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35,041-35,070 of 110,471
04
Uses a waterfall-style bridge to illustrate the gap between market cap and intrinsic value.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor 2 hits
06
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 Inaction2 hits
16
The slide uses a funnel-like diagram to show how two investment pillars feed into the company's mission and vision.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor 2 hits
11
This is a page from a shareholder letter/activist investor presentation. It uses specific auction data to support a narrative of poor capital allocation.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Interest2 hits
25
This is page 25 of a shareholder letter, continuing a numbered list of demands.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Solution & Approach2 hits
08
The slide uses a rhetorical 'Keep it Green' image to contrast with the industrial nature of the proposed project.BP plc (BP) · Giuseppe Bivona & Marco Taricco
Shareholder letter Activist investor Loop · Analogy2 hits
03
This is a continuation of a numbered list of questions (14-21) in a shareholder letter.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Situation & ContextLoop · Pattern Hunter2 hits
09
The slide presents excerpts from a planning committee report (paragraphs 196-200) and then challenges the logic of the decision-making process.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
25
This is page 25 of a legal or activist letter, featuring numbered paragraphs 48 and 49.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
02
The slide uses a numbered list format to present two key pillars of their plan: Board composition and CEO selection.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Situation & Context2 hits
03
This is the second of two slides outlining the activist's plan.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Situation & Context2 hits
11
Part 2 of 3 in a series of arguments against a specific activist slate.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
13
The slide uses a confrontational tone to question the legitimacy of BP's project authorization strategy.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The CallLoop · Cost Of Inaction2 hits
04
BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 2 hits
05
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 · Problem2 hits
06
Uses a structured Issue-Proposal-Action framework.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Problem2 hits
23
The slide uses a 'preempt_rebuttal' logic by citing regulatory guidance to invalidate a potential 'check-the-box' defense by the board.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Solution2 hits
36
Uses a quote from BlackRock's own principles to expose a failure in practice.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Evidence2 hits
41
Part 2 of 3 in a series. Uses a contrast-based argument to differentiate the activist's specific critique from generic market trends.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 2 hits
60
Part of a series of slides highlighting governance failures.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
04
BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Call to Action2 hits
05
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 Action2 hits
23
Uses regulatory text to preemptively argue against a 'check-the-box' approach to board independence.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change2 hits
41
Part 2 of 3 in a series. Uses contrast between 'generic observation' and 'specific analysis'.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence2 hits
60
The top right corner contains a navigation breadcrumb/tracker indicating this is part of a series of critiques.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence2 hits
08
US Foods Holding Corp. (USFD)US Foods Holding Corp. (USFD) · Scott Ferguson
Shareholder letter Activist investor 2 hits
24
The slide uses a line chart to show pricing delta and a bar chart to show historical operating ratios.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor 2 hits
07
This slide outlines a specific strategic proposal by Bluebell Capital Partners regarding Glencore and Teck.Glencore Plc (GLEN) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Proposing an alternative solution2 hits
12
Uses a two-column layout to contrast the Board's claims with the Shareholder Slate's counter-arguments.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto and James Chadwick
Shareholder letter Activist investor Beat · ActionLoop · Before After2 hits