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Matching slides 110,355
Current window 38,671-38,700
Pages 3,679
Rows per page 30
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38,671-38,700 of 110,355

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05
This is the final page of a shareholder letter, including a signature and a deadline for the Board's response.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
66
The slide uses a grid of news clippings to build a narrative of hypocrisy or strategic retreat regarding ESG.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
67
Used to highlight a shift in corporate messaging or potential hypocrisy.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
69
The slide highlights that competitors explicitly identify greenwashing as a material risk, contrasting with the target company's potential lack of focus.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
72
The slide uses a color-coded legend to distinguish asset managers from other types of financial institutions.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
73
Uses a 'paper scrap' visual metaphor for quotes.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
74
The slide uses a 'sticky note' visual metaphor for each quote.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
75
Part 2 of 2 slide series on asset manager support for governance reform.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
76
The slide uses a 'ripped paper' visual metaphor for the quotes.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
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 Independence1 hit
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 and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
79
Part 2 of 2 slides citing Glass Lewis policy.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
80
The slide uses a quote from BlackRock to set up a potential contradiction or test of their stated principles.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
82
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 Independence1 hit
83
Uses a two-column comparison table to frame the argument.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
84
Uses a comparison table structure to highlight hypocrisy.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
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 Independence1 hit
06
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
07
Uses a waterfall-style bridge to illustrate the value gap and future growth potential.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction1 hit
11
The slide uses a collage of historical and modern imagery to establish the company's deep integration with national development.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit
12
The chart uses a broken y-axis to accommodate the massive scale of Samsung Electronics relative to other entities.Samsung C&T Corporation (028260 KS) · Palliser
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
15
Uses a 'Today vs Future' transition diagram with a callout for capital allocation.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit
16
The slide uses a complex network diagram to argue that the current structure is inefficient and leads to undervaluation.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
18
The slide uses a hub-and-spoke diagram to illustrate the conglomerate structure and lack of synergy.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
19
Includes specific valuation methodologies for operating businesses (EV/EBITDA multiples and DCF).Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
21
The slide uses a combination of a time-series line chart and three bar charts to demonstrate the divergence between market valuation and fundamental business performance.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
23
Includes a valuation bridge/discount visualization and a peer comparison chart.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
24
The slide uses a dual-chart approach to demonstrate the scale of operating businesses (Net Sales and Operating Profit) excluding Samsung Biologics.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
25
The slide uses a map to anchor the land assets to specific geographic areas, then decomposes the total area and value using stacked bar charts.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit