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Matching slides 78,129
Current window 15,841-15,870
Pages 2,605
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15,841-15,870 of 78,129
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 2 hits
12
The slide uses a dual-chart layout to highlight consistent underperformance in both profitability and asset efficiency.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
30
Uses an independent expert report to adjust for OLC stake valuation.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)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
02
The slide contains a critique of BP's management and board, specifically targeting Helge Lund and Mr. Auchincloss.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain CritiqueLoop · David Goliath2 hits
02
The slide uses a confrontational tone to argue for poor management at BP.BP plc (BP) · Giuseppe Bivona & Marco Taricco
Shareholder letter Activist investor 2 hits
08
The slide uses a comparative bar chart to frame the CEO as an underperformer.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
02
The slide uses a 'villain' narrative to attack the board and management, specifically citing misconduct and strategic failure.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The Monster2 hits
40
Part 1 of 3 in a series criticizing BlackRock's governance.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Evidence2 hits
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 2 hits
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 Change2 hits
12
The slide uses a 'villain' narrative framing the Board's stewardship as the cause of declining financial performance.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Expose Contradiction2 hits
22
The slide uses a combination of qualitative value propositions and quantitative segment breakdowns to justify the investment thesis.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Thesis Headline2 hits
24
The slide uses a line chart to show pricing delta and a bar chart to show historical operating ratios.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor 2 hits
184
The slide uses a 'villain' framing by highlighting NSC's poor performance relative to a peer.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 2 hits
185
The slide uses a comparative bar chart structure to highlight the relative decline in NSC volumes compared to CSX.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 2 hits
07
Includes two area charts comparing operational metrics (Train Speed and Dwell Time) before and after a specific executive's tenure.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Zoom In2 hits
21
Highlights potential for margin improvement by normalizing R&D spend.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction2 hits
34
Includes a testimonial/quote from an analyst to reinforce the thesis.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
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 Steps2 hits
24
The slide uses a dual-chart approach to demonstrate the scale of operating businesses (Net Sales and Operating Profit) excluding Samsung Biologics.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown2 hits
25
The slide uses a map to anchor the land assets to specific geographic areas, then decomposes the total area and value using stacked bar charts.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate2 hits
51
Includes CAGR calculation and operating margin trends.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution2 hits
52
Includes brand logos and segment breakdowns.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution2 hits
53
Includes CAGR calculation and operating margin trend lines.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution2 hits
54
The slide contrasts the steady, low-capital nature of catering with the capital-intensive, volatile nature of food distribution.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution2 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
26
The slide uses a waterfall-style logic to illustrate the 'lost' value due to the lack of stock-based M&A.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction2 hits
34
Uses two line charts with bar overlays to highlight performance deltas.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 2 hits
35
Uses a quote from the CFO to frame the contradiction.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 2 hits