slides · global inventory
Subtitle
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 11,406
Current window 4,051-4,080
Pages 381
Rows per page 30
Component
4,051-4,080 of 11,406
08
The slide uses a dual-track timeline to show repeated rejection of meeting requests and lack of communication.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
11
The slide uses a quote to establish a standard that the activist intends to show BlackRock failing to uphold.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
24
The slide uses a specific regulatory reference (302A.02(b)) to highlight a loophole in independence definitions.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Solution1 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
14
Includes a footnote explaining the conservative assumptions (10% reduction in billings growth, 40% incremental variable costs).Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
15
Includes a callout box at the bottom regarding employee sentiment.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 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
03
This is a press release text document.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · DesireLoop · Golden Circle1 hit
01
The slide uses a strong, accusatory tone typical of activist investor presentations (Land & Buildings).Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Problem1 hit
110
The slide uses a checkmark matrix to demonstrate the breadth of experience across the proposed slate.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
184
The slide uses a 'villain' framing by highlighting NSC's poor performance relative to a peer.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 1 hit
19
The slide uses a numbered list format to categorize the root causes of corporate stagnation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
47
The slide highlights a specific governance gap at Kao relative to Reckitt, Unilever, P&G, and L'Oreal.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
51
Includes a quote from a former Unilever executive to validate the market attractiveness.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
57
The chart uses bubble sizes to represent revenue in USDm, visually contrasting Kao's smaller brands with larger market incumbents.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
60
Uses a 'However...' transition to pivot from brand equity to growth underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
64
The slide uses a comparison to Olaplex and Milbon to justify a revenue growth target for Oribe.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
24
The slide contrasts Kao's low marketing spend (as a % of sales) against peers, suggesting that competitor success is due to better marketing execution rather than product superiority.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)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
15
The slide uses a callout box to emphasize the negative growth of the subject company compared to the positive growth of peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
The slide uses a red vertical dashed line to mark the appointment of Hasebe as Head of R&D, correlating it with the start of Kao's performance decline.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
40
The chart uses AI-derived perception data to benchmark brand performance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Loop · Tale Two Worlds1 hit
100
The slide uses a 'villain' framing by labeling Kao a 'Digital Laggard' and contrasting its strategy with 'successful' peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
06
The slide outlines the deal structure, including enterprise value, equity dilution, and leverage metrics.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Problem & Complication1 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
22
Includes a mix of historical share price performance, market share data, and peer valuation benchmarking.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 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
17
The slide uses a callout box to point out that activity has slowed since the activist investor (Engine Capital) became involved.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
49
Includes a quote from CEO Matt Proud to contrast with the poor performance data.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit