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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 65,761-65,790
Pages 2,643
Rows per page 30
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65,761-65,790 of 79,264

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03
The slide uses a numbered list format to present four key pillars of the investment thesis.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor 1 hit
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
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
07
Uses a pyramid-style hierarchy to show the root cause (top) leading to three distinct problem areas (bottom).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
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
14
Uses a waterfall-style logic to adjust BPS and a comparison chart to show PBR delta.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor 1 hit
17
Uses a flow-style diagram to map capital source to specific investment buckets with associated costs and time horizons.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor 1 hit
03
This is a page from a shareholder letter by Bluebell Capital Partners.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The Monster1 hit
12
Uses 'X' marks to visually emphasize the negative performance gap.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
14
Uses a 'before-after' framing to debunk a corporate narrative by splitting the timeline at the BGI deal announcement.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
15
The slide uses three bar charts to highlight BlackRock's ranking relative to its self-selected compensation peer group.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a grid of headshots to illustrate the board composition, contrasting it with S&P 500 benchmarks.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Solution1 hit
27
Includes a small header table indicating 'BlackRock's overall poor governance', 'No oversight on stewardship activities', and 'Failure to recognize and manage greenwashing risk'.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Solution1 hit
28
Uses a table to decompose board independence and headshots to visualize the board members.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Solution1 hit
40
Part 1 of 3 in a series criticizing BlackRock's governance.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Evidence1 hit
42
The slide uses a red highlight for BlackRock's column to emphasize poor performance.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 1 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
64
Includes two press release excerpts from the Texas State Board of Education and Texas PSF.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 1 hit
72
The slide uses a color-coded legend (implied by the 'Asset Managers (green)' column header) to categorize shareholders.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 1 hit
82
The slide uses a classic 'he-said, she-said' structure to frame the opponent's argument as self-serving and outdated.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 1 hit
02
The slide uses a 'story of two tales' framing to argue that BlackRock's long-term outperformance is entirely attributable to the 2009 BGI acquisition, with stagnation since.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor 1 hit
12
Uses 'X' marks to visually reinforce the negative assessment of BlackRock's governance metrics.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence1 hit
14
Uses a 'before-after' framing to debunk a corporate narrative.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence1 hit
15
The slide uses a 'villain' framing by highlighting BlackRock's poor ranking (8th, 10th, and 11th out of 18) in red bars.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence1 hit
22
The slide uses a grid of headshots to emphasize the board's size and composition.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
27
Includes a small header table/grid at the top right summarizing governance failures.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
28
Uses a table to decompose board independence and headshots to visualize the board members.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
40
Part 1 of 3 in a series critiquing BlackRock's governance.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
04
The slide uses a narrative structure to discredit the acquirer (Glencore) by highlighting both financial and ethical/governance failures.Glencore Plc (GLEN) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Critique of Glencore Plc's offer1 hit