slides · global inventory
Expose Contradiction
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,114
Current window 211-240
Pages 38
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Framework
211-240 of 1,114
38
The slide uses a specific contradiction between the need for succession planning and the lack of assigned duties for the Lead Independent Director.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
59
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 Independence1 hit
66
The slide uses a grid of news clippings to build a narrative of hypocrisy or strategic retreat regarding ESG.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
82
Uses a two-column layout to contrast corporate statements with activist rebuttals.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
83
Uses a two-column comparison table to frame the argument.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
04
The slide uses a 'before-after' style diagram to critique a proposal, while using red dashed boxes to highlight key arguments against the company's current structure.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
09
The slide uses a 'FALSE' watermark over the left-hand table to dismiss the opponent's claims.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
The slide uses a visual 'stamp' technique to label analyst quotes with their corresponding ratings, effectively undermining the positive sentiment of the quotes.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
02
This is page 2 of a shareholder letter. It uses a narrative structure to frame the Board as unresponsive and out of touch.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
11
The slide uses a 'before-after' comparison of financial models to expose management's lack of credibility.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · The Reveal1 hit
19
Uses a two-part structure to juxtapose corporate narrative against activist critique.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
01
The document uses a 'fact-check' style structure to expose contradictions in the target company's narrative.QTS Realty Trust (QTS) · Jonathan Litt
Press release Activist investor 1 hit
43
The slide uses a 'before-after' style comparison of market share vs sales growth to undermine management's credibility.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
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 1 hit
60
Uses a 'However...' transition to pivot from brand equity to growth underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
24
The slide contrasts Kao's low marketing spend (as a % of sales) against peers, suggesting that competitor success is due to better marketing execution rather than product superiority.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
43
The slide highlights a discrepancy between the company's stated goal of tripling market share and the significantly lower projected revenue growth figures.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
14
The slide uses a line chart to show Kao's declining return on research capital relative to peers and a bar chart to show the collapse of EVA into negative territory.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
17
The slide uses a combination of rhetorical questions, a direct company quote, an analyst quote, and a breakdown of the Long-Term Incentive Plan to highlight potential strategic misalignment.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
02
This is a text-heavy press release page focusing on a timeline of events to discredit the company's narrative.Kao Corporation (4452) · Oasis Management Company Ltd.
Press release Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
03
The slide uses a timeline to demonstrate that Kao's claim of an 'ongoing' review process was contradicted by their later admission that decisions were made before candidates were proposed.Kao Corporation (4452) · Oasis Management Company Ltd.
Press release Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
35
Uses a bar chart to compare Kao's CAGR against Rohto and Kose to demonstrate underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
71
Uses a red dashed box to group counter-arguments against Kao's board statement.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
72
The slide uses a table to highlight the anomaly of the December 2025 AGM board director changes compared to the historical February cadence.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
01
This is a text-heavy shareholder letter page acting as a rebuttal to a press release.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Situation & Context1 hit
31
Uses a classic 'They say / We say' structure to discredit management claims.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
61
The slide uses a bar-in-bar style to show FCF (dashed red box) relative to Adj. EBITDA (grey bar).Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
82
The slide uses a bar chart to visualize the gap between the current share price and the implied share price at the peer median multiple.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
86
The table highlights the two members of the Compensation Committee (Mario Di Pietro and David MacDonald) who received significantly higher 'Withheld' votes compared to other nominees.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
29
Uses a structured table to systematically dismantle management's claims.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit