anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Source Note

Component collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 110,355
Current window 38,881-38,910
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

38,881-38,910 of 110,355

filter-aware
02
This is a classic activist 'villain critique' slide, framing the company's narrative as deceptive.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
03
Uses a red dashed box to highlight the activist's counter-argument against a specific slide from the company's presentation.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
04
The slide uses a 'before-after' style diagram to critique a proposal, while using red dashed boxes to highlight key arguments against the company's current structure.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
05
Uses red dashed boxes to highlight the activist's critique of the company's peer selection and performance claims.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
06
Uses a 'before-after' style visual of the company's own claims to set up a 'villain critique' or 'expose contradiction' argument.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
07
Uses a 'before-after' style contradiction where the company's own framework is used as a foil for their actual performance.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
08
Uses red 'X' overlays on peer comparison charts to invalidate the company's claims of strong performance.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
10
The slide uses a visual 'stamp' technique to label analyst quotes with their corresponding ratings, effectively undermining the positive sentiment of the quotes.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
Includes an inset box (B) highlighting historical dividend performance and a line chart showing FFO consensus estimate trends.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
12
Uses analyst quotes to undermine management's capital allocation strategy.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Loop · Cost Of Inaction1 hit
29
Uses customer testimonials as evidence of distribution failure.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
30
The slide highlights Kao's underperformance in global market penetration compared to peers like Beiersdorf, L'Oréal, and Kenvue.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
The chart uses a trend line to show the correlation between brand count and revenue, positioning Kao as an outlier with too many brands for its revenue scale.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
32
Oasis Management's critique of Kao's brand strategy, highlighting the underperformance of R8 brands and the need for consolidation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
39
The slide uses CEO quotes to demonstrate a lack of strategic focus on core business.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)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
52
Oasis Management activist deck slide regarding Kao Corporation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
53
Includes customer testimonials from Amazon and Lazada across three countries.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
54
Includes customer testimonials from Thailand, Italy, and Germany to highlight product appeal despite limited distribution.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
58
The slide uses a contrast between Bioré's technical success and its limited geographic footprint to frame an opportunity for expansion.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
59
The slide uses a bubble-style comparison to visualize the revenue gap between Kao's brands and major global competitors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
60
Oasis Management activist deck slide criticizing Kao's management of Molton Brown.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
61
The slide uses a line chart for historical growth and a bar chart for 2022 revenue comparison.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
62
The slide uses a bubble-style comparison to show the revenue gap between Molton Brown and larger competitors like Jo Malone, Aesop, and Lancôme.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
63
Comparison of 2022 revenue figures to highlight growth potential for SENSAI.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
65
The slide uses a bubble-style comparison to illustrate the revenue gap between Oribe and its peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
72
The slide uses a stock performance chart to validate the success of the CEO's strategic focus on skincare.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
75
The slide compares current market price (5,676) against an intrinsic value (9,919) derived from segment valuations (Health & Beauty, Cosmetics, Hygiene & Living Care, Chemicals) minus net debt.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
90
The table highlights Kao's lack of specific expertise (Consumer Marketing, Digital, Global FMCG, Supply Chain) compared to Reckitt, Unilever, P&G, and L'Oréal.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
94
The table lists target companies, acquirers, revenue multiples, EBITDA multiples, and transaction dates.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit