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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 Inaction2 hits
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The slide details the specific legal language of the proposal and summarizes its benefits to shareholders.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
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 2 hits
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The slide presents two tables: Reported Ratios (Before adjustments) and Adjusted Ratios (Pro Forma after adjustments) from 2020 to April 2025.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor 2 hits
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Slide 1
This is the opening page of a shareholder letter/proposal document.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · AttentionLoop · Golden Circle2 hits
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This is a text-heavy page from a shareholder letter detailing the rationale for an activist proposal.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Golden Circle2 hits
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This is a text-heavy shareholder letter page. It uses survey data to build a case for change.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
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This is a text-heavy document outlining a formal shareholder proposal for Keisei Electric Railway.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Golden Circle2 hits
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Keisei Electric Railway Co., Ltd. (9009.T)Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · DesireLoop · Golden Circle2 hits
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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
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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
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The slide uses a grid of four case studies (Signature Bank, SVB, Bed Bath & Beyond, Lordstown Motor) to highlight a pattern of poor stewardship.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence2 hits
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Uses a 'Gone with the Wind' movie poster parody to frame Larry Fink's ESG stance as opportunistic.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence2 hits
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The slide uses a comparison frame to highlight a governance failure.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence2 hits
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The slide uses a color-coded legend to distinguish asset managers from other types of financial institutions.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence2 hits
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The slide uses a 'ripped paper' visual metaphor for the quotes.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence2 hits
02
This is a page from an activist investor letter (likely from Seth Fischer of Oasis Management) to Satoru Iwata.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
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Slide 1
This is the first page of an activist shareholder letter.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
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The slide uses strong, adversarial language to frame the merger as a 'give-away' and a 'bail-out'.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
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The chart highlights that the Tullow offer value is significantly lower than the sum of the individual asset components.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
04
The slide uses a line chart to visually demonstrate the performance gap between Tullow and its peers, followed by a narrative critique of the company's management and financial stability.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction2 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
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Contains standard investment firm legal disclaimers and specific valuation methodology notes for Capricorn Energy assets.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor 2 hits
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Includes a call to action for shareholders to visit a specific URL for more information.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ActionLoop · Voice Of Customer2 hits
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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)2 hits
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Slide 1
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 2 hits
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Slide 1
Rio Tinto (RIO)Rio Tinto (RIO) · Palliser
Activist deck Activist investor 2 hits
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The slide uses a combination of bar charts and callout bubbles to show implied per-share values and total market values.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds2 hits
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The slide uses a 'bridge' style comparison to show valuation gaps.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds2 hits
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The slide uses a logo grid to visually demonstrate the commonality of institutional investors.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 2 hits