Matching slides 1,189
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Slide function

181-210 of 1,189

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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 Inaction1 hit
22
The slide uses shareholder voting data to challenge the feasibility and shareholder support for Scope 3 targets.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Desire1 hit
36
This appears to be a page from a formal legal or regulatory submission by Bluebell Capital Partners.BP plc (BP) · Giuseppe Bivona & Marco Taricco
Shareholder letter Activist investor 1 hit
21
This is a page from a legal or shareholder letter document, specifically paragraphs 38-40.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
11
The slide provides a technical defense of overplanting by referencing official UK policy and NREL degradation studies.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The Call1 hit
14
The slide uses a narrative structure to expose potential conflicts of interest and poor capital allocation.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
08
This slide serves to manage the narrative and preempt potential counter-arguments regarding the activist's motives.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Problem1 hit
10
Uses a two-column comparison structure to contrast industry support for the proposal against BlackRock's specific counter-arguments.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate1 hit
77
The slide highlights that these major asset managers do not have a blanket policy for separating roles, but rather specific governance criteria they evaluate.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 1 hit
78
The slide uses a table to align ISS policy criteria with specific company failures to justify a 'for' vote recommendation.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 1 hit
85
The slide uses a comparison table structure to contrast BlackRock's stated position with Bluebell's counter-argument.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 1 hit
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Slide 1
This slide presents a formal shareholder proposal text and supporting arguments, framing the board's current structure as problematic.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor 1 hit
02
The slide uses a 'story of two tales' framing to argue that BlackRock's long-term outperformance is entirely attributable to the 2009 BGI acquisition, with stagnation since.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor 1 hit
03
The slide uses a 'proponent argument' followed by 'Bluebell Capital Partners response' structure throughout.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor 1 hit
04
This slide serves as a formal rebuttal to BlackRock's proxy statement opposition.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor 1 hit
08
The slide uses a bulleted list to address potential counter-arguments or misinterpretations of the activist's proposal.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence1 hit
10
The slide uses a two-column layout to contrast industry support for the proposal against specific rebuttals to BlackRock's defense.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence1 hit
78
The slide uses a table to align ISS policy criteria with specific company failures to justify a 'for' vote recommendation.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
03
Uses a red dashed box to highlight the activist's counter-argument against a specific slide from the company's presentation.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
02
This is a page from an activist investor letter (likely Land & Buildings) criticizing Apartment Investment and Management Company (AIV).Apartment Investment and Management Company (AIV) · Jonathan Litt
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · The Reveal1 hit
14
Uses a side-by-side comparison format to frame the incumbent's claim as hyperbolic and contrast it with the proposed leadership's commitment.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · Need1 hit
98
Uses a contrast-pairs framework to systematically dismantle opponent arguments.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
26
Uses peer testimonials and analyst quotes to contrast with Capricorn's inaction.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
06
Uses a 'The Board's Contention' vs 'The Reality' structure to systematically dismantle opposing arguments.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto and James Chadwick
Shareholder letter Activist investor Beat · InterestLoop · Before After1 hit
10
Uses a contrast-pairs framework to systematically dismantle board arguments.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto and James Chadwick
Shareholder letter Activist investor Beat · ActionLoop · Before After1 hit
11
Uses a classic 'The Board's Contention' vs 'The Reality' structure to systematically dismantle opposing arguments.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto and James Chadwick
Shareholder letter Activist investor Beat · ActionLoop · Before After1 hit
12
Uses a two-column layout to contrast the Board's claims with the Shareholder Slate's counter-arguments.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto and James Chadwick
Shareholder letter Activist investor Beat · ActionLoop · Before After1 hit
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Uses a two-column layout to contrast the Board's contention with the reality of the proposed plan.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto and James Chadwick
Shareholder letter Activist investor Beat · ActionLoop · Before After1 hit
33
Uses a quote from the CFO to frame the rebuttal.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
40
The slide uses a logo grid to illustrate the historical prevalence and subsequent decline of DLC structures.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit