Matching slides 11,188
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Slide 1
This is a text-based news clipping, not a standard presentation slide.Alpine Electronics (6816) · Bloomberg
Other Activist investor Beat · Problem1 hit
03
This is a text-heavy press release page detailing the rationale for board replacement and listing specific nominees.Kao Corporation (4452 JT) · Seth Fischer
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
04
The slide functions as a formal call to action, combining governance demands with a critique of management's growth reporting metrics.Kao Corporation (4452 JT) · Seth Fischer
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
09
Kao Corporation (4452)Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
10
Uses a combination of a grouped bar chart for peer ROIC and an area chart for revenue opportunity.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
11
The slide uses a rhetorical question format to challenge the board's oversight of marketing investment and international growth strategy.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
12
Kao Corporation (4452)Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
13
The slide uses a line chart for gross margin trends and a bar chart for operating profit margins to expose a performance gap.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
14
The slide uses a line chart to show Kao's declining return on research capital relative to peers and a bar chart to show the collapse of EVA into negative territory.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
13
The slide uses a side-by-side valuation table to highlight the discrepancy in value capture between the two entities in the proposed merger.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
14
Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
Uses a 4-point list structure to systematically dismantle the deal's rationale.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
16
The slide uses strong, emotive language ('throwing in the towel', 'long-suffering', 'truly jarring') to frame the management team as antagonists.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
17
Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
The slide uses a table to demonstrate negative performance deltas across all time periods compared to benchmarks.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
Uses a waterfall-style bridge to show value destruction and a map to show lack of focus.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
Uses peer benchmarking to expose management's failure to reduce costs despite portfolio simplification.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
Rio Tinto (RIO)Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
14
The slide uses a structural diagram to explain the legal and operational separation of the two entities.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
The slide uses a red dashed box to highlight the 'Current DLC Structure' as the problem area.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
16
The table categorizes capital allocation into Growth and Capital Return, further split by method, with columns for availability, utilization, and limitations.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The slide uses pie charts to contrast the high reliance on stock for M&A in the broader market and sector versus the near-total reliance on cash for Rio Tinto.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
Uses a causal chain framework to link cash-only M&A to negative outcomes.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
Includes a diagram illustrating the flow of taxes, dividends, and credits between the company, the ATO, and shareholders.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
The slide uses a series of stacked bar charts and pie charts to highlight the structural imbalance between Rio Tinto Plc and Ltd entities.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
The slide uses a visual flow to show the 'leakage' of value (franking credits) caused by the intercompany transfer mechanism.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a dual-axis chart to show growth in credits and a bar chart to show valuation consensus.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
Uses a hub-and-spoke style diagram to illustrate multiple problems stemming from a central issue.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
Rio Tinto (RIO)Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
Uses a CEO quote to preemptively counter the argument against unification.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit