Matching slides 10,649
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1,831-1,860 of 10,649

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The slide uses a quote from BlackRock to set up a potential contradiction or test of their stated principles.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
81
The slide acts as a table of contents or index for the appendix section of the deck.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
82
Uses a two-column layout to contrast corporate statements with activist rebuttals.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
83
Uses a two-column comparison table to frame the argument.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
84
Uses a comparison table structure to highlight hypocrisy.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
85
The slide uses a two-column comparison structure to frame the argument as a direct response to BlackRock's proxy filing.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
86
BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
01
Slide 1
Includes date, company name, ticker, and activist campaign branding.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Hook1 hit
02
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Hook1 hit
03
Includes logos and press clippings as social proof.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Hook1 hit
04
The slide uses a globe graphic with circular callouts for key financial metrics.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Hook1 hit
14
The slide uses a red dashed box to highlight the failing segments, contrasting them with the successful ones above.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
The slide uses a callout box to emphasize the negative growth of the subject company compared to the positive growth of peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
The chart highlights a 'Pre-COVID ROIC' threshold of 14.0% as a performance benchmark.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
17
The chart highlights a significant gap between Kao and its peers, with Kao's margins remaining below 45%.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
18
The chart shows Kao's margin trend line diverging significantly from peers like P&G, L'Oreal, Unilever, and Beiersdorf.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
19
The chart uses a grouped bar chart to show quarterly performance trends.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
The slide uses a red vertical dashed line to mark the appointment of Hasebe as Head of R&D, correlating it with the start of Kao's performance decline.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
Highlights potential for margin improvement by normalizing R&D spend.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The chart shows Kao consistently spending significantly less on marketing than L'Oreal, Unilever, Beiersdorf, and Rohto Pharmaceutical.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
23
The slide uses a series of pie charts to visually demonstrate the lack of geographic diversification compared to peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
The chart highlights Kao's underperformance with a distinct teal line compared to the grey lines of its peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
The slide uses a red shaded area to highlight a 'narrow comparison' window used by the company, contrasting it with the longer-term underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
Uses a line chart with a shaded region to highlight cherry-picked data by management.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
42
The slide highlights a discrepancy between management's claims of performance and the actual sales decline, while also showing that the growth target is mediocre compared to peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem Statement1 hit
43
Uses a bubble chart to compare revenue of Bioré against global competitors Nivea, Garnier, and Neutrogena.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem Statement1 hit
44
Uses L'Oréal as a proxy for derma-cosmetics performance trends.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem Statement1 hit
45
Includes a quote from President Hasebe to validate the growth thesis in Thailand.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem Statement1 hit
49
The slide uses a numbered list to outline strategic pillars.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution1 hit
50
Includes press clippings from The Japan Times and The Wall Street Journal as evidence of market sentiment.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution1 hit