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Problem Agitate Solution Problem Identify Pain
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Uses a pie chart to visualize the capital allocation imbalance.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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Uses a pyramid-style hierarchy to show the root cause (top) leading to three distinct problem areas (bottom).Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 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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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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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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This slide outlines the specific shareholder proposal text and the supporting rationale regarding conflict of interest.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Problem1 hit
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Uses a structured Issue-Proposal-Action framework.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a timeline visual to document a series of letters and meetings, culminating in a call to action for shareholders.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Problem1 hit
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This slide serves to manage the narrative and preempt potential counter-arguments regarding the activist's motives.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a structured list format to categorize failures into governance, stewardship, and greenwashing risk.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a series of bar charts to demonstrate TSR underperformance across multiple time horizons (1Y, 3Y, 5Y, and since IPO).US Foods Holding Corp. (USFD) · Scott Ferguson
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses a line chart to demonstrate historical underperformance and text to argue for operational failure regarding margin gaps.US Foods Holding Corp. (USFD) · Scott Ferguson
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide serves as a corporate profile and credibility statement for the activist investor.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Problem1 hit
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Uses two case studies (CP and CSX) to demonstrate the efficacy of PSR implementation and board reconstitution.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Problem1 hit
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Norfolk Southern Corporation (NSC)Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Problem1 hit
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Norfolk Southern Corporation (NSC)Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a four-quadrant layout to contrast company history/leadership with quantitative performance metrics.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
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The chart uses a truncated Y-axis starting at 57%.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
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The chart highlights Norfolk Southern's underperformance (red bars) relative to peers (blue/grey bars) at key historical points.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
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The slide uses a comparative bar chart to frame volume decline as a proxy for service quality, followed by a list of safety incidents.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
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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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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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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