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Matching slides 110,471
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19,801-19,830 of 110,471
07
Uses a pyramid-style hierarchy to show the root cause (top) leading to three distinct problem areas (bottom).Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction3 hits
04
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)3 hits
15
Uses a diagrammatic flow to contrast the financial terms of the share swap between Keisei and Aeon.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
10
The slide uses a numbered list to detail specific 'red flags' regarding BP's IRR targets versus WACC.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Interest3 hits
09
The slide uses a structured list format to categorize failures into governance, stewardship, and greenwashing risk.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Problem3 hits
45
Uses a 'BlackRock Narrative' vs '...Analysed' structure to expose a contradiction.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 3 hits
81
This slide acts as a table of contents or navigation guide for the appendix section of the activist deck.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 3 hits
06
Uses a structured Issue-Proposal-Action framework.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence3 hits
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 Independence3 hits
18
BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change3 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 Independence3 hits
70
The slide highlights a specific section (23-28) with a red border, indicating it is the focus of the current discussion.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence3 hits
81
The slide acts as a table of contents or index for the appendix section of the deck.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence3 hits
01
The slide uses a line chart to visualize the surge in total direct and sublet availability of space in Alexandria's portfolio.Alexandria Real Estate Equities, Inc. (ARE) · Land & Buildings
Research note Activist investor Beat · Setup3 hits
06
Includes a logo grid of past/current portfolio companies.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 3 hits
28
The slide uses a 'low bar' argument to suggest upside potential for investors.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Cost Of Inaction3 hits
08
Includes a logo grid of specific mall properties.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor Beat · Key Messages3 hits
03
The slide uses a structured table format to map specific actions to desired outcomes for the 13-24 month, 25-36 month, and 'thereafter' periods.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · Attention3 hits
42
Uses a hub-and-spoke diagram to break down the three brands under the 'Global Sharp Top' initiative.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 3 hits
05
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)3 hits
42
The slide uses a hub-and-spoke diagram to critique three specific brand strategies.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 3 hits
63
Uses a three-column layout with numbered headers to structure the argument.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 3 hits
131
Uses a 'Kao Thinks' vs 'In Reality' framing to expose a contradiction in corporate governance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Loop · Cost Of Inaction3 hits
05
Includes a footnote regarding the independent valuation source (ERCE).Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)3 hits
08
Uses a causal mapping framework to link specific problems (A, B, C) to specific solutions (1, 2, 3).Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction3 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 Breakdown3 hits
29
Uses a custom flow diagram to contrast 'Cash In' vs 'Cash Out' with specific annotations (a, b, c) critiquing the policy.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate3 hits
38
The slide uses a flow-based diagram to map sources of capital to specific allocation strategies.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet3 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)3 hits
30
Uses a stacked bar chart to visualize the discrepancy between management's claim and actual/opportunity costs.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 3 hits