future contradiction.expose_contradiction
Open slide detailBeat · The Struggle for Change
33
Includes a specific reference to 'Caesar's wife' idiom regarding the necessity of being beyond suspicion in governance roles.expose_contradiction
Open slide detailBeat · The Struggle for Change
34
The slide uses a narrative structure to expose a potential governance failure.expose_contradiction
Open slide detailBeat · The Struggle for Change
35
The slide uses a comparison table to demonstrate the 'gap' in governance authority between BlackRock and a peer (JP Morgan).expose_gap
Open slide detailBeat · The Struggle for Change
36
Uses a quote from BlackRock's own principles to frame the contradiction.expose_contradiction
Open slide detailBeat · The Struggle for Change
37
This slide is likely part of a sequence intended to contrast BlackRock's stated governance principles with their actual behavior.expose_contradiction
Open slide detailBeat · The Struggle for Change
38
The slide uses a specific contradiction between the need for succession planning and the lack of assigned duties for the Lead Independent Director.expose_contradiction
Open slide detailBeat · The Struggle for Change
39
Includes a quote from BlackRock's Investment Stewardship guidelines regarding board leadership structures.expose_contradiction
Open slide detailBeat · The Struggle for Change
40
Part 1 of 3 in a series critiquing BlackRock's governance.expose_contradiction
Open slide detailBeat · The Struggle for Change
41
Part 2 of 3 in a series. Uses contrast between 'generic observation' and 'specific analysis'.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
42
The table uses color-coding (red for BlackRock) to emphasize poor performance relative to peers.compare_peers
Open slide detailBeat · The Victory - Achieving Independence
43
The slide uses a numbered list (12-20) to present evidence of poor governance.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
44
This slide is likely part of a sequence intended to contrast BlackRock's stated principles with their actual actions.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
45
Uses a 'BlackRock Narrative' vs '...Analysed' comparison structure to highlight a gap in operational capacity.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
46
Uses a 'Narrative vs. Analysed' structure to expose greenwashing.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
47
The slide uses a direct quote from BlackRock's 2020 letter to contrast with current data.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
48
Uses a side-by-side comparison of narrative text and a proxy voting record screenshot to demonstrate hypocrisy.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
49
The slide uses a press release excerpt and a quote to frame the appointment as a conflict of interest regarding climate commitments.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
50
Uses a side-by-side comparison of a narrative statement versus a factual document (SEC letter) to highlight hypocrisy.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
51
This slide is likely part of a sequence intended to contrast BlackRock's stated principles with their actual behavior.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
52
The slide uses a screenshot of BlackRock's proxy voting disclosure to substantiate the claim of voting against the proposal.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
53
The slide uses a screenshot of a proxy voting disclosure to prove the contradictory voting behavior.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
54
Uses a 'villain' framing technique to expose BlackRock's voting record against their stated ESG commitments.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
55
Uses a side-by-side comparison to highlight hypocrisy.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
56
This is a setup slide for a 'say-do' gap analysis.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
57
Uses a 'villain' framing by highlighting the 'socially dangerous' nature of the executives and BlackRock's complicity via voting.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
58
The slide uses a 'villain' framing by contrasting the CEO's criminal record with BlackRock's voting behavior.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
59
The slide uses a grid of four case studies (Signature Bank, SVB, Bed Bath & Beyond, Lordstown Motor) to highlight a pattern of poor stewardship.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
60
The top right corner contains a navigation breadcrumb/tracker indicating this is part of a series of critiques.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
61
The slide uses a quote to highlight the CEO's defensive stance against political polarization.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
62
Uses a 'Gone with the Wind' movie poster parody to frame Larry Fink's ESG stance as opportunistic.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
63
Includes visual evidence of letters from North Carolina, West Virginia, and NYC Comptroller.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
64
The slide uses a 'villain' framing by highlighting BlackRock's 'destructive approach' and 'ambivalence' as the cause for losing a major institutional client.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
65
The slide uses a grid of news clippings to frame BlackRock as being caught between conflicting political and social pressures.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
66
The slide uses a grid of news clippings to build a narrative of hypocrisy or strategic retreat regarding ESG.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
67
Used to highlight a shift in corporate messaging or potential hypocrisy.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
68
The slide uses a comparison frame to highlight a governance failure.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
69
The slide highlights that competitors explicitly identify greenwashing as a material risk, contrasting with the target company's potential lack of focus.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
70
The slide highlights a specific section (23-28) with a red border, indicating it is the focus of the current discussion.appendix
Open slide detailBeat · The Victory - Achieving Independence
72
The slide uses a color-coded legend to distinguish asset managers from other types of financial institutions.analyze_data
Open slide detailBeat · The Victory - Achieving Independence
73
Uses a 'paper scrap' visual metaphor for quotes.cite_precedent
Open slide detailBeat · The Victory - Achieving Independence
74
The slide uses a 'sticky note' visual metaphor for each quote.cite_precedent
Open slide detailBeat · The Victory - Achieving Independence
75
Part 2 of 2 slide series on asset manager support for governance reform.cite_precedent
Open slide detailBeat · The Victory - Achieving Independence
76
The slide uses a 'ripped paper' visual metaphor for the quotes.cite_precedent
Open slide detailBeat · The Victory - Achieving Independence
77
The slide presents two distinct policy statements from major asset managers to demonstrate a nuanced, case-by-case approach to governance proposals.cite_precedent
Open slide detailBeat · The Victory - Achieving Independence
78
The slide uses a table to align ISS policy criteria with specific company failures to justify a 'for' vote recommendation.preempt_rebuttal
Open slide detailBeat · The Victory - Achieving Independence
79
Part 2 of 2 slides citing Glass Lewis policy.cite_precedent
Open slide detailBeat · The Victory - Achieving Independence
80
The slide uses a quote from BlackRock to set up a potential contradiction or test of their stated principles.cite_precedent
Open slide detailBeat · The Victory - Achieving Independence
81
The slide acts as a table of contents or index for the appendix section of the deck.appendix
Open slide detailBeat · The Victory - Achieving Independence
82
Uses a two-column layout to contrast corporate statements with activist rebuttals.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
83
Uses a two-column comparison table to frame the argument.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
84
Uses a comparison table structure to highlight hypocrisy.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence
85
The slide uses a two-column comparison structure to frame the argument as a direct response to BlackRock's proxy filing.expose_contradiction
Open slide detailBeat · The Victory - Achieving Independence