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Matching slides 60,568
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22,081-22,110 of 60,568
16
The table highlights Keisei's lack of formal policy and poor performance on ROE and shareholder return targets compared to peers.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
The slide uses a color-coded table to contrast 'Inside Directors' (blue) with 'Outside Directors' (orange) and marks independence failures with red-bordered boxes.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The slide uses red dashed boxes to highlight specific areas of concern (excess inside directors, low-level executive representation, and functional over-representation).Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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 Inaction1 hit
24
Uses a table-like structure to map roles to specific powers, contrasted with peer benchmark callouts.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
26
The slide uses a 'villain' framing by highlighting Keisei's outlier status against TSE standards.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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 Inaction1 hit
29
Highlights the accounting distortion caused by the 'Affiliated Company' classification.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
45
The slide emphasizes independence and capacity (not over-committed) to address potential proxy advisor concerns.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
46
Uses a 'X' and '?' to denote failure or ambiguity in current governance practices.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
51
Includes balance sheet, income statement, comprehensive income, and cash flow statement from Mar-2020 to Dec-2024.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor 1 hit
52
The slide presents historical data from Mar-2020 to Dec-2024, showing the impact of reclassifying OLC investment as available-for-sale securities.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor 1 hit
07
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
27
The table calculates pro forma share price by adding incremental EBITDA from HIT games to consensus EBITDA, applying exit multiples, and adjusting for cash and share count.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
10
The slide uses a table structure to map asset categories to their percentage contribution to total FMV.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
Uses a 4-point list structure to systematically dismantle the deal's rationale.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
18
The slide uses a table to demonstrate negative performance deltas across all time periods compared to benchmarks.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
Uses a waterfall-style bridge to show value destruction and a map to show lack of focus.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
41
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
48
The table highlights the significant value potential for major stakeholders.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
50
Includes CAGR calculation and YTD September 2023 data point.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
52
Includes brand logos and segment breakdowns.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
09
The slide uses a structured list format to detail operational highlights for each segment.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
15
The slide uses a red dashed box to highlight the 'Current DLC Structure' as the problem area.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
16
The table categorizes capital allocation into Growth and Capital Return, further split by method, with columns for availability, utilization, and limitations.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
29
Uses a structured table to systematically dismantle management's claims.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
33
Uses a quote from the CFO to frame the rebuttal.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
36
The slide uses a quote from a WSJ article to frame the problem (the claim of impossibility) and then provides a table of precedents to refute it.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
41
The slide uses a side-by-side comparison to argue that Rio Tinto should follow BHP's unification path.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
44
The slide uses a before-after framing to contrast the current state (negative) with the proposed state (positive).Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit