slides · global inventory
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Matching slides 78,129
Current window 50,341-50,370
Pages 2,605
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50,341-50,370 of 78,129
08
Uses a gap analysis framework to justify the need for new board members.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
09
The slide uses checkmarks to visually signal that the 'A Better Kao' slate meets or exceeds peer benchmarks.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
10
The chart highlights Kao's current board size of 8 versus a proposed maximum of 14 post-AGM.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
11
Includes a visual transition diagram showing a shift from current to 'a better Kao' compensation structure.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 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
16
The chart highlights a 'Pre-COVID ROIC' threshold of 14.0% as a performance benchmark.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
08
The chart illustrates the decline of console gaming revenue alongside the growth of mobile and online gaming.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
09
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
20
The chart shows a significant spike in the P/B ratio peaking around 2007-2008.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Evidence & Proof1 hit
21
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
14
Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
Uses a 4-point list structure to systematically dismantle the deal's rationale.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
19
Uses a waterfall-style bridge to show value destruction and a map to show lack of focus.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
Uses a combination of bar chart for FCF and floating bubbles for headcount/compensation metrics.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction1 hit
22
Uses a 'before-after' framing to contrast management's narrative with the actual data.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor 1 hit
25
The chart is a waterfall-style bridge showing the path from current market value to full potential value.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
27
The chart uses a bridge-like structure to show current value, upside, and potential future value.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
28
The slide uses a waterfall bridge to demonstrate the net impact of cost savings minus one-off implementation costs.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
07
Uses a waterfall-style bridge to illustrate value creation from structural change (unification) and operational strategy (capital allocation).Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
10
The slide uses a combination of bar charts and callout bubbles to show implied per-share values and total market values.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
11
The slide uses a 'bridge' style comparison to show valuation gaps.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
12
The slide uses a line chart to visualize a valuation gap caused by a dual-listed company (DLC) structure.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
25
Uses a CEO quote to preemptively counter the argument against unification.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
27
The slide uses a waterfall-style comparison to show how the DLC structure causes 'wasted' credits compared to a unified structure.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction1 hit
30
Uses a stacked bar chart to visualize the discrepancy between management's claim and actual/opportunity costs.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
31
Uses a comparison of tax savings vs. value destruction to frame the DLC as a net negative.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
32
Uses a direct quote from the CEO to highlight a contradiction between stated strategy and actual execution.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
33
Uses a quote from the CFO to frame the rebuttal.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
43
The chart highlights the performance gap between BHP and Rio Tinto post-unification.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
47
The slide uses a waterfall-style bridge to illustrate value creation from structural changes and future capital allocation.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit