slides · global inventory
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Matching slides 79,264
Current window 65,731-65,760
Pages 2,643
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Component
65,731-65,760 of 79,264
02
This is a page from a shareholder letter by Bluebell Capital Partners addressed to BP.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Attention1 hit
09
This is a text-heavy slide from an activist investor letter (Bluebell Capital Partners) criticizing BP's management.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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The slide uses a numbered list to detail specific 'red flags' regarding BP's IRR targets versus WACC.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Interest1 hit
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This is a text-heavy slide from a shareholder letter, functioning as an argument for management change.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · DesireLoop · Iceberg1 hit
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The slide uses a narrative of 'superficiality' vs 'substance' to frame BP's leadership decisions as failures.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · DesireLoop · Iceberg1 hit
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This is page 23 of a shareholder letter/activist investor presentation.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Desire1 hit
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This is a page from an activist investor letter. It outlines specific financial targets for capex reallocation and shareholder returns.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Solution & Approach1 hit
02
The slide contains a critique of BP's management and board, specifically targeting Helge Lund and Mr. Auchincloss.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain CritiqueLoop · David Goliath1 hit
02
The slide uses a confrontational tone to argue for poor management at BP.BP plc (BP) · Giuseppe Bivona & Marco Taricco
Shareholder letter Activist investor 1 hit
39
This is page 39 of a legal or regulatory submission by Bluebell Capital Partners, featuring detailed calculations of solar farm capacity.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a comparative bar chart to frame the CEO as an underperformer.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
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The slide uses a Bloomberg terminal screenshot to provide objective evidence of market disapproval.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
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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
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The slide emphasizes execution as the primary driver for closing the valuation gap.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
02
The slide uses a 'villain' narrative to attack the board and management, specifically citing misconduct and strategic failure.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The Monster1 hit
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The slide uses a series of bar charts to demonstrate TSR underperformance across multiple time horizons (1Y, 3Y, 5Y, and since IPO).US Foods Holding Corp. (USFD) · Scott Ferguson
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses a line chart to demonstrate historical underperformance and text to argue for operational failure regarding margin gaps.US Foods Holding Corp. (USFD) · Scott Ferguson
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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This is a text-heavy shareholder letter page outlining the case for board change.US Foods Holding Corp. (USFD) · Scott Ferguson
Shareholder letter Activist investor Beat · Agitate (Make it worse)1 hit
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This is a text-heavy shareholder letter page from an activist investor campaign.US Foods Holding Corp. (USFD) · Scott Ferguson
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
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The slide uses a three-column/row layout to present distinct investment arguments.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor 1 hit
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The slide uses a line chart to show pricing delta and a bar chart to show historical operating ratios.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor 1 hit
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The table demonstrates potential for 2.5x operating income growth.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor 1 hit
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Includes peer benchmarking tables for LTL and Asset-Light sectors and a valuation sensitivity table.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor 1 hit
02
Includes a specific target for operating ratio (62-63%) and a timeline for implementation.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · Attention1 hit
03
The slide uses a structured table format to map specific actions to desired outcomes for the 13-24 month, 25-36 month, and 'thereafter' periods.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · Attention1 hit
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The slide uses red coloring for Norfolk Southern to emphasize negative performance relative to peers.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Zoom In1 hit
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The slide uses a persuasive, activist-investor tone to contrast the proposed leadership and plan against the incumbent board's performance.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto and James Chadwick
Shareholder letter Activist investor Beat · DesireLoop · Before After1 hit
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Uses a 'The Board's Contention' vs 'The Reality' structure to systematically dismantle opposing arguments.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto and James Chadwick
Shareholder letter Activist investor Beat · InterestLoop · Before After1 hit
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Uses a contrast-pairs framework to systematically dismantle the Board's arguments against the activist slate.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto and James Chadwick
Shareholder letter Activist investor Beat · InterestLoop · Before After1 hit
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Uses a two-column layout to contrast the Board's claims with the Shareholder Slate's counter-arguments.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto and James Chadwick
Shareholder letter Activist investor Beat · ActionLoop · Before After1 hit