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Matching slides 78,129
Current window 50,311-50,340
Pages 2,605
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50,311-50,340 of 78,129
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
06
Uses a pie chart to visualize the capital allocation imbalance.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
10
Uses a mapping framework to link problems (A, B, C) to solutions (1, 2, 3).Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
12
The slide uses a waterfall-style bridge to connect current market value to future intrinsic value via three strategic steps.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 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
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
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
19
The slide uses red dashed boxes to highlight specific areas of concern (excess inside directors, low-level executive representation, and functional over-representation).Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
The slide uses a red dashed box and arrow to draw attention to Keisei's outlier status.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
32
Includes a callout box referencing SuMi TRUST's proxy voting policy regarding PBR thresholds.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
33
The slide uses a 'true ROE' calculation to expose that the company is underperforming relative to investor expectations, specifically targeting the Chair and President.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
34
The slide uses a screenshot of a Seibu Holdings investor presentation to validate the use of Adjusted PBR as a standard.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
43
Uses a before-after comparison of compensation structures and a table of peer KPIs.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
11
Part 2 of 3 in a series of arguments against a specific activist slate.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
62
Uses a 'Gone with the Wind' movie poster parody to mock the narrative shift.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 1 hit
62
Uses a 'Gone with the Wind' movie poster parody to frame Larry Fink's ESG stance as opportunistic.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
03
The chart highlights that the Tullow offer value is significantly lower than the sum of the individual asset components.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · AgitateLoop · 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
08
The chart uses a bridge/waterfall structure to reconcile net cash and asset values to a final fair market value, highlighting the discount.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
09
The chart uses a bridge/waterfall structure to show how various assets and liabilities contribute to the share price valuation.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 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
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
20
The chart uses a timeline-based annotation style to highlight the ineffectiveness of past corporate actions.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 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
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
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