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Slide 1
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Uses a vertical timeline-style list to structure the executive summary points.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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This is a text-heavy page from a shareholder letter detailing the rationale for an activist proposal.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
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This is a text-heavy shareholder letter page. It uses survey data to build a case for change.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Image file /tmp/legacy-images/fb3cc97ae823/slides/004.jpg was not present on disk; unable to inspect contents.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Call to Action1 hit
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This slide outlines a specific shareholder proposal regarding corporate governance structure.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Call to Action1 hit
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This is page 2 of a 3-page shareholder letter.Nintendo Co., Ltd. (7974) · Seth Fischer
Shareholder letter Activist investor Beat · Need1 hit
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This is a page from an activist investor letter (likely from Seth Fischer of Oasis Management) to Satoru Iwata.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
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Slide 1
This is the first page of an activist shareholder letter.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses strong, adversarial language to frame the merger as a 'give-away' and a 'bail-out'.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Page 2 of a shareholder letter.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · InterestLoop · Aha Moment1 hit
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Includes a footnote regarding the independent valuation source (ERCE).Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Uses bulleted lists to systematically dismantle the logic of the proposed merger.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The chart uses a bridge/waterfall structure to reconcile net cash and asset values to a final fair market value, highlighting the discount.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
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The chart uses a bridge/waterfall structure to show how various assets and liabilities contribute to the share price valuation.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
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This is an introductory slide for an activist investor deck.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Problem1 hit
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Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Problem1 hit
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Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a structured table format to present key investment thesis pillars.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Problem1 hit
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Rio Tinto (RIO)Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
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The slide uses a structured list format to detail operational highlights for each segment.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
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The slide uses a combination of bar charts and callout bubbles to show implied per-share values and total market values.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
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The slide uses a 'bridge' style comparison to show valuation gaps.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
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The slide uses a line chart to visualize a valuation gap caused by a dual-listed company (DLC) structure.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit