slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 38,611-38,640
Pages 3,679
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Component
38,611-38,640 of 110,355
03
The slide uses a numbered list format to present four key pillars of the investment thesis.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor 1 hit
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 1 hit
05
The chart uses a shaded area between two lines to visualize the 'value gap'.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor 1 hit
07
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
08
The chart illustrates the impact of adjusting for 'OLC Accounting Distortion' on valuation multiples.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
09
The slide emphasizes a patient and collaborative approach to activism.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor Loop · Cost Of Inaction1 hit
14
Uses a waterfall-style logic to adjust BPS and a comparison chart to show PBR delta.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor 1 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
17
Uses a flow-style diagram to map capital source to specific investment buckets with associated costs and time horizons.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor 1 hit
80
The slide uses a quote from BlackRock's own literature to set up a 'test' of their integrity regarding a specific shareholder vote.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 1 hit
82
The slide uses a classic 'he-said, she-said' structure to frame the opponent's argument as self-serving and outdated.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 1 hit
83
This slide uses a comparison table structure to frame the activist's rebuttal to the target company's proxy filing.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 1 hit
84
Uses a side-by-side comparison to contrast BlackRock's stated governance philosophy with Bluebell's critique of their actual board practices.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 1 hit
85
The slide uses a comparison table structure to contrast BlackRock's stated position with Bluebell's counter-argument.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 1 hit
07
The slide uses a timeline framework to establish a narrative of failed constructive engagement leading to a proxy demand.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence1 hit
08
The slide uses a bulleted list to address potential counter-arguments or misinterpretations of the activist's proposal.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence1 hit
11
This slide is likely the first part of a two-part sequence intended to contrast BlackRock's stated principles with their actual behavior.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence1 hit
12
Uses 'X' marks to visually reinforce the negative assessment of BlackRock's governance metrics.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence1 hit
13
This slide is likely part of a series intended to contrast BlackRock's stated rhetoric with their actual performance or practices.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence1 hit
14
Uses a 'before-after' framing to debunk a corporate narrative.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence1 hit
15
The slide uses a 'villain' framing by highlighting BlackRock's poor ranking (8th, 10th, and 11th out of 18) in red bars.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence1 hit
20
Used by Bluebell Capital Partners to highlight a potential contradiction between BlackRock's stated philosophy and their actions.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
22
The slide uses a grid of headshots to emphasize the board's size and composition.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
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 Change1 hit
24
The slide highlights a governance contradiction where a co-founder is classified as independent after meeting only the technical three-year cooling-off period.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
25
Uses a callout box at the bottom to summarize the argument against the Board's likely defense.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
26
The slide uses red borders to indicate former colleagues of Director Wagner, implying a conflict of interest or lack of independence.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
27
Includes a small header table/grid at the top right summarizing governance failures.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
28
Uses a table to decompose board independence and headshots to visualize the board members.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
29
This is likely the first part of a two-slide sequence intended to expose a contradiction between BlackRock's stated policy and their actual behavior.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit