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Matching slides 110,355
Current window 38,701-38,730
Pages 3,679
Rows per page 30
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38,701-38,730 of 110,355

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10
Includes a map of the railway network and a table of financial metrics excluding OLC.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The chart uses a shaded area to represent the valuation gap, with a specific callout for the US$3.0bn current gap.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The slide uses a dual-chart layout to highlight consistent underperformance in both profitability and asset efficiency.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
Uses a visual bridge to connect the company's 10% policy line to the 30% industry standard expectations.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
Uses a waterfall-bridge style to illustrate the value gap.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
Uses a diagrammatic flow to contrast the financial terms of the share swap between Keisei and Aeon.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
The table highlights Keisei's lack of formal policy and poor performance on ROE and shareholder return targets compared to peers.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
01
Slide 1
This is the first page of an activist shareholder letter.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
04
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 Inaction1 hit
05
This is page 5 of a shareholder letter from Palliser Capital.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
26
The slide uses a pie chart to show the scale of new business capex and a visual map of specific growth sectors with icons indicating synergy with construction and trading divisions.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
29
Uses a custom flow diagram to contrast 'Cash In' vs 'Cash Out' with specific annotations (a, b, c) critiquing the policy.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
31
The slide uses a two-row grid to contrast Independent Directors with Executive Directors, paired with specific critiques for each group.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
32
The slide uses a comparison table to highlight the lack of regulation on treasury share disposal compared to new share issuance.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
33
Uses a two-column comparison layout to contrast disclosure issues with compensation issues.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
38
The slide uses a flow-based diagram to map sources of capital to specific allocation strategies.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
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 Bet1 hit
41
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
43
The slide uses color-coded lines to represent ownership stakes between various Samsung entities and the Lee family.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
48
The table highlights the significant value potential for major stakeholders.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
50
Includes CAGR calculation and YTD September 2023 data point.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
51
Includes CAGR calculation and operating margin trends.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
52
Includes brand logos and segment breakdowns.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
53
Includes CAGR calculation and operating margin trend lines.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
54
The slide contrasts the steady, low-capital nature of catering with the capital-intensive, volatile nature of food distribution.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
56
Illustrates a corporate restructuring strategy involving a horizontal spin-off merger.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
57
The slide illustrates a complex corporate spin-off mechanism involving multiple entities (SCT, SEC, SDI, SDS, S-Bio).Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
58
The slide uses a before-and-after diagram to illustrate the structural change in the Samsung Group entities.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
59
Includes a structural diagram showing ownership percentages and a list of three methods to achieve the target ownership.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit