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Slide 1
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
02
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Uses a vertical timeline-style list to structure the executive summary points.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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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
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The slide uses a 'villain' framing by highlighting Keisei's outlier status against TSE standards.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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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
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The slide uses a circular flow diagram to represent a virtuous cycle of corporate governance and value creation.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
05
This is the final page of a shareholder letter, including a signature and a deadline for the Board's response.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
52
The slide uses a screenshot of BlackRock's proxy voting disclosure to substantiate the claim of voting against the proposal.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
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The slide uses a screenshot of a proxy voting disclosure to prove the contradictory voting behavior.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
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Uses a 'villain' framing technique to expose BlackRock's voting record against their stated ESG commitments.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
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Uses a side-by-side comparison to highlight hypocrisy.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
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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
63
Includes visual evidence of letters from North Carolina, West Virginia, and NYC Comptroller.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
64
The slide uses a 'villain' framing by highlighting BlackRock's 'destructive approach' and 'ambivalence' as the cause for losing a major institutional client.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
66
The slide uses a grid of news clippings to build a narrative of hypocrisy or strategic retreat regarding ESG.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
86
BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
01
Slide 1
Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor 1 hit
01
Slide 1
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit
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Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit
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This is an introductory slide for an activist investor deck.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Problem1 hit
04
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Problem1 hit
09
The slide uses a hub-and-spoke layout with Samsung C&T at the center.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction1 hit
25
The slide uses a map to anchor the land assets to specific geographic areas, then decomposes the total area and value using stacked bar charts.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 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
35
Slide 35 of the deck.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
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Uses a problem-solution mapping framework.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
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Includes CAGR calculation and operating margin trends.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