slides · global inventory
Framework
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,448
Current window 3,481-3,510
Pages 215
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Component
3,481-3,510 of 6,448
12
The slide uses a waterfall-style bridge to connect current market value to future intrinsic value via three strategic steps.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
15
The slide uses a waterfall-bridge structure to visualize the flow of capital from opening excess to end-of-year deployment.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor 1 hit
07
The slide uses a timeline framework to establish a narrative of persistent, constructive engagement met with management resistance.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
42
The slide uses a custom flow diagram to link operational cash flow and divestment to three specific capital allocation buckets.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
25
Uses a 'Theory vs. Reality' framework to highlight financial discrepancies.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
24
Uses a modified lifecycle diagram to visually refute the company's narrative.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
21
Uses a 'Here's What Kratos Says' vs 'Here's What The Evidence Suggests' framing to highlight hypocrisy.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
48
Uses a side-by-side comparison of narrative text and a proxy voting record screenshot to demonstrate hypocrisy.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
19
The slide uses a timeline-annotated line chart to show the impact of activist events on stock performance.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
12
Uses the 'ceo-quote-contradiction' framework to highlight the gap between executive claims and technical evidence.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
10
The slide uses a 'fraud-exposure' framework to contrast initial loan agreements with subsequent, contradictory disclosures.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
17
Includes a funnel diagram for the drug discovery process and a detailed table of assumptions for revenue modeling.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
12
The slide uses a 'before/after' box to show a change in corporate ownership, likely to imply a shell company structure.China Internet Nationwide Financial Services Inc. (CIFS) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
05
Uses Occam's Razor as a rhetorical device to frame the company's likely denial as an improbable explanation for the observed data.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
27
Includes specific references to footnotes 67 and 68.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
93
Uses a 2x2 matrix structure to categorize business segments.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
09
The slide uses a 2x2 matrix layout to categorize business units.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)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
93
The slide uses a 2x2 matrix structure to categorize business units into four quadrants: High/Low Profitability vs. High/Low Growth.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
38
The matrix uses a 2x2 structure (Margin vs Growth) with an overlay circle highlighting 'Kao's Opportunity'.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Loop · Tale Two Worlds1 hit
71
Uses a red dashed box to group counter-arguments against Kao's board statement.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
79
Uses a contrast-pairs framework to systematically dismantle board arguments.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
86
Uses a contrast-pairs framework to systematically dismantle board arguments.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
98
Uses a contrast-pairs framework to systematically dismantle opponent arguments.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
13
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit
37
Uses a problem-solution mapping framework.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
39
Uses a matrix-like structure to define the diagnostic process for capital allocation.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
12
Uses a 'Management Says One Thing... But Then Does Another' framing to highlight hypocrisy.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
15
The slide uses a red dashed box to highlight the 'Current DLC Structure' as the problem area.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
44
The slide uses a before-after framing to contrast the current state (negative) with the proposed state (positive).Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit