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Matching slides 11,188
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4,711-4,740 of 11,188
08
The chart illustrates the impact of adjusting for 'OLC Accounting Distortion' on valuation multiples.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
The slide discusses the impact of the National Policy Statement for Renewable Energy Infrastructure (EN-3) on solar capacity assessment.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The Struggle1 hit
08
The slide functions as a formal accusation of regulatory deception, using specific capacity figures (MW) to highlight discrepancies.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The Struggle1 hit
09
This is a page from a shareholder letter by Bluebell Capital Partners.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
10
The slide uses a legalistic argument to frame BP's technical overplanting as a regulatory loophole exploitation.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
10
Uses a two-column comparison structure to contrast industry support for the proposal against BlackRock's specific counter-arguments.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
11
The slide uses a quote to establish a standard that the activist intends to show BlackRock failing to uphold.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
12
Uses 'X' marks to visually emphasize the negative performance gap.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
13
The slide is designed to set up a contradiction between the CEO's stated success and the activist's subsequent critique.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
14
Uses a 'before-after' framing to debunk a corporate narrative by splitting the timeline at the BGI deal announcement.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
15
The slide uses three bar charts to highlight BlackRock's ranking relative to its self-selected compensation peer group.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
16
BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
17
BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
18
BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
19
The slide uses a numbered list to present a series of governance-related criticisms.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
20
This slide is likely used to set up a contradiction in later slides regarding BlackRock's actual behavior.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
17
BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
18
BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
19
The slide uses a numbered list to present a series of governance-related criticisms.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
20
Used by Bluebell Capital Partners to highlight a potential contradiction between BlackRock's stated philosophy and their actions.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
21
Includes a specific citation from BlackRock's bylaws and a list of peer companies.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
22
The slide uses a grid of headshots to emphasize the board's size and composition.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
23
Uses regulatory text to preemptively argue against a 'check-the-box' approach to board independence.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
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.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
25
Uses a callout box at the bottom to summarize the argument against the Board's likely defense.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
26
The slide uses red borders to indicate former colleagues of Director Wagner, implying a conflict of interest or lack of independence.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
27
Includes a small header table/grid at the top right summarizing governance failures.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
28
Uses a table to decompose board independence and headshots to visualize the board members.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
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.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
30
Uses red highlighting to identify non-independent directors (tenure >= 12 years).BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit