slides · global inventory
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Matching slides 79,264
Current window 65,881-65,910
Pages 2,643
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Component
65,881-65,910 of 79,264
02
This is page 2 of a 3-page shareholder letter.Nintendo Co., Ltd. (7974) · Seth Fischer
Shareholder letter Activist investor Beat · Need1 hit
04
The slide uses a globe graphic with circular callouts for key financial metrics.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Hook1 hit
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
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
17
The chart highlights a significant gap between Kao and its peers, with Kao's margins remaining below 45%.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
18
The chart shows Kao's margin trend line diverging significantly from peers like P&G, L'Oreal, Unilever, and Beiersdorf.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
19
The chart uses a grouped bar chart to show quarterly performance trends.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
The slide uses a red vertical dashed line to mark the appointment of Hasebe as Head of R&D, correlating it with the start of Kao's performance decline.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
Highlights potential for margin improvement by normalizing R&D spend.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The chart shows Kao consistently spending significantly less on marketing than L'Oreal, Unilever, Beiersdorf, and Rohto Pharmaceutical.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
23
The slide uses a series of pie charts to visually demonstrate the lack of geographic diversification compared to peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
The chart highlights Kao's underperformance with a distinct teal line compared to the grey lines of its peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
07
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 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
22
The chart uses a combination of bar (Dividend Paid) and line (Payout Ratio) to visualize financial performance over time.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
27
The table calculates pro forma share price by adding incremental EBITDA from HIT games to consensus EBITDA, applying exit multiples, and adjusting for cash and share count.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
30
The table includes historical data (FY13A) and forward estimates (FY14E-FY16E) for key financial metrics.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor 1 hit
01
This is a formal press release document outlining an activist investor's proposal.Digital Garage Inc. (4819 JT) · Seth Fischer
Press release Activist investor Beat · Attention1 hit
01
The slide serves as a formal press release cover page.Digital Garage Inc. (4819 JT) · Seth Fischer
Press release Activist investor Beat · SetupLoop · Why Now1 hit
02
Press release format, includes disclaimer and contact info.Hokuetsu Corporation (3865) · Oasis Management
Press release Activist investor Beat · Need1 hit
35
Uses a quote from the CFO to frame the contradiction.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
36
The slide uses a quote from a WSJ article to frame the problem (the claim of impossibility) and then provides a table of precedents to refute it.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 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
48
Uses a two-part table structure to show valuation of credits and the subsequent impact on balance sheet leverage.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit