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This is an introductory slide for an activist investor deck.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor 2 hits
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Slide 1
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
49
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor 2 hits
02
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 Circle2 hits
16
BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate2 hits
34
The slide uses a narrative approach to frame the extension of the LID's term as a governance failure.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Evidence2 hits
45
Uses a 'BlackRock Narrative' vs '...Analysed' structure to expose a contradiction.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 2 hits
50
Uses a 'before-after' style structure to highlight a direct contradiction in corporate policy.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 2 hits
64
Includes two press release excerpts from the Texas State Board of Education and Texas PSF.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 2 hits
77
The slide highlights that these major asset managers do not have a blanket policy for separating roles, but rather specific governance criteria they evaluate.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 2 hits
78
The slide uses a table to align ISS policy criteria with specific company failures to justify a 'for' vote recommendation.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 2 hits
01
Slide 1
This slide presents a formal shareholder proposal text and supporting arguments, framing the board's current structure as problematic.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor 2 hits
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The slide serves as a direct voting instruction for a specific proxy item.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence2 hits
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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 Change2 hits
45
Uses a 'BlackRock Narrative' vs '...Analysed' comparison structure to highlight a gap in operational capacity.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence2 hits
50
Uses a side-by-side comparison of a narrative statement versus a factual document (SEC letter) to highlight hypocrisy.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence2 hits
77
The slide presents two distinct policy statements from major asset managers to demonstrate a nuanced, case-by-case approach to governance proposals.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence2 hits
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Uses a two-column layout to contrast corporate statements with activist rebuttals.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence2 hits
85
The slide uses a two-column comparison structure to frame the argument as a direct response to BlackRock's proxy filing.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence2 hits
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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 · Problem2 hits
02
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 Inaction2 hits
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The slide uses a line chart to visually demonstrate the performance gap between Tullow and its peers, followed by a narrative critique of the company's management and financial stability.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
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Page 2 of a shareholder letter.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · InterestLoop · Aha Moment2 hits
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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 · Iceberg2 hits
03
This is an introductory slide for an activist investor deck.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Problem2 hits
35
Slide 35 of the deck.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate2 hits
40
The slide uses a bar chart to compare annualised buyback returns over different time horizons against the company's cost of capital.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
44
The slide outlines a restructuring proposal involving a horizontal spin-off merger.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution2 hits
01
Slide 1
Includes a numbered list of 10 governance improvement points and a pull-quote from Seth Fischer.Japanese listed companies (market-level) · Seth Fischer
Other Activist investor Beat · Setup2 hits
01
Slide 1
Rio Tinto (RIO)Rio Tinto (RIO) · Palliser
Activist deck Activist investor 2 hits