Matching slides 60,568
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03
The slide uses a consistent structure for two different companies to advocate for voting against compensation committees.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
04
Uses a 'Proxy Compensation Spotlight' format to highlight specific companies and their CEO compensation relative to TSR.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap2 hits
05
The slide uses a 'Proxy Compensation Spotlight' format to advocate for shareholder action against specific boards.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap2 hits
06
The slide uses a 'Proxy Compensation Spotlight' format to highlight misalignment between pay and performance for two specific REITs.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap2 hits
07
The slide uses a 'Proxy Compensation Spotlight' format to advocate for voting against compensation committees due to pay-for-performance misalignment.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap2 hits
08
The slide uses a 'Proxy Compensation Spotlight' format to advocate for shareholder voting against compensation committees.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap2 hits
10
Includes a map of the railway network and a table of financial metrics excluding OLC.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
20
Uses a table to contrast individual director independence flags against proxy advisor policies.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
21
Uses a table to contrast policy-based independence vs. 'true' independence.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
43
Uses a before-after comparison of compensation structures and a table of peer KPIs.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
53
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
44
The slide is an excerpt from a formal letter or report, likely legal or regulatory in nature, using specific document references (PDL-08, PNL-6839).BP plc (BP) · Giuseppe Bivona & Marco Taricco
Shareholder letter Activist investor 2 hits
39
This is page 39 of a legal or regulatory submission by Bluebell Capital Partners, featuring detailed calculations of solar farm capacity.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
07
Uses red 'X' icons to emphasize failures and red-shaded cells in tables to highlight negative performance metrics.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Villain Critique2 hits
171
Norfolk Southern Corporation (NSC)Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 2 hits
06
The slide uses red coloring for Norfolk Southern to emphasize negative performance relative to peers.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Zoom In2 hits
45
Uses a comparison table to contrast Kao's internal-only leadership with competitors who have dedicated CMOs.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
45
Oasis Management activist deck slide criticizing Kao's leadership composition.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
69
The slide uses a 'gap analysis' approach to justify board expansion by showing that new nominees bring critical missing skills in Cosmetics/H&B, Marketing, Supply Chain, and IT/DX.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
81
The slide uses a combination of a comparison table and a secondary callout box to emphasize the lack of a CMO and marketing board members.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
13
The slide uses a side-by-side valuation table to highlight the discrepancy in value capture between the two entities in the proposed merger.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
05
The slide uses a before-and-after comparison to highlight performance degradation.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Problem2 hits
17
The slide uses historical precedent to argue for the efficacy of specific management styles in the rail industry.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds2 hits
48
Uses a two-part table structure to show valuation of credits and the subsequent impact on balance sheet leverage.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
56
The slide uses a 'villain critique' approach to frame Viacom's lack of top-tier content as a failure of corporate culture.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 2 hits
70
Uses a red circle annotation to highlight the average price paid for buybacks.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 2 hits
93
Data sourced from ISS Report dated 03/16/15.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 2 hits
90
The slide uses a before-and-after table structure to illustrate the impact of share retirement on EPS and total valuation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
95
Data sourced from ISS Proxy Advisory Services as of April 1, 2015.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
97
Data sourced from ISS Proxy Advisory Services as of April 1, 2015.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits