Matching slides 11,188
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4,831-4,860 of 11,188

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05
Uses red dashed boxes to highlight the activist's critique of the company's peer selection and performance claims.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
06
Uses a 'before-after' style visual of the company's own claims to set up a 'villain critique' or 'expose contradiction' argument.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
07
Uses a 'before-after' style contradiction where the company's own framework is used as a foil for their actual performance.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
08
Uses red 'X' overlays on peer comparison charts to invalidate the company's claims of strong performance.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
09
The slide uses a 'FALSE' watermark over the left-hand table to dismiss the opponent's claims.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
The slide uses a visual 'stamp' technique to label analyst quotes with their corresponding ratings, effectively undermining the positive sentiment of the quotes.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
02
Includes standard press release boilerplate and legal disclaimers regarding peer group definitions and pro-rata asset calculations.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
21
Oasis Management activist deck slide regarding Kao Corporation's global strategy.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide critiques Kao's internal projections for Latin America (3.4% of revenue) against the high growth potential of the region.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
The slide uses a quote from the Kao CEO to frame the company's marketing strategy as potentially misguided compared to global peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The slide contrasts Kao's low marketing spend (as a % of sales) against peers, suggesting that competitor success is due to better marketing execution rather than product superiority.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
The slide uses a contrast-pairs approach to show the gap between a successful digital brand (Kate) and an underperforming one (Curél).Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
26
Oasis Management activist deck slide criticizing Kao's digital strategy.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
27
The slide uses screenshots of social media accounts and podcasts to contrast the client's inactivity with competitors' active content marketing.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
28
The slide contrasts well-branded, illuminated displays of Rohto, Senka, and Neutrogena against a disorganized, unbranded shelf for Kao products.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
29
Uses customer testimonials as evidence of distribution failure.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
30
The slide highlights Kao's underperformance in global market penetration compared to peers like Beiersdorf, L'Oréal, and Kenvue.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
The chart uses a trend line to show the correlation between brand count and revenue, positioning Kao as an outlier with too many brands for its revenue scale.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
32
Oasis Management's critique of Kao's brand strategy, highlighting the underperformance of R8 brands and the need for consolidation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
33
Oasis Managementによる花王へのアクティビスト提案資料の一部。Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
34
The slide outlines the structure of the presentation, moving from problem identification to proposed solutions.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
35
The slide uses a rhetorical question to challenge the company's global standing, typical of activist investor presentations.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
36
The slide uses a provocative quote to frame management as risk-averse or incompetent regarding growth.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
37
The slide uses analyst quotes to validate the activist's critique of management's lack of growth focus.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
38
The slide uses a quote from management to expose a contradiction between their stated ambition and their lack of execution.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
39
The slide uses CEO quotes to demonstrate a lack of strategic focus on core business.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
40
Oasis Management's activist deck criticizing Kao Corporation's strategic communication.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
Part of the 'a better kao' activist campaign by Oasis.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
16
Uses quotes from internal leadership and external analysts to highlight strategic misalignment.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
17
The slide uses a combination of rhetorical questions, a direct company quote, an analyst quote, and a breakdown of the Long-Term Incentive Plan to highlight potential strategic misalignment.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit