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slides · global inventory

Name Villain

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

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Matching slides 1,296
Current window 211-240
Pages 44
Rows per page 30
Slide function: Name Villainclear collectionreset all
18 30 60

Slide function

211-240 of 1,296

filter-aware
18
The slide uses a color-coded table to contrast 'Inside Directors' (blue) with 'Outside Directors' (orange) and marks independence failures with red-bordered boxes.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
27
The slide uses a red 'X' for 'Governance Failure' and a lighter pink 'X' for 'Governance Weakness'.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
02
The slide contains a critique of BP's management and board, specifically targeting Helge Lund and Mr. Auchincloss.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain CritiqueLoop · David Goliath1 hit
08
The slide uses a comparative bar chart to frame the CEO as an underperformer.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
10
The slide uses a timeline visual to frame the rival activist's actions as a series of contradictory and destabilizing events.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
11
Part 2 of 3 in a series of arguments against a specific activist slate.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
02
The slide uses a 'villain' narrative to attack the board and management, specifically citing misconduct and strategic failure.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The Monster1 hit
03
This is a page from a shareholder letter by Bluebell Capital Partners.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The Monster1 hit
12
This is a page from a shareholder letter/activist investor report. It uses footnotes to provide technical context on panel degradation.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The Call1 hit
05
This is a page from an activist investor letter (Bluebell Capital Partners) attacking BlackRock's leadership.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Critique of the Status QuoLoop · Cost Of Inaction1 hit
28
Uses a table to decompose board independence and headshots to visualize the board members.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Solution1 hit
33
Includes a specific reference to 'Caesar's wife' idiom regarding governance standards.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Evidence1 hit
28
Uses a table to decompose board independence and headshots to visualize the board members.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Struggle for Change1 hit
24
Includes a quote from Oasis Management criticizing Kao's product-centric vs. customer-centric approach.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
27
Uses screenshots of social media and content platforms to highlight the gap in digital engagement.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
28
Uses visual evidence to contrast competitor investment in POP marketing against Kao's lack of signage and shelf space.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
32
The slide uses a contrast between the specific (but low) targets and the vague strategic pillars to highlight management's failure.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
92
Includes a press clipping and a Nomura analyst quote to substantiate the critique of the acquisition.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
100
The slide uses a 'villain' framing by labeling Kao a 'Digital Laggard' and contrasting its strategy with 'successful' peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
02
The slide uses strong, adversarial language to frame the merger as a 'give-away' and a 'bail-out'.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
04
The slide uses a line chart to visually demonstrate the performance gap between Tullow and its peers, followed by a narrative critique of the company's management and financial stability.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 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
19
Uses a waterfall-style bridge to show value destruction and a map to show lack of focus.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
Uses peer benchmarking to expose management's failure to reduce costs despite portfolio simplification.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
03
This is a page from a shareholder letter by Bluebell Capital Partners targeting Glencore's board.Glencore Plc (GLEN) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Critique of Glencore Plc's offer1 hit
04
The slide uses a narrative structure to discredit the acquirer (Glencore) by highlighting both financial and ethical/governance failures.Glencore Plc (GLEN) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Critique of Glencore Plc's offer1 hit
06
This is page 6 of a shareholder letter from Bluebell Capital Partners.Glencore Plc (GLEN) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Critique of Glencore Plc's offer1 hit
16
The slide uses a complex network diagram to argue that the current structure is inefficient and leads to undervaluation.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
31
The slide uses a two-row grid to contrast Independent Directors with Executive Directors, paired with specific critiques for each group.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
43
The slide uses color-coded lines to represent ownership stakes between various Samsung entities and the Lee family.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit