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10 Iceberg
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421-450 of 1,212
16
This is a text-heavy slide from a shareholder letter, functioning as an argument for management change.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · DesireLoop · Iceberg1 hit
17
The slide uses a narrative of 'superficiality' vs 'substance' to frame BP's leadership decisions as failures.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · DesireLoop · Iceberg1 hit
10
This appears to be a page from a legal document or shareholder letter detailing a specific legal dispute involving Bluebell Capital Partners.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
11
This is a page from a shareholder letter, formatted as a legal/regulatory explanation.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
12
This is a page from a legal or shareholder letter document detailing regulatory interpretations of capacity thresholds.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
13
This slide functions as a legal or technical appendix explaining the methodology for capacity measurement in solar projects.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
14
This slide functions as a legal/technical appendix, providing verbatim regulatory definitions to support the claim that the target company manipulated capacity measurement methods.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
15
This appears to be a page from a legal or regulatory submission by Bluebell Capital Partners, likely related to planning permissions for a solar development.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
16
This is a page from a formal legal or regulatory submission by Bluebell Capital Partners.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
17
This page appears to be part of a legal or regulatory submission, detailing specific technical changes in solar farm planning documents.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
18
This appears to be a page from a legal or regulatory disclosure document regarding a planning permission dispute.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
19
This is a page from a legal/shareholder letter document detailing planning law compliance.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
20
This appears to be a page from a legal or regulatory submission document, likely part of a shareholder letter or formal correspondence.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
05
Uses red dashed boxes to highlight the activist's critique of the company's peer selection and performance claims.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
06
Uses a 'before-after' style visual of the company's own claims to set up a 'villain critique' or 'expose contradiction' argument.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
07
Uses a 'before-after' style contradiction where the company's own framework is used as a foil for their actual performance.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
14
The chart highlights a trend of underperformance following a leadership change.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
07
The slide uses a matrix-like structure to map three core problems against seven operational areas.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
08
Uses a grid of pull-quotes to establish external validation for the activist's thesis.Kao Corporation (4452) · Oasis
Activist deck Activist investor Loop · Logic Chain1 hit
09
Kao Corporation (4452)Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
10
Uses a combination of a grouped bar chart for peer ROIC and an area chart for revenue opportunity.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
11
The slide uses a rhetorical question format to challenge the board's oversight of marketing investment and international growth strategy.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
12
Kao Corporation (4452)Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
13
The slide uses a line chart for gross margin trends and a bar chart for operating profit margins to expose a performance gap.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 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
15
Part of the 'a better kao' activist campaign by Oasis.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
16
Uses quotes from internal leadership and external analysts to highlight strategic misalignment.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 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
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
16
The slide uses strong, emotive language ('throwing in the towel', 'long-suffering', 'truly jarring') to frame the management team as antagonists.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit