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null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-5fbf9530fdff/30", "deckHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff#slide-30", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-5fbf9530fdff", "docSlug": "6f751c98c9d1", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-04-25 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 31, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "Uses a trendline to highlight Kao's inefficiency compared to peers like P&G and Beiersdorf.", "imagePath": null, 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"deckHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff#slide-34", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-5fbf9530fdff", "docSlug": "6f751c98c9d1", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-04-25 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 35, "slideType": "thesis_headline", "function": "frame_problem", "notes": "The slide uses a provocative question to frame the company's current state as problematic.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-5fbf9530fdff/35", "deckHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff#slide-35", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-5fbf9530fdff", "docSlug": "6f751c98c9d1", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-04-25 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 36, "slideType": "quote_slide", "function": "name_villain", "notes": "The slide uses a strong, provocative metaphor ('allergy to growth') to frame management as the primary obstacle to value creation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-5fbf9530fdff/36", "deckHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff#slide-36", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-5fbf9530fdff", "docSlug": "6f751c98c9d1", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-04-25 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 37, "slideType": "villain_critique", "function": "name_villain", "notes": "Uses analyst quotes to validate the activist's critique of management's lack of ambition and focus.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-5fbf9530fdff/37", "deckHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff#slide-37", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-5fbf9530fdff", "docSlug": "6f751c98c9d1", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-04-25 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 38, "slideType": "villain_critique", "function": "name_villain", "notes": "The slide uses a quote from Kao management to expose a contradiction between potential and actual strategy.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-5fbf9530fdff/38", "deckHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff#slide-38", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-5fbf9530fdff", "docSlug": "6f751c98c9d1", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-04-25 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 39, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses CEO quotes to demonstrate a lack of strategic focus.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-5fbf9530fdff/39", "deckHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff#slide-39", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-5fbf9530fdff", "docSlug": "6f751c98c9d1", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-04-25 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 40, "slideType": "villain_critique", "function": "name_villain", "notes": "The slide uses a 'villain critique' approach to undermine management's credibility by contrasting their stated goals with a lack of concrete metrics.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-5fbf9530fdff/40", "deckHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff#slide-40", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-5fbf9530fdff", "docSlug": "6f751c98c9d1", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-04-25 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 41, "slideType": "villain_critique", "function": "name_villain", "notes": "Uses a cartoon earth character to frame the target company's strategy as absurd.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-5fbf9530fdff/41", "deckHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff#slide-41", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-5fbf9530fdff", "docSlug": "6f751c98c9d1", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-04-25 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 42, "slideType": "villain_critique", "function": "diagnose_problem", "notes": "Uses a hub-and-spoke diagram to break down the three brands under the 'Global Sharp Top' initiative.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-5fbf9530fdff/42", "deckHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff#slide-42", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-5fbf9530fdff", "docSlug": "6f751c98c9d1", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2024-04-25 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 43, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a 'before-after' style comparison of market share vs sales growth to undermine management's credibility.", 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