Matching slides 13,863
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The slide uses a red 'X' for 'Governance Failure' and a lighter pink 'X' for 'Governance Weakness'.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 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
09
The slide uses a structured column layout to categorize board failures, referencing specific evidence items.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence1 hit
26
The slide uses red borders to indicate former colleagues of Director Wagner, implying a conflict of interest or lack of independence.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
72
The slide uses a color-coded legend to distinguish asset managers from other types of financial institutions.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
08
The slide includes a screenshot of a pricing table with an annotation highlighting the discrepancy (296 buses vs. 1,892 claimed).China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
11
The chart includes a callout box highlighting ROIC improvement from 2000 to 2006.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
11
The chart uses a grouped bar format to show performance across 1-Year, Since Omni Announcement, 3-Year, and 5-Year windows.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Expose Contradiction1 hit
07
The slide uses a dot plot to visually demonstrate a valuation gap.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
52
The chart uses a dot plot to visualize the outlier status of New Pacific compared to the peer group.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
14
The chart highlights a trend of underperformance following a leadership change.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
111
The table uses a visual legend (circles with varying fill) to denote levels of expertise.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
42
The slide uses a complex node-link diagram to visualize conflicts of interest. It specifically highlights the lack of separation between board members and the companies they oversee or invest in.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
08
The diagram uses a complex node-link structure to show conflicts of interest, investments, and board memberships.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller 1 hit
07
The slide uses a matrix to demonstrate the 'additive' nature of the proposed board nominees.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 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
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
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
25
The slide uses a red shaded area to highlight a 'narrow comparison' window used by the company, contrasting it with the longer-term underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
58
Uses a custom skills matrix to highlight board deficiencies and potential 'magical' skill acquisition between reports.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
59
The slide uses a heatmap-style table to highlight Kao's 'worst-in-class' performance in specific skill categories.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
101
The slide uses a bar chart for traffic volume and a line chart for bounce rate to highlight the performance gap.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
117
Uses donut charts to visualize the composition of compensation metrics, highlighting a transition from current to proposed state for Kao.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 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
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
07
Includes an org-chart style diagram showing executive departures and a footnote regarding a $8 million payment.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
17
The chart uses negative percentages to illustrate underperformance relative to benchmarks.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
95
The slide uses a color-coded background (blue for Engine, pink for DND) to visually distinguish the two groups of nominees.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit