slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 9,301-9,330
Pages 3,225
Rows per page 30
Component
9,301-9,330 of 96,741
20
Uses a table to contrast individual director independence flags against proxy advisor policies.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
23
Uses L&G quote to frame the 'Komon' (advisor) system as a governance risk.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
27
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 Inaction2 hits
31
Uses a waterfall-style logic to show how 'Valuation Gain on OLC' adds to 'Reported BPS' to reach 'True BPS'.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
32
Includes a callout box referencing SuMi TRUST's proxy voting policy regarding PBR thresholds.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
33
The slide uses a 'true ROE' calculation to expose that the company is underperforming relative to investor expectations, specifically targeting the Chair and President.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
30
Uses red highlighting to identify non-independent directors (tenure >= 12 years).BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change2 hits
39
Includes a quote from BlackRock's Investment Stewardship guidelines regarding board leadership structures.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change2 hits
45
Uses a 'BlackRock Narrative' vs '...Analysed' comparison structure to highlight a gap in operational capacity.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence2 hits
48
Uses a side-by-side comparison of narrative text and a proxy voting record screenshot to demonstrate hypocrisy.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence2 hits
55
Uses a side-by-side comparison to highlight hypocrisy.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence2 hits
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 Independence2 hits
71
BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence2 hits
03
This is a text-heavy press release page detailing the rationale for board replacement and listing specific nominees.Kao Corporation (4452 JT) · Seth Fischer
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
12
Includes headshots of the five proposed director candidates.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
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 Contradiction2 hits
19
The chart uses a grouped bar chart to show quarterly performance trends.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction2 hits
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 Contradiction2 hits
29
Uses a timeline-like arrow to organize quotes chronologically and thematically.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
06
This is a formal letter from an activist investor (Palliser) to a Board of Directors.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
19
Includes specific valuation methodologies for operating businesses (EV/EBITDA multiples and DCF).Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown2 hits
40
The slide uses a bar chart to compare annualised buyback returns over different time horizons against the company's cost of capital.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
02
The slide is a page from a magazine or report (Ethical Boardroom, Summer 2015). It features a large background image of the Tokyo Stock Exchange and a callout box emphasizing ROE.Japanese listed companies (market-level) · Seth Fischer
Other Activist investor Beat · What Is2 hits
18
Uses a causal chain framework to link cash-only M&A to negative outcomes.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
19
Includes a diagram illustrating the flow of taxes, dividends, and credits between the company, the ATO, and shareholders.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
22
The slide uses a dual-axis chart to show growth in credits and a bar chart to show valuation consensus.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
32
Uses a direct quote from the CEO to highlight a contradiction between stated strategy and actual execution.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 2 hits
37
The slide uses a logo grid to visually demonstrate the commonality of institutional investors.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 2 hits
46
The slide uses a vertical timeline format to contextualize recent history leading up to a strategic recommendation.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
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)2 hits