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slides · global inventory

Comparison Frame

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 6,294
Current window 1,951-1,980
Pages 210
Rows per page 30
Framework: Comparison Frameclear collectionreset all
18 30 60

Framework

1,951-1,980 of 6,294

filter-aware
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 Inaction1 hit
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
25
The slide uses a red dashed box and arrow to draw attention to Keisei's outlier status.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
32
Includes a callout box referencing SuMi TRUST's proxy voting policy regarding PBR thresholds.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
09
The slide uses checkmarks to visually signal that the 'A Better Kao' slate meets or exceeds peer benchmarks.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
10
The chart highlights Kao's current board size of 8 versus a proposed maximum of 14 post-AGM.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
15
The slide uses a callout box to emphasize the negative growth of the subject company compared to the positive growth of peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
The chart highlights a 'Pre-COVID ROIC' threshold of 14.0% as a performance benchmark.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
17
The chart highlights a significant gap between Kao and its peers, with Kao's margins remaining below 45%.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
19
The chart uses a grouped bar chart to show quarterly performance trends.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
The slide uses a red vertical dashed line to mark the appointment of Hasebe as Head of R&D, correlating it with the start of Kao's performance decline.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
Highlights potential for margin improvement by normalizing R&D spend.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The chart shows Kao consistently spending significantly less on marketing than L'Oreal, Unilever, Beiersdorf, and Rohto Pharmaceutical.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
23
The slide uses a series of pie charts to visually demonstrate the lack of geographic diversification compared to peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
The chart highlights Kao's underperformance with a distinct teal line compared to the grey lines of its peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
34
Includes a testimonial/quote from an analyst to reinforce the thesis.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
41
The slide highlights a strategic weakness in Kao's global distribution footprint.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Loop · Tale Two Worlds1 hit
59
The slide uses a heatmap-style table to highlight Kao's 'worst-in-class' performance in specific skill categories.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
62
The slide uses a comparison table to highlight a leadership gap, specifically focusing on the R&D-heavy background of Kao's presidents versus the broader commercial experience of peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
76
The slide uses a bar chart to show Kao's 73.8 days vs peers, with a dashed arrow indicating 'Growth Potential' for improvement.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
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 1 hit
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)1 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
11
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 Worlds1 hit
20
The slide uses a series of stacked bar charts and pie charts to highlight the structural imbalance between Rio Tinto Plc and Ltd entities.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
Uses a comparison of tax savings vs. value destruction to frame the DLC as a net negative.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
39
Uses a comparison framework to evaluate three structural options for corporate unification.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)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
43
The chart highlights the performance gap between BHP and Rio Tinto post-unification.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit