Matching slides 11,188
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05
This is the final page of a shareholder letter, including a signature and a deadline for the Board's response.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
This is a formal legal notice/letter from an activist investor.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
31
The slide uses a quote from BlackRock's Articles of Association to frame the Executive Committee as a power-concentrating entity.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
32
The slide uses a quote as a rhetorical device to set up a future contradiction.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
33
Includes a specific reference to 'Caesar's wife' idiom regarding the necessity of being beyond suspicion in governance roles.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
34
The slide uses a narrative structure to expose a potential governance failure.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
35
The slide uses a comparison table to demonstrate the 'gap' in governance authority between BlackRock and a peer (JP Morgan).BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
36
Uses a quote from BlackRock's own principles to frame the contradiction.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
37
This slide is likely part of a sequence intended to contrast BlackRock's stated governance principles with their actual behavior.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
38
The slide uses a specific contradiction between the need for succession planning and the lack of assigned duties for the Lead Independent Director.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
39
Includes a quote from BlackRock's Investment Stewardship guidelines regarding board leadership structures.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
40
Part 1 of 3 in a series critiquing BlackRock's governance.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
16
The slide uses a complex network diagram to argue that the current structure is inefficient and leads to undervaluation.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
17
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
18
The slide uses a hub-and-spoke diagram to illustrate the conglomerate structure and lack of synergy.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
19
Includes specific valuation methodologies for operating businesses (EV/EBITDA multiples and DCF).Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
20
The chart uses a timeline-based annotation style to highlight the ineffectiveness of past corporate actions.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
21
The slide uses a combination of a time-series line chart and three bar charts to demonstrate the divergence between market valuation and fundamental business performance.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
22
Includes a mix of historical share price performance, market share data, and peer valuation benchmarking.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
23
Includes a valuation bridge/discount visualization and a peer comparison chart.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
24
The slide uses a dual-chart approach to demonstrate the scale of operating businesses (Net Sales and Operating Profit) excluding Samsung Biologics.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
25
The slide uses a map to anchor the land assets to specific geographic areas, then decomposes the total area and value using stacked bar charts.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
26
The slide uses a pie chart to show the scale of new business capex and a visual map of specific growth sectors with icons indicating synergy with construction and trading divisions.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
27
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
28
The slide uses a circular flow diagram to suggest interconnectedness of the three identified problems.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
29
Uses a custom flow diagram to contrast 'Cash In' vs 'Cash Out' with specific annotations (a, b, c) critiquing the policy.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
30
Uses a hub-and-spoke diagram to represent investor inquiries surrounding a central question mark icon.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
31
The slide uses a two-row grid to contrast Independent Directors with Executive Directors, paired with specific critiques for each group.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
32
The slide uses a comparison table to highlight the lack of regulation on treasury share disposal compared to new share issuance.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
33
Uses a two-column comparison layout to contrast disclosure issues with compensation issues.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit