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117,751-117,780 of 118,471
08
Uses Glass Lewis and Kempen quotes to frame the board as non-independent.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
09
The slide uses a contrast between the company's strategic pillars and the actual skills of the board members to expose a lack of relevant expertise.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
10
The table uses a color-coded system (red/yellow/green) to indicate whether Fujitec is 'Behind', 'Ahead', or 'Same as' its peers.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
12
The slide highlights a valuation gap and operational underperformance relative to industry peers.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
16
Uses a timeline-based list alongside a line chart to show the correlation between leadership tenure and ownership dilution.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
17
The slide uses a family tree diagram to imply dynastic control and contrasts it with a quote from a board member admitting the lack of a succession plan.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
18
Uses a process diagram to show the chain of influence from Uchiyama to the appointment of directors and the selection of a law firm for internal investigations.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
20
Uses a timeline to show the sequence of events and juxtaposes company claims against ISS reports and internal emails.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
21
The slide uses a timeline to show the sequence of events leading to the appointment of a conflicted law firm.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
22
The slide uses a timeline to show the delay between the initial request and the eventual, limited committee formation.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
23
The slide uses a timeline to show the progression of the investigation and a list to detail the lack of independence of the committee members.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
37
Uses a series of rhetorical questions to highlight governance failures and potential legal/tax breaches.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The Struggle1 hit
38
Uses a series of rhetorical questions to frame the directors' failure as a breach of fiduciary duty.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The Struggle1 hit
40
Uses a numbered list to build a case of governance failure.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The Struggle1 hit
41
The table uses a red 'Present' indicator to highlight failures for each director.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The Struggle1 hit
43
Includes a quote from Ruffer regarding the three-committee board structure.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The VictoryLoop · The Reveal1 hit
52
Includes a timeline table, property photos, and bulleted points detailing governance failures and financial discrepancies.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor 1 hit
53
The slide uses a timeline table and a map to illustrate the sequence of events and the location of the property in question.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor 1 hit
54
Includes a map showing the distance from the office to the facility and a table of transaction dates.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor 1 hit
55
Highlights governance concerns regarding rent premiums and underutilization of leased space.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor 1 hit
58
Oasis Fujitec Presentation December 2022Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor 1 hit
59
The slide uses a timeline-style table to show overlapping tenures of individuals from Kitahama Partners at Fujitec.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor 1 hit
63
Oasis Fujitec Presentation December 2022Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor 1 hit
64
Oasis Fujitec Presentation December 2022Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor 1 hit
65
Oasis Fujitec Presentation December 2022Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor 1 hit
67
Oasis Fujitec Presentation December 2022Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor 1 hit
69
The table highlights that Oasis Nominees have significantly higher percentages of relevant experience compared to the current Fujitec board.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor 1 hit
01
Oasis Stratus Presentation March 2021Oasis Stratus Presentation March 2021 · oasis-stratus-presentation-march-2021
Activist deck Activist investor 1 hit
03
The slide uses a narrative approach to frame the investment opportunity and set up a conflict.Oasis Stratus Presentation March 2021 · oasis-stratus-presentation-march-2021
Activist deck Activist investor 1 hit
04
The slide uses a 'villain' framing by labeling the current directors as the 'Legacy Board' and questioning their competence.Oasis Stratus Presentation March 2021 · oasis-stratus-presentation-march-2021
Activist deck Activist investor 1 hit